Microsoft Online Templates For Mac

 admin
  1. Microsoft Online Templates For Mac 2017
  2. Microsoft Online Templates For Mac Pro
  3. Microsoft Online Templates Calendar
  4. Microsoft Word Online Templates For Mac
  5. Microsoft Online Templates For Mac Download
  6. Microsoft Online Templates Resume
-->

Applies to: Azure Information Protection, Office 365

Microsoft PowerPoint templates offer the widest range of design choices, which makes them perfect for modern and sophisticated presentations and pitches. PowerPoint themes allow for a variety of presentation topics, giving you the freedom to choose the best.

Note

To provide a unified and streamlined customer experience, Azure Information Protection client (classic) and Label Management in the Azure Portal are being deprecated as of March 31, 2021. This time-frame allows all current Azure Information Protection customers to transition to our unified labeling solution using the Microsoft Information Protection Unified Labeling platform. Learn more in the official deprecation notice.

  • I was interested in the location of the Default Location for the user templates in Word 2016 for Mac. According to the help in word it states that the default location is.
  • Need templates for Adobe InDesign, Illustrator, QuarkXPress, CorelDraw, and Apple Pages? Download high-resolution versions of our free templates suitable for commercial printing. Includes access to 11 file formats for Mac and PC including Microsoft Word and Publisher.

When you use the Azure Rights Management service from Azure Information Protection, protection templates are automatically downloaded to client computers so that users can select them from their applications. However, you might need to take additional steps if you make changes to the templates:

Application or serviceHow templates are refreshed after changes
Exchange Online
Applicable for transport rules and the Outlook web app		Automatically refreshed within an hour - no additional steps required.
Azure Information Protection clientAutomatically refreshed whenever the Azure Information Protection policy is refreshed on the client:
- When an Office application opens that supports the Azure Information Protection bar.
- When you right-click to classify and protect a file or folder.
- When you run the PowerShell cmdlets for labeling and protection (Get-AIPFileStatus and Set-AIPFileLabel).
- When the Azure Information Protection Scanner service starts and the local policy is older than one hour. In addition, the scanner service checks for changes every hour and uses these changes for the next scan cycle.
- Every 24 hours.
Additionally, because this client is tightly integrated with Office, any refreshed templates for Office 365 apps, Office 2019, Office 2016, or Office 2013 will also be refreshed for the Azure Information Protection client.
Azure Information Protection unified labeling clientFor Office apps, the templates automatically refresh every time the app is opened.
Additionally, because this client is tightly integrated with Office, any refreshed templates for Office 365 apps, Office 2019, Office 2016, or Office 2013 will also be refreshed for the Azure Information Protection unified labeling client.
For File Explorer, PowerShell, and the scanner, the client doesn't download templates but accesses them online - no additional steps required.
Office 365 apps, Office 2019, Office 2016, and Office 2013Automatically refreshed - on a schedule:
- For these later versions of Office: The default refresh interval is every 7 days.
To force a refresh sooner than the schedule, see the following section, Office 365 apps, Office 2019, Office 2016, and Office 2013: How to force a refresh for templates.
Office 2010Automatically refreshed when users sign out from Windows, sign back in, and wait up to 1 hour.
Exchange on-premises with the Rights Management connector
Applicable for transport rules and the Outlook web app		Automatically refreshed - no additional steps required. However, the Outlook web app caches the UI for a day.
Office 2019 for Mac and Office 2016 for MacAutomatically refreshed when you open protected content. To force a refresh, see the following section, Office 2019 for Mac and Office 2016 for Mac: How to force a refresh for templates.
RMS sharing app for Mac computersAutomatically refreshed - no additional steps required.
Office 365 ProPlus apps with built-in labelingThis built-in labeling client doesn't download templates but accesses them online - no additional steps required.

When client applications need to download templates (initially or refreshed for changes), be prepared to wait up to 30 minutes before the download is complete and the new or updated templates are fully operational. The actual time will vary, according to factors such as the size and complexity of the template configuration, and the network connectivity.

Office 365 apps, Office 2019, Office 2016, and Office 2013: How to force a refresh for templates

By editing the registry on the computers running Office 365 apps, Office 2019, Office 2016, or Office 2013, you can change the automatic schedule so that changed templates are refreshed on computers more frequently than their default value. You can also force an immediate refresh by deleting the existing data in a registry value.

