Pre-built for the documents
you already produce.
Ten pre-built Word templates — eight against out-of-the-box Dynamics 365 entities (Sales Order, Quote, Invoice, Account, Contact, Opportunity, Case, Lead) plus two custom-entity examples (Project, Service Work Order) that prove the same token grammar works against your publisher-prefixed schema. Copy tokens, paste into your branded .docx, demo in minutes.
Open any starter below to see its tokens. Click any {{token}} to copy it, paste each one into your existing branded Word template at the right spot, then attach the tokenised .docx when you book a demo — we’ll bind it to your real D365 records before the call.
salesorderSales Order Confirmation
Production-grade order acknowledgement — bill-to / ship-to blocks, line items, full totals breakdown, conditional notes, and payment terms.
quoteQuote / Proposal
Pre-sale proposal with scope description, pricing breakdown, validity window, and acceptance block.
invoiceInvoice
Production invoice with PO reference, bill-to, multi-line items, full VAT/tax breakdown, payment instructions, and late-payment terms.
opportunityOpportunity Summary
Internal pipeline brief — full deal context, value, probability, current stage, contacts, activity timeline, next steps.
accountAccount Letter
Formal addressed letter — full sender / recipient blocks, account-reference line, conditional account-rating mention, multi-paragraph body, sign-off.
contactContact Letter
Personally-addressed letter — recipient name + job title + parent company, formal salutation, multi-paragraph body, conditional account-context block.
incidentCase Resolution Note
Service-cloud closure document — case context, priority, full description, resolution narrative, customer sign-off block, audit trail.
leadLead Outreach Letter
First-contact outreach — recipient block with company + role, source-aware opener, conditional industry-specific paragraph, sign-off with sender details.
cr1ad_projectProject Status Report
Custom-entity example. Project Status Report bound against `cr1ad_project` — header tokens, RAG status, milestone table, conditional risk note. Drop your publisher prefix in.
cr1ad_workorderService Work Order
Custom-entity example for service / field-service customers. Work order with technician, equipment, scheduling, service-line table, and conditional follow-up.
Send us your template — we’ll prep it before the call.
Custom entity? Renamed columns? Bring your actual template to a 30-minute demo and we’ll have it bound and rendering against your D365 before we get on the call.