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In the right-hand panel, locate and click the Developer checkbox and click OK.

To enable it in Word 2010, choose File > Options > Customize Ribbon. If you write lots of letters to the same few correspondents, generate electronic data-entry forms, produce documents with boilerplate language, or find yourself typing the same phrases over and over, wouldn’t it be convenient if your documents were already partially formatted and allowed you to make selections from drop-down menus instead of copying and pasting from documents you created earlier? I’ll show you how to use the Content Control tools within Microsoft Word to create templates that you can use every day.Ĭontent Controls let you add interactive elements to your Word documents, but you might not even know they exist because they’re accessible only from the Developer tab in Word’s Ribbon, and that tab is disabled by default. This control is embedded in the contact form enabling an end user to customise the text that will appear in the opening two paragraphs of this document.With interactive documents, you can choose from a range of predefined options for data, instead of typing the data from scratch each time. In this example, we've created a custom Word template editor PowerApp that references a defined template. This is just one of the many crossovers between Dynamics 365, Office 365, PowerBI and Flow which are possible with the Microsoft Power Platform. Best of all, this process can be handled directly within the Dynamics 365 unified interface via an embedded PowerApp that enables additional text to inserted. Using the new Word Online connector for Microsoft Flow it is now possible to create a flow that reads a Microsoft Word template and then populates the template fields with selected dynamic values to generate a Word document. Templates can easily be personalised to reflect field data including names and addresses but there has been less flexibility to insert bespoke text on the fly before a new document is created.įor example, an extra line or two of text may be beneficial to make a personalised greeting, or to share some additional detail. There are many instances when a Dynamics 365 user may want to add some text to a Microsoft Word template before sending a document to a contact.