Word Templates – Introduction

Matt CollinsDyn365CE7 years ago179 Views

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 or by all users in the system. They are essentially the successor to mail merges and work in a similar way. Anyone familiar with these or creating them in CRM 4 or 2011, the process will be similar but luckily…a lot…

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Word Templates – Introduction

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