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In this tutorial, Bailey Moss introduces how to use the Documents Core Pack Template Designer to create and test a simple quote template. The prerequisite for this process is the installation of the Document Core Pack client template designer. The tutorial begins with opening Word, where users can find the MSCRM tab, providing several options for saving and opening templates that will be stored in the Dynamics database. This enables the templates to be accessible to end users through one-click actions and workflows. Additional resources like separate videos and blog articles are available for further assistance.