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Dynamics 365 Community / Blogs / Crm Hunt’s Dynamics CRM Blog / Upload and manage document ...

Upload and manage document templates in CRM 2016

Amar Prakash Profile Picture Amar Prakash 565

Document template in CRM 2016 is used to export CRM data as Excel or Word files, which can be used as templates to generate Excel or Word documents with standardized and up-to-date CRM data for analysis and reporting purposes. Once … Continue reading →

The post Upload and manage document templates in CRM 2016 first appeared on Crm Hunt's Dynamics CRM Blog.

This was originally posted here.

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