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Mastering Microsoft Dynamics CRM 2016

You're reading from   Mastering Microsoft Dynamics CRM 2016 An advanced guide for effective Dynamics CRM customization and development

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Product type Paperback
Published in Nov 2017
Publisher Packt
ISBN-13 9781786466617
Length 402 pages
Edition 1st Edition
Languages
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Toc

Table of Contents (13) Chapters Close

Preface 1. History of Dynamics CRM FREE CHAPTER 2. Working with Sales 3. Working with Services 4. Working with Marketing 5. Working with the XRM Framework 6. Analytics with CRM 7. Workflow Development with Dynamics CRM 8. Client-Side Scripting 9. Enhancements for Mobile 10. Plugin Development with Dynamics CRM 11. Business Process Flows and Business Rules 12. New Features in CRM 2016

Word templates


Word templates provide a means to create reusable templates in Microsoft Word and to save them to Microsoft Dynamics CRM 2016. These Word templates can then be used to generate standardized Word documents based on the CRM data. The following table describes the supported versions of Word that can be used to generate or open a document generated via the Word template feature of Microsoft Dynamics CRM 2016:

Creating a Word template

Using documents generated via the Word template

Microsoft Office 2013, Microsoft Office 2016

Microsoft Office 2010, Microsoft Office 2013, Microsoft Office 2016

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