Word Templates - Building, Automation and Branding Presented by: Matt Collins - TSG

LinkedIn: https://bit.ly/2GhK09v Speaker Matt Collins D365/CRM Consultant Company: TSG Twitter: @Zyber Blog: www.d365geek.co.uk LinkedIn: https://bit.ly/2GhK09v 8+ years working with D365. Worked on Projects large and small

Overview What are Word Templates? How to Build, Upload and Download Word Templates How to design them and emphasise your brand How to automate the process

What are Word Templates? Standardised Documents Introduced in CRM 2016 Uses Words functionality but Dynamics Data Personal or Global Reports Proposals/Quotes

What are Word Templates? Advantages Easy to understand and create Can be created quickly Standardised document Can be created by users Takes data from D365 or related records Disadvantages Can only get directly related data Can’t have code embedded Not as powerful as SSRS/.rdl reports

How to Build, Upload and Download Word Templates Demo

Downloading Export allows for downloading and importing Manger by Futurez Consulting LLCDocument template manager allows for upload, download, can change descriptions, overwrite etc. Mover allows you to transfer between environments, great for deploying from Sandbox to Production

How to design them and emphasise your brand Demo

Design Considerations Think about where to you would use your Word Template Use all the tools of Word Make the template “Your Brand”

How to automate the process Demo Do demo of both workflow and Flow

How to automate the process Needs to be enabled for BPF if Custom Entity.

Flow

Flow

Conclusion Easy to build with familiar interface for users Remember the design considerations before starting Brand your templates Automate them to increase productivity

THANK YOU FOR ATTENDING! Questions? Twitter: @Zyber Blog: www.d365geek.co.uk LinkedIn: https://bit.ly/2GhK09v