Map User input into Word Templates for Dynamics 365 via Prompts
In this video, we'll show you how to map user input into Word templates for Dynamics 365 using User-Prompts. These prompts enable users to input information directly into the final document from the DocumentsCorePack dialog. Customizable prompts allow users to add personalized text, set date/time values, or choose from predefined options. For example, when generating a quote, users can include a personalized introduction, insert the dispatch date and time, and specify the document's validity period. Common use cases involve adding specific legal terms for quotes and personal notes for different contacts or accounts.
Map user-input into documents via User-Prompts article: https://buff.ly/481hRNf
How to set up look-up prompts for relations article: https://buff.ly/47MNny4
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Chapters:
00:00
00:30 Key benefits of User-Prompts & overview
01:45 Demo - How to create User-Prompts
08:00 Testing the final document with User-Prompts in Dynamics 365