I’ve written a post previously about the CRMUG/D365UG and about the first CRMUGNW meeting that I helped organise as part of the committee. User Group Summit Europe or Summit EMEA is the big event in Europe for everyone in the D365CE, F&O or PowerPlatform community. This year is is located in Amsterdam in the RAI Amsterdam building between the 27th-29th March. This year, I am lucky enough to have been chosen to present at this event! Suffice to say, I’m excited, a little nervo

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 in a table. These are some of the basics which you can build upon to create more complex Word Templates. One thing we haven’t touched on yet is automation, how can we automate any of these processes and bring some value added to your D365CE enviroment. An example you might want to use would be to generate reports of Opportunities on an Account