For many years now, you have had the possibility to export data from Dynamics 365 CRM using Word templates. It could for instance be a quote you need to send to your customer, and that is the example I will use in this article. Let’s assume you already have an existing Word template created for […]
Articles Tagged: Excel
What do I need to get started?
So, your boss has just told you that you need to do some programming in the company CRM system… Good for you! Let me give you some recommendations on what you need to get started! 1. First of all, of course, you need access to your company’s Dynamics 365 CRM instances. There will often be […]