Dynamics CRM · Dynamics CRM 2016 · Workaround

CRM 2016: CRM Perform Action SetWordTemplate Custom Entity Not Available

Word templates is a recent great tool into Dynamics. To learn more about Word Templates, visit Microsoft – Using Word templates in Dynamics 365.

Apart from manually invoking the functionality via CRM Web Application, you can also use Processes via Action – SetWordTemplate. What’s interesting with this functionality is that custom entity does not seem to be available for the Action.

There are two ways to work around this issue:
1. Enable Business Process Flow for the Entity
2. Use code to perform SetWordTemplate request via custom Workflow activity/Action

Shout out to Debajit for great post {Workaround} Setting word templates using workflow not working for custom entity in Dynamics CRM 2016? Check this out

Cheers,
Sy

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