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In this tutorial, Bailey Moss explains how to download, install, and connect the Documents Core Pack Template Designer, a Word add-in for designing templates for Dynamics 365 or PowerApps. To start, users should navigate to the specific website, registering for an account if necessary or logging in if they already have one. After logging in, the next step is to access the downloads section and select the appropriate version of Dynamics 365. The focus is on downloading the Documents Core Pack Template Designer client for the latest Dynamics 365 online version, although older versions can also be accessed from the menu. The video proceeds with the installation process.