Do you find yourself creating the same types of documents and reports over and over again? We’ve all been there and we know how time consuming and inconsistent the results can be. With Microsoft Dynamics CRM Word Templates those days are long gone.

Save Time and Send Polished Documents Every Time

No longer will you have to spend time hunting down that one great document to copy and paste from. Instead create a single standardized document with the formatting and information you need. Afterwards import your Microsoft Office Word Template into Microsoft Dynamics 365. Now with just one click users can generate those standardized documents fully populated with Dynamics 365 data. This feature has some special considerations you should know about and Vox ISM is here to teach you.

Agenda

1. Where to start?
2. Formatting your document/Adding content control
3. Uploading the document to CRM (personal or organization wide)
4. Generating the document and sharing it with others.

Join Vox ISM’s Microsoft Certified CRM Consultant Shane Kinsella as he walk’s you through the tips and tricks to create your own Microsoft Dynamics CRM Word Templates.