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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘Document Templates’

Document Flow Automation for Microsoft Dynamics 365

There are so many ways to mark progress in human history. In recent decades, we’ve made huge leaps in technology and capabilities that have re-defined modern life. Xpertdoc vs. OOTB Document Generation in Dynamics 365 The evolution of document generation offers a similar picture. Progress isn’t measured only by a new product, but by automated […]

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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 documents are quotes, orders, invoices, and service contracts. These documents are designed with Microsoft Word, and Emailed as PDF attachment to the clients. How to […]

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Free Download of CRM 2016 Documents Templates (Word Templates)

CRM 2016 comes with a limited number of Documents Templates (Word templates). Clients using Dynamics PDF-Docs, a one-click solution to PDF, and attach documents to Note or Email, or send PDF documents as Email attachment with CRM Workflow, were looking for a Word Templates like: Invoice, Quote, Order, Opportunity and Case to be used with […]

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