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Template entities

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In Dynamics 365 for Customer Engagement, the template entities help you create consistent layout and content in email messages, articles, contracts, mail merge documents, and Microsoft Office documents (Excel and Word).

In This Section

ContractTemplate Entity

DocumentTemplate Entity

KbArticleTemplate Entity

MailMergeTemplate Entity

PersonalDocumentTemplate Entity

Template Entity

Upload and manage document templates in Dynamics 365 Customer Engagement (on-premises)

Model Your Business Data With Dynamics 365 Customer Engagement (on-premises)

Annotation (Note) Entity

UserQuery (Saved View) Entity