Using Word and Excel Templates in Dynamics 365
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