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

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

3. 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

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

5. 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

6. How to Build, Upload and Download Word Templates
Demo

7. 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

8. How to design them and emphasise your brand
Demo

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

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

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

13. Flow

14. Flow

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

16. THANK YOU FOR ATTENDING! Questions?
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