Using Related Data in Dynamics CRM Document Templates – Sep 2, CRM Tip Of The Day, #MSDynCRM

Here we expand on the use of Document Templates in CRM 2016. We look at the different options available for including related data, talk about some of the limitations, and finally walk though how to create a template that uses data from different related records...

Continued on Source: Tip #723: Using Related Data in Dynamics CRM Document Templates | Dynamics CRM Tip Of The Day