After the document template has been prepared, the next step is to upload the template back into Dynamics 365. The following steps show how to do this:

1. Navigate to Settings | Templates:

2. Click on UPLOAD TEMPLATE:

3. Click on the browse link and select the document modified in the section Types of controls:

4. Click on the Upload button; the following screen will appear:

5. Just as in step 1, you can upload templates to any of the record forms, or while being in any of the entity views:

After the Word templates have been imported into Dynamics 365, the next thing that we'd like to do is generate information using the templates, as follows:

1. Navigate to the record form for which you want to generate the document by using the uploaded template. Navigate to ... | Word Templates:

2. Check...