Generate Quotes (Word) from CRM

One of the great new features introduced in the 2016 release of Dynamics CRM has been the possibility to add Word templates to CRM. This new feature allows you to download pre-formatted word documents from CRM using data in CRM.

I recently used this feature for Quote generation for one of my customers. I downloaded a new template from the quote entity in CRM including the related account, contact, quote product user and business unit entities. I then added the house style of the customer and the fields required from CRM to replicate the quote template currently used. After uploading the Word template back into CRM the customer is now able to generate Quote documents with a couple of clicks.