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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How can I alter system...
Customer experience | Sales, Customer Insights,...
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How can I alter system pipeline document template in d365 ?

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Posted on by MS-08080540-0
 
I am trying to find a way through which I can alter the system excel template for Pipeline management  as I need just a few fields & remove the extra ones.
 

What I have tried:
- Downloaded the template from document templates.
- Updated fields and upload it again but failed as - The file is invalid. The hidden worksheet data is corrupted.
- Then downloaded again and upload it again to test if it was on my end or not but again - The file is invalid. The hidden worksheet data is corrupted. 
- Why I am using the same template is bcuz it has charts, pivots etc in it which I want as it is.
- I have tried to download fresh blank template & copy paste the date from pipeline template but then the charts & pivots are not correct even then are not visible ..
 
 
 
do guide me as I am a beginner 😕 ...
Categories:
Microsoft Dynamics CRM
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  • Daniyal Khaleel Profile Picture
    Daniyal Khaleel on at
    How can I alter system pipeline document template in d365 ?
    Step 1: Identify the Template
    Go to Settings → Templates → Document Templates
    You'll see a list of Word or Excel templates available in the system.
    Find the template related to the Sales Pipeline (usually related to the Opportunity entity).
    Step 2: Download the Template
    Select the template you want to alter.
    Click on Download Template.
    Open the file in Word or Excel.
    You'll see content controls or fields (placeholders) like <<opportunityname>> or <<estimatedrevenue>>.
    Step 3: Modify the Template
    Make your changes in Word/Excel:
    Add logos, formatting, colors
    Rearrange sections
    Add or remove CRM fields
    Important: Use the Developer tab in Word to manage content controls.
    If it's not visible, enable it via Word Options → Customize Ribbon → Check Developer.
    You can also insert new fields by using:
    Insert → Quick Parts → Field
    Or manually adding fields from the XML mapping pane (linked to the CRM schema)
    Step 4: Upload the Modified Template
    Go back to Settings → Templates → Document Templates
    Click on Upload Template
    Choose Word or Excel
    Select the updated file
    Choose the entity (e.g., Opportunity) it's related to

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