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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 ‘Dynamics PDF-Docs’

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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Tool to remove “WordTemplateExportRecordid” text in CRM Word Template

A bug was found about the 14th July 2018 in CRM Online release, and now in release, when using CRM Workflow step Perform Action>SetWordTemplate  to create document from Word Template, and attach the Word Document to a Note. At the end of the Word document there is additional text WordTemplateExportRecordid: followed by one […]

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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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