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Posts Tagged ‘CRM Word Templates’

VIDEO: one click from Word Template to PDF attached to an Email

Watch it! Lightning fast One click to generated document from CRM Word Template PDF it, and attach to Email.   CLICK HERE: Download FREE Trial Version  .

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Two or more Documents Attached to CRM Email using Word Templates.

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 to same recipient or list of recipients, is not the preferred option. The content of the two documents can be related to each other and […]

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CRM Word Templates > Merge two secondary documents into a primary document

Consider having Word template for the Order Entity, and you wish to insert / merge it with a Word Template for Quote and for Opportunity, to generate one document from these three entities. This feature is now available as a Workflow step of Dynamics PDF-Docs. Currently, when new document is generated from CRM Word Template […]

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