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Templates Overview

This activity will introduce us to the use of templates within the certain Microsoft Office products, which allows us to automatically integrate data

This step will introduce us to the use of templates within the certain Microsoft Office products, which allows us to automatically integrate data from the Common Data Service (CDS) in order to standardise our reporting and communication.

Users with appropriate access can create templates that draw from the Common Data Service, for the following environments

Document/Word
Excel
Email

This allows for the standardisation of communications and reporting, from visual branding to accuracy and succinctness of quotations, to speeding up the generating of regular reports.

NB: When you generate documents, data is leaving the system. This means you no longer have control over it. None of these templates prevents users from updating the documents generated and manipulating the contents. If your compliance requires documents to be locked down, then a third-party tool for document generation will be necessary.

Word document templates

Based on a single record
Full Microsoft Word formatting available
Not solution aware
Leverage one-to-one, one-to-many, and many-to-many relationships

Excel templates

Trigger based on a view
Full Microsoft Excel formula & formatting available
Not solution aware

Email templates

Available for campaigns, individual emails, and workflow
No spellchecker capability
Solution aware

Document Template Security

Administrators have the ability to set CRUD (Create, Read, Update, Delete) roles in the security roles settings. Word and Excel share settings and be restricted to specific security roles, but Email settings are different and cannot be restricted.

Join the discussion

What is your team or organisation’s current process for standardisation of communications?

Use the discussion section below and let us know your thoughts. Try to respond to at least one other post and once you’re happy with your contribution, click the Mark as complete button to check the step off, then you can move to the next step.