Getting started
Install the solution, grant access, generate your first doc.
- Install the Templ8r solution in your D365 environmentDownload the managed solution, import it via Solutions in Power Apps, publish. Adds the ribbon button + 6 web resources to your tenant. ~10 minutes.Updated 2026-05-09
- Grant admin-consent + provision the Application UserTempl8r is a multi-tenant Entra app. A Global Admin grants consent once. Then a System Admin runs /onboard/auto to create our Application User in Dataverse.Updated 2026-05-09
- Generate your first document — ribbon click walk-throughOpen a record, click the Templ8r ribbon button, pick a template, click Generate. Word + PDF land on the Timeline in 1–3 seconds.Updated 2026-05-09