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In this video tutorial, Bailey Moss demonstrates how to use the Documents Core Pack Template Designer to create and test a simple quote template. The process begins with opening Microsoft Word, noting the requirement to have the Document Core Pack Client Template Designer installed. While a separate video will cover the installation, various blog articles and documentation are available on the website for further assistance. Moss details navigating to the MSCRM tab in Word, highlighting options for saving and opening templates that will be stored in the Dynamics database for end-user access. The created templates can be utilized through quick actions or workflows.