![]() Navigate to entity for e.g., for the entity, Quote. Navigate to Select a record -> click on more option (…) -> Select a Word Template and then click on “Create Word Template”ģ. This enables you to create a template for the entity which has been selected.Ģ. Navigate to Settings -> Templates -> Document Templates -> New -> Select Word Template and entity. It is useful to create templates for enabling you to generate documents in a standardised format.ģ ways in which a word template can be created:ġ. You will follow a standard install routine, just likje the first time you installed the client.įinally load USD and you should notice that the version number has increased.The Word Template feature is introduced in the MS Dynamics CRM 2016. You can see that below I am using CRM2016-8.0.1-USD-amd64. Now on you clients install the lastest USD client. Afterwards my solution versions looked like this This is a “standard” import of a managed solution. Followed by DynamicsUnifiedServiceDesk_1_0_managed. Next you will install the solution called “UiiForMicrosoftDynamicsCRM_3_0_managed. You can take them from nay package, they are all the same! See below that I have locate two solutions in the BasePackage. Simply find two solution files from any of the packages in the extracted files. ![]() To do this run the CRM2016-8.0.1-USD-PackageDeployer.Īs these are instructions for an upgrade you don’t need to run the package deployer. Having download the files the first step is to extract the new solutions you need to install as part of your upgrade. Step Two – Extract the USD with package deployer I’ve only got 64 bit clients so haven’t used that file! You could miss the CRM2016-8.0.1-USD-i376.exe, this is only needed for 32 bit clients. Simply click download and opt to download all of the required components. You can find the new version at this link It you have an existing USD solution and would like to upgrade it, follow these steps ![]() ![]() This is because Unified Service Desk version 2.0.1 for Microsoft Dynamics CRM has just been released. You may have noticed that the links to download USD haven’t been working for the last couple of days. ![]()
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