Utilizing CRM Document Templates through the Outlook Client – Oct 17, PowerObjects, #MSDynCRM

In Microsoft Dynamics CRM 2016, an awesome new feature has been introduced. It gives you the ability to create Microsoft Word and Microsoft Excel templates to easily get data out of CRM and into useful reports and spreadsheets. The best thing about the new feature, CRM Document Templates, is that it eliminates clicks when generating reports. Even if you are an avid CRM for Outlook user, you can still...

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