Document (Word or Excel) templates in Dynamics 365 allow you to merge CRM data into a pre-formatted document. Details on that process can be found here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/using-word-templates-dynamics-365.
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Unfortunately, once you create the template, there’s no straightforward way to download the original template again from Dynamics 365. So, if you decide you want to make a change and can’t find the original document, you must go through the exercise of remapping all the Dynamics 365 data fields.
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With the web API and a couple of online tools, though, you can get back up and running.
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Microsoft publishes roadmaps for all the Dynamics 365 solutions here.  For purposes of this article we are going to focus on the Microsoft Dynamics 365 Business Central Roadmap.  Before continuing with this article, click the link and take a look at the road map.

Microsoft Dynamics 365 offers a wide range of business applications.  When most people think of Dynamics 365, they think of the traditional Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) solutions.  They are, of course, a huge part of what Dynamics 365 has to offer, but there is so much more.  Here is a quick rundown of the Dynamics 365 universe.
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Since the release of Dynamics GP 2013 R2, Microsoft has been reinventing Workflow and adding new Workflow functionality to each subsequent release.

​Often times, GP Users are not on most recent version of GP and I am often asked – “What workflows do I have available to me in my current version?” ​I put together a list of Workflows along with their release version, for your reference (and mine LOL).

Posted by George Delp
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Microsoft Dynamics 365 Business Central is Microsoft’s cloud-based ERP targeted towards the small, medium and corporate markets.  Microsoft Office 365 is Microsoft’s office productivity suite that is targeted pretty much everybody.  One of the questions we often get is “Should I, or why should I, use Office 365 with Dynamics 365 Business Central?”.

​Here's why...

Posted by George Delp
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Are you running older Enterprise Resource Planning software?
Are you curious about the latest Microsoft offerings?

​If you answer yes to either of those questions I encourage you to spend a few minutes learning about Microsoft Dynamics Business Central.
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​​What is Workflow?  Workflow can be thought of as a formal, electronic, approval process.  When records are created (new vendors, new GL Accounts, transactions, etc) they can now be required to be reviewed and approved by someone (or by more than one individual) based on conditions.  Some examples of conditions are things like document amount, vendor address, eft data changes, and so much more!

​​That review/approval process can be done in GP or outside of GP (approving new vendors from the beach… that does sound nice!).