CRM Word Templates are documents created once, with attributes / fields from CRM entities and related entities, to generate Word documents and reports using the CRM function “Word Template” in […]
Articles By: Dynamics Objects
New Year Resolution – Its Dynamics PDF-Docs
New Year’s resolutions are the perfect opportunity for all those who have failed to start making the changes that they said they would make. Regardless of what resolution you commit […]
On Click to PDF Word Template and Attach to Email
You have a well-designed CRM Word-Templates for Invoices, Price Quotations or Contracts, and you now wish to Email the generated document from the Word-Template, as PDF file attached to an […]
Incredible offer for Dynamics SharePoint Organizer (SPO) users
With Dynamics SharePoint Organizer (SPO) each CRM entity is configured how the entity integrates with the corresponding SharePoint Document Library. Naturally, each CRM entity has different type of documents and […]
Virtual Entity- Connect CRM to External Database with unique GUID
Virtual entity is a custom entity that has fields containing data read from an external data source, a feature released in Dynamics 365 version 9. With virtual entities you connect […]
Virtual Entity Web-services
Virtual entity is a custom entity that has fields containing data read from an external data source, a feature released in Dynamics 365 version 9. With virtual entities you connect […]
It’s time to integrate Dynamics CRM and SharePoint
Since CRM Word Templates was introduced in CRM 2016, more CRM users are now generating documents with CRM than ever. Documents generation in CRM is a one click function. Together […]
Digital Transformation using Dynamics CRM and SharePoint platforms
Create customer experiences that boost engagement and value to your business The concept of "digital transformation" has different meaning to different companies. As digital transformation will look different for every […]
Dynamics SP2CRM Connector - New Product Release
Dynamics SP2CRM Connector Accessing relevant data related to documents stored in SharePoint Documents Library, saves valuable time and increases users efficiency between CRM and SharePoint teams. When documents are stored […]
PDF CRM Word Template with External Sharing URL
More and more Dynamics CRM users are replacing the hard to design CRM Fetch XML Reports with Word based reports, merged with fields from CRM records. Whether you are using […]
New Year Resolution – Its Dynamics PDF-Docs
New Year’s resolutions are the perfect opportunity for all those who have failed to start making the changes that they said they would make. Regardless of what resolution you commit […]
On Click to PDF Word Template and Attach to Email
You have a well-designed CRM Word-Templates for Invoices, Price Quotations or Contracts, and you now wish to Email the generated document from the Word-Template, as PDF file attached to an […]
Incredible offer for Dynamics SharePoint Organizer (SPO) users
With Dynamics SharePoint Organizer (SPO) each CRM entity is configured how the entity integrates with the corresponding SharePoint Document Library. Naturally, each CRM entity has different type of documents and […]
Virtual Entity- Connect CRM to External Database with unique GUID
Virtual entity is a custom entity that has fields containing data read from an external data source, a feature released in Dynamics 365 version 9. With virtual entities you connect […]
Virtual Entity Web-services
Virtual entity is a custom entity that has fields containing data read from an external data source, a feature released in Dynamics 365 version 9. With virtual entities you connect […]
It’s time to integrate Dynamics CRM and SharePoint
Since CRM Word Templates was introduced in CRM 2016, more CRM users are now generating documents with CRM than ever. Documents generation in CRM is a one click function. Together […]
Digital Transformation using Dynamics CRM and SharePoint platforms
Create customer experiences that boost engagement and value to your business The concept of "digital transformation" has different meaning to different companies. As digital transformation will look different for every […]
Dynamics SP2CRM Connector - New Product Release
Dynamics SP2CRM Connector Accessing relevant data related to documents stored in SharePoint Documents Library, saves valuable time and increases users efficiency between CRM and SharePoint teams. When documents are stored […]
PDF CRM Word Template with External Sharing URL
More and more Dynamics CRM users are replacing the hard to design CRM Fetch XML Reports with Word based reports, merged with fields from CRM records. Whether you are using […]