January 16, 2019

We learned in my previous post, Word Template - Introductions, how to create a simple Word template but now we want to do a bit more. I showed how to create a simple letter but one of the best uses I’ve found for Word templates is to create quotes. But it’s not as stra...

January 8, 2019

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 simil...

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