Hello Peeps,
Why Auto Generate Word Templates:
The one purpose of auto generating the Word Template in Dynamics CRM is to save some user clicks. For example when a campaign is marked as completed, user has to generate campaign summary (Word Template) and send it to owner of the campaign. If user has to do it manually, he has to generate the Word Template first then create an email and send it to the owner. Instead of, one’s need is to automate this process. Whenever the status of campaign is set as completed, generate the campaign summary and email to owner.
Use Document Templates by Going to settings > Templates.
Auto Generate Word Template in Dynamics CRM 2016 and attach in Email