Warning

If you use the Registry Editor incorrectly, you might cause serious problems that might require you to reinstall the operating system. Microsoft cannot guarantee that you can solve problems that result from using the Registry Editor incorrectly. Use the Registry Editor at your own risk.

To change the automatic schedule

  1. Using a registry editor, create and set one of the following registry values:

    • To set an update frequency in days (minimum of 1 day): Create a new registry value named TemplateUpdateFrequency and define an integer value for the data, which specifies the frequency in days to download any changes to a downloaded template. Use the following information to locate the registry path to create this new registry value.

      Registry path: HKEY_CURRENT_USERSoftwareClassesLocal SettingsSoftwareMicrosoftMSIPC

      Type: REG_DWORD

      Value: TemplateUpdateFrequency

    • To set an update frequency in seconds (minimum of 1 second): Create a new registry value named TemplateUpdateFrequencyInSeconds and define an integer value for the data, which specifies the frequency in seconds to download any changes to a downloaded template. Use the following information to locate the registry path to create this new registry value.

      Registry path: HKEY_CURRENT_USERSoftwareClassesLocal SettingsSoftwareMicrosoftMSIPC

      Type: REG_DWORD

      Value: TemplateUpdateFrequencyInSeconds

    Make sure that you create and set one of these registry values, not both. If both are present, TemplateUpdateFrequency is ignored.

  2. If you want to force an immediate refresh of the templates, go to the next procedure. Otherwise, restart your Office applications and instances of File Explorer now.

To force an immediate refresh

  1. Using a registry editor, delete the data for the LastUpdatedTime value. For example, the data might display 2015-04-20T15:52; delete 2015-04-20T15:52 so that no data is displayed. Use the following information to locate the registry path to delete this registry value data.

    Registry path: HKEY_CURRENT_USERSoftwareClassesLocal SettingsSoftwareMicrosoftMSIPC<MicrosoftRMS_FQDN>Template<user_alias>

    Type: REG_SZ

    Value: LastUpdatedTime

    Tip

    In the registry path, <MicrosoftRMS_FQDN> refers to your Microsoft RMS service FQDN. If you want to verify this value:

    Run the Get-AipServiceConfiguration cmdlet for Azure Information Protection. If you haven't already installed the AIPService PowerShell module, see Installing the AIPService PowerShell module.

    From the output, identify the LicensingIntranetDistributionPointUrl value.

    For example: LicensingIntranetDistributionPointUrl : https://5c6bb73b-1038-4eec-863d-49bded473437.rms.na.aadrm.com/_wmcs/licensing

    From the value, remove https:// and /_wmcs/licensing from this string. The remaining value is your Microsoft RMS service FQDN. In our example, the Microsoft RMS service FQDN would be the following value:

    5c6bb73b-1038-4eec-863d-49bded473437.rms.na.aadrm.com

  2. Delete the following folder and all files it contains: %localappdata%MicrosoftMSIPCTemplates

  3. Restart your Office applications and instances of File Explorer.

Office 2019 for Mac and Office 2016 for Mac: How to force a refresh for templates

In these versions of Office for Mac, templates refresh when you open protected content or you protect content by using a sensitivity label that's newly configured to apply encryption. If you need to force a refresh of the templates, you can use the following instructions. However, the command in the instructions deletes the templates, the RMS token cache in the key chain, and local use licenses for any previously opened protected content. As a result, you will need to authenticate again and you must have an internet connection to open the previously opened protected content.

  1. Open Terminal, and enter the following command:

  2. Restart Outlook for Mac.

  3. Create a new email and select Encrypt, and then Verify Credentials.

See Also

-->

Note

Getting to app feature settings can vary based on the type of app (Unified Interface or the legacy web client) you're using. You might need to adjust the procedural steps in this topic to reflect your app type. See Settings.

Also, we are moving some settings from model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, and the Dynamics 365 Admin center to the Power Platform Admin center. See Environment settings are moving.

After you create and import Office Word templates into model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, with one click users can generate standardized documents automatically populated with data. This feature has some special considerations you should know about to successfully create Word templates.

Microsoft Online Templates For Mac 2017

Tip

Check out the following video: Create documents directly from Dynamics CRM by using Word and Excel templates (2:38)

Warning

There is a known issue when creating templates in Word. This topic contains information on how to prevent interactions that could potentially destabilize Word. See: Important! A known issue and how to avoid it

The following are the supported versions of Word.

