Search

Home > CRM Audio > Implement This 23: Document Generation in Dynamics 365
Podcast: CRM Audio
Episode:

Implement This 23: Document Generation in Dynamics 365
Category: Technology
Duration: 00:23:10
Publish Date: 2018-07-13 11:32:14
Description:

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss PDFing and document generation in Dynamics 365 (another listener question!).

Discussed on the show

A cornucopia of methods to generate documents that leverage Dynamics 365 data:

  • Email templates
  • Word templates
  • SSRS Reporting
  • Community tools
  • 3rd party ISV tools
  • Output formats and PDF generation
  • Driving user adoption
  • Security & GDPR considerations
  • Leveraging PowerApps
What's on your mind?

Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org

 
Total Play: 0