Execute the downloaded file as a local administrator.
There are two primary ways to access and install the Template Designer, depending on your environment and preference:
The is an essential Microsoft Word add-in for professionals using Microsoft Dynamics 365 and the Power Platform . It allows you to design, edit, and preview document templates—such as quotes, invoices, and contracts—using live Dataverse data without writing a single line of code. Download Options for DocumentCorePack Template Designer document core pack template designer download
Supports complex conditions to show or hide paragraphs based on specific data, as well as calculations and e-signature tags.
Ensure all Office products (Word, Outlook) are closed and your machine is online to your Dynamics 365 server. Execute the downloaded file as a local administrator
The "Change Organization" button allows you to quickly switch between different Dynamics 365 instances.
For advanced deployments, such as on a Terminal Server , specific registry settings are required to ensure the correct user profiles are configured. Download-Center - mscrm-addons.com For advanced deployments, such as on a Terminal
During installation, a connection profile window will appear. Enter your Dynamics 365 Server URL and select your authentication type (Server-to-Server is recommended for online connections).