AreaWord Version
Creating a Word template2013, 2016
Using a Word document generated in model-driven apps in Dynamics 3652010, 2013, 2016

Note

Microsoft Online Templates For Mac Pro

Macro-enabled Word documents (.docm) are not supported.

Follow the steps in this topic to successfully create and use Word templates in model-driven apps in Dynamics 365.

Microsoft Online Templates Calendar

Step 1: Create a Word template

Where you can create a template

There are three places in model-driven apps in Dynamics 365 where you can create a Word template:

  • From the Settings page. Go to Settings > Templates > Document Templates > New(). You’ll need sufficient permissions to access to the Settings page, such as System Administrator or System Customizer.

  • From a record. Open a record such as an account in Sales. Go to Sales > Client_Accounts > My Active Accounts. Click an account to open it, and then click More (…) > Word Templates > Create Word Template. Templates created here are personal and available only to the user creating the template.

  • From a list of records. For example, go to Sales > Client_Accounts > My Active Accounts. Select a single account, and then click More (…) > Word Templates > Create Word Template.

Tip

To delete personal document templates, do the following:

  1. Click Advanced Find ().
  2. For Look for, select Personal Document Templates.
  3. Click Results (!).
  4. Select the personal document template to delete and then click Delete ().

After clicking Create Word Template, select an entity to filter with, and then click Word Template > Select Entity.

The relationship selection page appears.

What are 1:N, N:1, and N:N relationships?

This screen requires an understanding of your model-driven apps in Dynamics 365 data structure. Your administrator or customizer can provide information about entity relationships. For admin content, see: Entity relationships overview.

Here are some example relationships for the Account entity.

RelationshipDescription
An account can have multiple contacts.
A lead, account, or contact can have multiple accounts.
An account can have multiple marketing lists.
A marketing list can have multiple accounts.

Microsoft Word Online Templates For Mac

The relationships you select on this screen determine what entities and fields are available later when you define the Word template. Only select relationships you need to add data to the Word template.

Note

To ensure documents download in a timely matter, there is an upper limit of 100 for the number of related records returned for each relationship. For example, if you’re exporting a template for an account, and you want to include a list of its contacts, the document will return at most 100 of the account’s contacts.

Microsoft Online Templates For Mac Download

Download the template

Click Download Template on the Select Entity page to create a Word file on your local computer with the exported entity included as XML data.

Important

Document template downloaded from one environment can only be used within that environment. environment to environment migration for Word or Excel templates isn't currently supported.

Step 2: Enable the Developer tab

Open the Word template file. At this point, the document appears to be blank.

To see and add model-driven apps in Dynamics 365 XML data, you need to enable the Word Developer tab.

  1. Go to File > Options > Customize Ribbon, and then enable Developer.

  2. Click OK.

    Developer now appears in the Word ribbon.

Important! A known issue and how to avoid it

There’s a known issue with model-driven apps in Dynamics 365 apps-generated Word templates and Office Word. In the next section, you’ll be adding XML content control fields to the Word template.

Warning

A few things can cause Word to freeze, requiring you to use Task Manager to stop Word:

  • You insert a content control other than Picture or Plain Text.
  • You make a textual change, such as changing the capitalization or adding text, to a content control. These changes can occur through AutoCorrect as well as user edits. By default, Microsoft Word AutoCorrect capitalizes sentences. When you add a content control field, Word sees it as a new sentence and will capitalize it when focus shifts away from the field.

To prevent issues with control fields, do the following:

Only add fields as Plain Text or Picture

  1. You use the XML Mapping Pane to add entity fields to your Word template. Be sure to only add fields as Plain Text or Picture.

Microsoft Online Templates For Mac

Do not make any textual changes to the added content control

  1. You can make formatting changes to content control fields, such as bolding the text, but no other textual changes, including capitalization changes.

    If you experience Word freezing or performance degradation, try turning off AutoCorrect.

Turn off AutoCorrect

  1. With the template file open in Word, go to File > Options > Proofing > AutoCorrect Options.

  2. Deselect Capitalize first letter of sentences and Automatically use suggestions from the spelling checker.

  3. Deselect Hyphens (--) with dash (-) on the AutoFormat and AutoFormat as You Type tabs.

  4. Click OK.

    If you followed the above recommendations, you’re ready to define the Word template.

Step 3: Define the Word template

Use the XML Mapping Pane to define the Word template with entity fields.

