D365 CE and CRM
Word templates are a great tool that can be used to replace quotes, reports and letters amongst other uses. This presentation will demonstrate how to build them, overcome limitations and automate their creation, converting to PDF and sending via email with Microsoft Flow. This is all achieved without any custom coding and can be done by users of any experience or level. I will demonstrate creating Word Templates live, pointing out all the pitfalls, my tips and tricks so that anyone can become a Word Template Master!