In this ‘Quick Tip’ video I will demonstrate how you can quickly format a document template generated by Dynamics 365 for Customer Engagement. We do this by creating a template
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The first thing you have to do to use the compliance features is to go to Personnel management -> Links -> Human resources shared parameters -> Compliance and change the
We learned in my previous post, Word Template – Introductions, how to create a simple Word template but now we want to do a bit more. I showed how to
Word Templates are one of my favourite unsung heroes of Dynamics 365. They are great, they allow you to create quick and easy templates which can be used by individuals
In my previous post I explored the current Dynamics 365 Customer Engagement solution update practices and used the Playbooks feature as an example. Here’s a quick overview of what the
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