Microsoft Dynamics CRM Word Templates – Create, Generate, and PDF
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 the user interface of a record. If you have never created Dynamics CRM Word templates before, you can download these free word templates for Invoice, …
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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 Email to a client. If you don’t have Dynamics PDF-Docs, this is a process that can take you considerable time, especially if you are generating …
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