Microsoft Word Changes Have Been Made That Affect The Global Template

Mr Simonyi, you see, is the chap who created Microsoft Word, which is the word-processing program used by perhaps 95% of all writers currently extant, and although Simonyi didn't actually write. Mar 17, 2019 When a GoldMine Word template is changed, occasionally a message appears - Changes have been made that affect the global template Normal. Do you want to save those changes? SUGGESTION - The GoldMine add-in (GoldMine Plus for Microsoft Word) may have changed in these occasions something in the Normal.dot or normal.dotx file.

Global Templates

Global template are very confusing and in fact are not really templates at all, but are more like add-ins.
There are two different types of global template:
Permanent - These are templates that are saved in the startup folder and are automatically loaded every time Word is open.
Temporary - These are templates that are available every time Word is open but are not loaded by default.

Global templates are useful if you want to distribute any macros or customisations.
Global templates are never used to create new documents.
Global templates are not 'attached' to any specific document.
The Normal.dotm is an example of a global template that is loaded automatically when Word opens.
SS

Advantages of using Global Templates

You might create a global template for any of the following reasons:
1) To ensure a set of macros, styles, autotext etc is available for all documents currently open in a single session (but not for all sessions).
2) When you want to use a set of third party macros on your document without copying them to your Normal.dotm.
3) When you want to distribute your macros and customisations to other users.
When you work on a document, you can typically use only the settings stored in the template attached to that document or in the Normal template.
If you want to use any items that are stored in another template, you can load the other template when it is required.

Location

These are best kept separate from the user templates and the workgroup templates.

Adding and Removing Global Template

You can add and remove global templates from your session at any time using the (Tools > Templates and Add-ins) dialog box.
A global template can be unloaded temporarily until you close Word.
After you have added a template, all items in that template will be available.

If your Document template says 'Normal' then there is no template attached to this document ??

When you select an add-in the folder location where the add-in is stored is displayed at the bottom.
Add - Lets you add a new global template to the list of available global templates.
Remove - Global templates can be removed (and added) at any time. Clearing the check box only unloads the template temporarily for the current session.
Automatically update document styles - Updates the styles in the active document to match the styles in the attached template each time you open the document. Select this check box when you want to ensure that your document contains up-to-date style formatting.
Organiser - Opens the Organizer, in which you can copy individual styles, macros, autotext entries, or toolbars from one document or template to another.

Permanent Global Templates

To automatically load a template or add-in every time you start Word you need to save the template in the Word Startup folder.
If you put your templates in any of the other folders (either User Templates or Workgroup Templates) then they will only be loaded 'on demand' and not automatically.
You can easily check the location of your startup folder by selecting (Tools > Options)(File Locations tab).
For more details on the startup folder, please refer to the File Locations page.

Remove - Global templates that are saved in the Word startup directory cannot be removed using this button (note that the button is disabled in the screen shot above). If you want to remove a global add-in (from the Word startup directory) you need to remove it using Windows Explorer.

Temporary Global Templates

These are templates that are available every time Word is open but are not loaded by default.
These templates can be used to share resources that are used in several templates and their documents.
If you wanted to use any resources from these templates in your documents then you can use the AutoOpen and AutoNew subroutines to load these templates when they are required.
A common place to store these templates is a subfolder within your startup folder.

Sharing a Global Template

If you have created a global template that is to be shared, you should use shortcuts to it in each user's Startup folder.
That way, any changes will automatically update everyone's Word.
If it is your own template and not shared you can either put it in your Startup folder or keep it elsewhere and use the shortcut to load it into Word.

Viewing Templates in VBA

Project is read-only - change the name ??
How to change the project description not to be normal ?

Important

Templates can be stored anywhere either locally on your hard drive or on a networked drive.
Global templates that are saved in your startup folder are loaded in alphabetical order. (.dot then .wll)
Global templates are not loaded automatically unless they are saved in the Startup folder.
Loading a global template does not apply text that's contained in that template.

After you create and import Office Word templates into customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), with one click users can generate standardized documents automatically populated with data. This feature has some special considerations you should know about to successfully create Word templates.

