Category: Office 365

How to auto-generate Word Templates using a simple Workflow and OOB Action in CRM 2016 (no code!)

There is quite a lot of literature regarding creating Word Templates around now, I touched upon it in my previous post, and the infographic here on twitter. When was I was recently researching a separate blog post, I came across a way to create a Word Template using an out of the box Action and a simple Workflow. From playing around with this, I’ve thought about loads of ideas and solutions that could utilise this functionality and how it can...

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The New Features of Dynamics CRM 2016 & How to Use Them!

Microsoft Dynamics CRM 2016 has recently been launched and you will have already been made aware of the awesome new features that is included in this release by the variety of official and unofficial material that has been published in the last month. The best places I would recommend starting in your search of this material is the preview guide and the SDK publication detail & What’s New information as they contain a wealth of information. There is a...

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