In this video, I take you through the save PDF to SharePoint or D365 features coming to Dynamics 365 Customer Engagement in April, currently in 2020 Wave 1 preview. This
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D365 Sales-Generate PDF from Word Templates In this video I’ll show you how to enable the out of the box functionality of generating PDF documents from Word Templates in Dynamics
In this video, I take you through the steps to enable the convert quote to PDF functionality, now available natively inside Dynamics 365 Customer Engagement. This will help users save
This is another of the posts which is largely to remind me of how to do something. In this case, when I publish a book, I need to convert the
One of the never ending challenges of using Dynamics 365 was how to generate and email PDF’s using data from Dynamics. While Word templates went some way towards solving the problem they
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