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CRM Audio

Jul 13, 2018

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

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