  1. In your Word template, click Developer > XML Mapping Pane.

    The default XML schema is selected.

  2. Select the XML schema. It will begin with “urn:microsoft-crm/document-template/”.

    Important Office 2013 free trial.

    If you have frequent accidental edits that cause Word to freeze or have performance degradation, be sure to turn off the AutoCorrect options according to the section: “A known issue and how to avoid it”.

  3. Expand the entity, right-click the entity field, and then click Insert Content Control > Plain Text.

    The entity field is added to the Word template.

    Add additional entity fields, add descriptive labels and text, and format the document.

    A completed template might look like this:

    Some content control fields you entered likely have multiple lines of data. For example, accounts have more than one contact. To include all the data in your Word template, set the content control field to repeat.

Microsoft Online Templates Resume

Set content control fields to repeat

  1. Put fields with repeating data in a table row.

  2. Select the entire table row in the template.

  3. In the XML Mapping Pane, right-click the relationship containing the content control fields, and then click Repeating.

    When you use the Word template in model-driven apps in Dynamics 365 to create a document, the table will populate with multiple rows of data.

    When the template has the fields and formatting you want, save it and upload it into model-driven apps in Dynamics 365.

Step 4: Upload the Word template back into model-driven apps in Dynamics 365

When you have your Word template built the way you want, save it so you can upload it into model-driven apps in Dynamics 365.

Access to the newly created Word template depends on how you uploaded it and to the access granted to the security role. Be sure to check out Use Security Roles to control access to templates.

Administrators can use the Settings page to upload the Word template into model-driven apps in Dynamics 365. A template uploaded in Settings is available to all users in your organization.

For admins: Upload the Word template into model-driven apps in Dynamics 365

  1. Go to Settings > Templates > Document Templates.

  2. Click Upload Template.

  3. Drag the Word file in the dialog box or browse to the file.

  4. Click Upload.

    Non-admin users can upload a template for their own use from a list of records.

For non-admins or admins wanting to create a personal template: Upload the Word template into model-driven apps in Dynamics 365

  1. Open a page with a list of records, for example, the list of customer accounts in Sales.

  2. Select a single item such as an account, click More (…) > Word Templates > Create Word Template.

  3. Click Word Template > Upload.

  4. Drag the Word file in the dialog box or browse to the file.

  5. Click Upload.

Step 5: Generate a document from the Word template

To use the Word template you’ve created, do the following: Microsoft outlook email for mac.

  1. Open a record with information you want to create a document. For example, open a customer account record in Sales.

  2. Click More (…) > Word Templates, and then under Word Templates select the template you created.

    If the template you created is not visible, there are two possibilities:

    1. Only templates built for the selected record type (entity) will be displayed. For example, if you open an opportunity record, you will not see a template you created with the Account entity.

    2. You need to refresh model-driven apps in Dynamics 365 to see the template. Either refresh your browser or close and reopen model-driven apps in Dynamics 365.

    After you select your Word template, model-driven apps in Dynamics 365 create a Word document from the record you selected.

Try out the sample Word templates

There are five Word templates included with model-driven apps in Dynamics 365.

The sample Word templates were created with a particular record type (entity). You’ll only be able to apply the template to records of the same record type.

NameEntity
Opportunity SummaryOpportunity (Sales area)
Campaign SummaryCampaign (Marketing area)
Case SummaryCase (Service area)
InvoiceInvoice (Sales area)
Account SummaryClient_Account (Sales, Service, and Marketing areas)

To apply a sample Word template

  1. Open a record with information with the entity type that matches the sample template. For example, open a customer account record in Sales to apply the Account Summary template.

  2. Click More (…) > Word Templates, and then under Word Templates select the sample template.

    Open the newly-created Word template and give it a look.

Note

You can review but not edit templates that are included in model-driven apps in Dynamics 365.

Additional considerations

Use Security Roles to control access to templates

Administrators can control access to Word templates with some granularity. For example, you can give salespeople Read but not Write access to a Word template.

  1. Click Settings > Security > Security Roles.

  2. Select a role, and then click the Business Management tab.

  3. Select Document Template to set access for templates available to the entire organization. Select Personal Document Template for templates shared to individual users.

  4. Click the circles to adjust the level of access.

Lists in created documents are not in the same order as records

Lists of records created from a custom template may not appear in the same order in Word documents as the order in model-driven apps in Dynamics 365. Records are listed in the order of the time and date they were created.

See also