Document Template Manager


Utility for managing your Word and Excel Document Templates

Latest version release notes

Latest updates by mscrmtools, Tanguy TOUZARD!
* Refreshes columns list. If columns are added in the embeded tables, it refreshes the content of the XML mapping in the template
* Allows to manage relationships added in the document template
* Fixes some issues of the repository: Date ordering doesn't work for dd/mm/yyyy, Automatic document description on create, multiple upload control is disabled


Version Release date Number of downloads Rating
1.2022.12.4 12/9/2022 8:37:34 AM 9885 5.00
1.2022.11.3 11/19/2022 11:37:15 PM 1593 0.00
1.2018.9.2 9/10/2018 12:08:45 AM 54659 5.00
1.2018.9.1 9/9/2018 7:08:29 PM 0 0.00
1.2017.10.1 10/6/2017 9:54:34 PM 42216 0.00


Latest version

Kamila Paschoal ()
Hello, I am using this tool, but when I Refresh available columns or I Select a new relationship, all values that belong to a relationship do not appear in the document template when I export. Can you help me?
Tool author answer ()
Please report the issue on

Other versions

Ben Walker () - version 1.2018.9.2
Brilliant tool - saves us so much time - thanks!
Joakim Englund () - version 1.2018.9.2
Great tool to download/upload/manage Word-templates. I haven't tried managing the Excel-templates so far, but I guess they work in the same way. If I get to wish for a function I didn't find - when you browse your files to upload a new templates it always start in C:\ For me it would be better if it started in the last folder I browsed.

Related information

Author: jamesnovak Latest version: 1.2022.12.4 Released on: 12/09/2022 Nuget package Id: Futurez.Xrm.Tools.DocTemplateManager Open Source: true Go to project web site Ratings (all versions) 5Average rating 3Number of ratings Downloads 9885Latest version 108353All versions 21670.60Average per version Tags Migration Configuration