There are occasions you need to Email two or more documents generated from two or more CRM Word Templates with one Email. Emailing one Email for each document, both Emailed […]
Posts Tagged ‘CRM pdf’
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 […]
Can you survive without PDF-Docs?
Most organizations want to present a corporate image when they communicate externally, so that all their communications are instantly recognized. The most common documents are quotes, orders, invoices, and service […]
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 […]