Warning

There is a known issue when creating templates in Word. This topic contains information on how to prevent interactions that could potentially destabilize Word. See: Important! A known issue and how to avoid it

The following are the supported versions of Word.

Note

Macro-enabled Word documents (.docm) are not supported.

Follow the steps in this topic to successfully create and use Word templates in customer engagement apps.

Step 1: Create a Word template

Where you can create a template

There are three places in customer engagement apps where you can create a Word template:

• From the Settings page. Go to Settings > Templates > Document Templates > New(). You'll need sufficient permissions to access to the Settings page, such as System Administrator or System Customizer.

• From a record. Open a record such as an account in Sales. Go to Sales > Client_Accounts > My Active Accounts. Click an account to open it, and then click More (…) > Word Templates > Create Word Template. Templates created here are personal and available only to the user creating the template.

• From a list of records. For example, go to Sales > Client_Accounts > My Active Accounts. Select a single account, and then click More (…) > Word Templates > Create Word Template.

Tip

To delete personal document templates, do the following:

1. Click Advanced Find ().
2. For Look for, select Personal Document Templates.
3. Click Results (!).
4. Select the personal document template to delete and then click Delete ().

To update templates, delete the template and then upload an updated version of that template.

After clicking Create Word Template, select an entity to filter with, and then click Word Template > Select Entity.

The relationship selection page appears.

What are 1:N, N:1, and N:N relationships?

This screen requires an understanding of your customer engagement apps data structure. Your administrator or customizer can provide information about entity relationships. For admin content, see: Entity relationships overview.

Here are some example relationships for the Account entity.

The relationships you select on this screen determine what entities and fields are available later when you define the Word template. Only select relationships you need to add data to the Word template.

Note

To ensure documents download in a timely matter, there is an upper limit of 100 for the number of related records returned for each relationship. For example, if you're exporting a template for an account, and you want to include a list of its contacts, the document will return at most 100 of the account's contacts.

Download the template

Click Download Template on the Select Entity page to create a Word file on your local computer with the exported entity included as XML data.

Microsoft Word Changes Have Been Made That Affect The Global Template Model

Important

Document template downloaded from one environment can only be used within that environment. environment to environment migration for Word or Excel templates isn't currently supported.

Step 2: Enable the Developer tab

Open the Word template file. At this point, the document appears to be blank.

To see and add customer engagement apps XML data, you need to enable the Word Developer tab.

1. Go to File > Options > Customize Ribbon, and then enable Developer.

2. Click OK.

   Developer now appears in the Word ribbon.

Microsoft Word Changes Have Been Made That Affect The Global Template Project

Important! A known issue and how to avoid it

There's a known issue with customer engagement apps apps-generated Word templates and Office Word. In the next section, you'll be adding XML content control fields to the Word template.

Warning

A few things can cause Word to freeze, requiring you to use Task Manager to stop Word:

• You insert a content control other than Picture or Plain Text.
• You make a textual change, such as changing the capitalization or adding text, to a content control. These changes can occur through AutoCorrect as well as user edits. By default, Microsoft Word AutoCorrect capitalizes sentences. When you add a content control field, Word sees it as a new sentence and will capitalize it when focus shifts away from the field.

To prevent issues with control fields, do the following:

Only add fields as Plain Text or Picture

1. You use the XML Mapping Pane to add entity fields to your Word template. Be sure to only add fields as Plain Text or Picture.

Do not make any textual changes to the added content control

1. You can make formatting changes to content control fields, such as bolding the text, but no other textual changes, including capitalization changes.

   If you experience Word freezing or performance degradation, try turning off AutoCorrect.

Turn off AutoCorrect

1. With the template file open in Word, go to File > Options > Proofing > AutoCorrect Options. Bob cassidy fundamentals pdf.

2. Deselect Capitalize first letter of sentences and Automatically use suggestions from the spelling checker.

3. Deselect Hyphens (--) with dash (-) on the AutoFormat and AutoFormat as You Type tabs.

4. Click OK.

   If you followed the above recommendations, you're ready to define the Word template.

Step 3: Define the Word template

Use the XML Mapping Pane to define the Word template with entity fields.

