Road to Monument Valley


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September 21, 2020

I love Word Templates. Not sure if that’s ever been apparent with all my posts on Word Templates or my presentations on them, but I do. I think they are a great, yet sometimes, underappreciated part of D365/CDS. They do have some drawbacks like inability to sort result...

October 14, 2019

If you read my blog or if we have met, I've probably told you about my love of Word Templates. I think they are brilliant and I’ve deployed them numerous times for customers. One of the requests I get a lot is to convert quotes, invoices or any other Word Templates to...

February 9, 2019

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 o...

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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