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In this 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 and ensuring that the Documents Core Pack Client Template Designer is installed. Moss mentions that further guidance will be provided in a separate video, alongside additional resources on their website. Starting with a blank document, he highlights the presence of an MSCRM tab, which offers various options for managing templates within Word. Templates can be saved or opened from the Dynamics database, enabling them to be used by end users through workflows or one-click actions.