In this webinar you will learn: Why would you use templates?
Set up a Word template
Define the word document
Connect to Dynamics
Upload to Dynamics
Generate your document
Analyse your data with Excel
Choose your data
Customise in Excel
Upload to Dynamics
Export and analyse data For more training videos, visit: http://www.crmdynamics.com/learning-learning-academy-preview/ Learn more about how we can implement Microsoft Dynamics CRM for you: http://www.crmdynamics.com/ https://www.youtube.com/watch?v=Roi_39SDuo4

Visit success.xrm.com for FREE access to hundreds of tutorial videos on Microsoft Dynamics 365 and CRM, simply by setting xRM as your POR! Check out our blog @ d365.xrm.com for how-to videos and step-by-step blog posts, and check out xrm.com for custom training/implementation options to meet every budget, and to see our newest 5 videos! New videos and blog posts weekly! This video details how to customize an entity's import template in Microsoft Dynamics 365 in order to determine the fields your entity needs; just one of the many ways Dynamics will exceed your business needs and expectations!

Due to changes in filing deadlines for 2018, start preparing now for your 1099-MISC YE process. Learn about these new requirements, and how to review and verify your Vendor data for correctness. https://www.youtube.com/watch?v=FDbtvozk-oQ