How do you add word templates to Dynamics 365

From complaint letters to ASB Diary sheets this handy functionality enables you to add word templates to Dynamics that can be edited and sent/emailed to customers. Here’s how:

Step 1: Create a Word template

Where you can create a template

There are three places in customer engagement apps where you can create a Word template:

• From the Settings page. Go…

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How do you add word templates to Dynamics 365?

From complaint letters to ASB Diary sheets this handy functionality enables you to add word templates to Dynamics that can be edited and sent/emailed to customers. Here’s how: Step 1: Create a Word template Where you can create a template There are three places in customer engagement apps where you can create a Word template:…

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