1. In your Word template, click Developer > XML Mapping Pane.

   The default XML schema is selected.

2. Select the XML schema. It will begin with 'urn:microsoft-crm/document-template/'.

   Important

   If you have frequent accidental edits that cause Word to freeze or have performance degradation, be sure to turn off the AutoCorrect options according to the section: 'A known issue and how to avoid it'.

3. Expand the entity, right-click the entity field, and then click Insert Content Control > Plain Text.

   The entity field is added to the Word template.

   Add additional entity fields, add descriptive labels and text, and format the document.

   A completed template might look like this:

   Some content control fields you entered likely have multiple lines of data. For example, accounts have more than one contact. To include all the data in your Word template, set the content control field to repeat.

Set content control fields to repeat

1. Put fields with repeating data in a table row.

2. Select the entire table row in the template.

3. In the XML Mapping Pane, right-click the relationship containing the content control fields, and then click Repeating.

   When you use the Word template in customer engagement apps to create a document, the table will populate with multiple rows of data.

   When the template has the fields and formatting you want, save it and upload it into customer engagement apps.

Step 4: Upload the Word template back into customer engagement apps

When you have your Word template built the way you want, save it so you can upload it into customer engagement apps.

Access to the newly created Word template depends on how you uploaded it and to the access granted to the security role. Be sure to check out Use Security Roles to control access to templates.

Administrators can use the Settings page to upload the Word template into customer engagement apps. A template uploaded in Settings is available to all users in your organization.

For admins: Upload the Word template into customer engagement apps

1. Go to Settings > Templates > Document Templates.

2. Click Upload Template.

3. Drag the Word file in the dialog box or browse to the file.

4. Click Upload.

   Non-admin users can upload a template for their own use from a list of records.

Microsoft Word Changes Have Been Made That Affect The Global Template Examples

For non-admins or admins wanting to create a personal template: Upload the Word template into customer engagement apps

1. Open a page with a list of records, for example, the list of customer accounts in Sales.

2. Select a single item such as an account, click More (…) > Word Templates > Create Word Template.

3. Click Word Template > Upload.

4. Drag the Word file in the dialog box or browse to the file.

5. Click Upload.

Step 5: Generate a document from the Word template

To use the Word template you've created, do the following:

1. Open a record with information you want to create a document. For example, open a customer account record in Sales.

2. Click More (…) > Word Templates, and then under Word Templates select the template you created.

   If the template you created is not visible, there are two possibilities:

   1. Only templates built for the selected record type (entity) will be displayed. For example, if you open an opportunity record, you will not see a template you created with the Account entity.

   2. You need to refresh customer engagement apps to see the template. Either refresh your browser or close and reopen customer engagement apps.

   After you select your Word template, customer engagement apps create a Word document from the record you selected.

Try out the sample Word templates

There are five Word templates included with customer engagement apps.

The sample Word templates were created with a particular record type (entity). You'll only be able to apply the template to records of the same record type.

To apply a sample Word template

1. Open a record with information with the entity type that matches the sample template. For example, open a customer account record in Sales to apply the Account Summary template.

2. Click More (…) > Word Templates, and then under Word Templates select the sample template.

   Open the newly-created Word template and give it a look.

Microsoft Word Changes Have Been Made That Affect The Global Template List

Note

You can review but not edit templates that are included in customer engagement apps.

Additional considerations

Use Security Roles to control access to templates

Microsoft Word Changes Have Been Made That Affect The Global Template Definition

Administrators can control access to Word templates with some granularity. For example, you can give salespeople Read but not Write access to a Word template.

Microsoft Word Changes Have Been Made That Affect The Global Template For A

1. Click Settings > Security > Security Roles.

2. Select a role, and then click the Business Management tab.

3. Select Document Template to set access for templates available to the entire organization. Select Personal Document Template for templates shared to individual users.

4. Click the circles to adjust the level of access.

Lists in created documents are not in the same order as records

Lists of records created from a custom template may not appear in the same order in Word documents as the order in customer engagement apps. Records are listed in the order of the time and date they were created.

Microsoft Word Changes Have Been Made That Affect The Global Template For A

See also