[Applies to: Microsoft Dynamics CRM 4.0]
Microsoft Office Word templates are created and edited in Microsoft Office Word, but can be uploaded to Microsoft Dynamics CRM Online to use with mail merge and share with other users. Only Microsoft Office Word .xml documents can be used as templates. To learn more about how to create mail merge templates, see the online Help for Microsoft Office Word.
If you are using Microsoft Dynamics CRM Online for Outlook while online, you can save templates as part of mail merge.
Enter a meaningful and descriptive title for the template. The title displays in the list of templates.
Select the record type that this template is to be used with.
Only .xml documents can be uploaded.
If you are publishing templates created by other users, you should determine if the template has a macro attached. If so, the macro should be verified as safe before publishing to the organization. Macros can perform malicious actions, such as changing Microsoft Office Word settings, creating files in trusted locations, or deleting files from a disk.