How to Create Microsoft Word Templates in Microsoft Dynamics 365
August 30, 2017

Using Microsoft Word templates in Microsoft Dynamics 365 can be a huge time-saver when you want to provide a professional document for an entity, especially if you need to make the document more than once for more than one records. Let’s get to it!

Microsoft Word Template in Microsoft Dynamics 365
How to Create a Microsoft Word Template in Microsoft Dynamics 365
July 5, 2017

In a previous blog you’ve learned How to Easily Generate Excel Templates, but what if you wanted to use Microsoft Word? Using Microsoft Word templates in Microsoft Dynamics 365 can

CRM Document Template
Utilizing Dynamics CRM Document Templates through the Outlook Client
October 17, 2016

In Microsoft Dynamics CRM 2016, an awesome new feature has been introduced. It gives you the ability to create Microsoft Word and Microsoft Excel templates to easily get data out of CRM

crm-2016
It’s Never Been This Easy: One Click Document Generation in CRM 2016
February 29, 2016

Generating documents, or Mail Merge, from Microsoft Dynamics CRM is a feature that has stood the test of time. The process, however, can sometimes be more time consuming than users