Document Generation by Building personalized Sales Documents using predefined Word and Excel templates in MS CRM 2016
Extracting CRM data for documents such as Account summaries, Quotes, Orders, Invoices, and product sheets was a tedious process, till recently.
But now, Users can easily generate a document from CRM using pre-defined Word and Excel templates, in just one click. Managers can manage the pre-defined templates and using a wizard like flow build custom templates in Word or Excel.
Watch this video to see how this works!

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