Dynamics 365 Customer Engagement
Document Template Manager XrmToolbox Plugin updates
Since my last post on my XrmToolbox plugin, My first XrmToolbox plugin – Document Template Manager, I’ve been doing some testing and identified areas…
Tag: Plugin
Dynamics 365 Customer Engagement
My first XrmToolbox plugin – Document Template Manager
Pretty cool, but… A relatively new feature with Dynamics CRM is the ability to define Word and Excel Document Templates. I had written a…
Dynamics 365 Customer Engagement
Real Time Workflow or Plugin?
I have been asked “should I use Real Time Workflows instead of Plugins?” many times since CRM2013 first introduced this valuable new feature. Real…