Dynamics 365 Customer Engagement
Survey Overview Using Word Document Templates
Forms Pro Survey records display some basic information about the survey you have created. You can navigate to the related records but have to…
Tag: Word
Dynamics 365 Customer Engagement
MB 210: Microsoft Dynamics 365 for Sales – Word Templates
As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively…
Dynamics 365 Customer Engagement
Word Templates – Downloading
There are a lot of people with nicknames in the D365 community, The CRM Chart Guy, The API Guy, EmojiMegs; these are people synonymous…
Dynamics 365 Customer Engagement
Dynamics 365 – Dead is a Strong Word – Steve Mordue
My fellow MVP, good friend and co-collaborator on PowerISV, Mark Smith (aka @nz365guy) is on a “Shock and Awe” campaign that opens with the…
Dynamics 365 Customer Engagement
Word Templates – Advanced Features
In the first two parts to this blog series, we learned how to create a simple letter/mailmerge as well as Quotes using repeating lines…