Using Word and Excel Templates in Dynamics 365

About this tutorial:

Video duration: 43:39
In this webinar you will learn:

Why would you use templates?
Set up a Word template
Define the word document
Connect to Dynamics
Upload to Dynamics
Generate your document
Analyse your data with Excel
Choose your data
Customise in Excel
Upload to Dynamics
Export and analyse data

For more training videos, visit:

Learn more about how we can implement Microsoft Dynamics CRM for you:

Post Author:

Apple lover, ICT and LEAN consultant, MS Office lecturer My other website with video tutorials - Tutorials, guides and news for iPhones and iPads

2 thoughts on “Using Word and Excel Templates in Dynamics 365

    Gerd Heisz

    (February 17, 2020 - 6:44 am)

    Yes, unfortunately

    Terry Armstrong

    (February 17, 2020 - 6:44 am)

    221 views – did anyone else notice that video and audio is way out of sync?

Leave a Reply

Your email address will not be published. Required fields are marked *