Consider a transport company that offers clients delivery services to different addresses and prices that vary based on size, weight, and preferred method of delivery. Or a company that provides …
Posts Tagged ‘crm document management’
Document Generation and Processing for Microsoft Dynamics CRM and Dynamics 365
Manage Documents across CRM and SharePoint platforms Most organizations want to present a corporate image when they communicate externally, so that all their communications are instantly recognized. The most common …
Document Generation and Processing for Microsoft Dynamics CRM and Dynamics 365 Read More »
Upload CRM Word Templates to SharePoint or attach to Email
With Microsoft CRM Word Templates, CRM users can create impressive documents with fields from CRM records and related entities, inserted into the document. Dynamics PDF-Docs is an essential tool for …
Upload CRM Word Templates to SharePoint or attach to Email Read More »
Dynamics Docs- Create Complex Reports and Documents Using Microsoft Word
Dynamics Docs provides Dynamics CRM users, who are familiar with Microsoft Word, to create documents with fields from CRM records inserted in paragraphs and tables in a Word document. Dynamics …
Dynamics Docs- Create Complex Reports and Documents Using Microsoft Word Read More »
