3 Reasons to Start Using New Microsoft Dynamics CRM 2016 Document Templates

For many organizations, maintaining consistent and well formatted documents are a challenge—from company logos to headers and footers as well as general content of documents like contracts, quotes, proposals and related content.  It’s often a standard practice to make a copy of an older document and just change what’s needed. This leads to inconsistencies and mistakes that can make your organization look unprofessional in the eyes of your customer or prospect.

The fine developers and program managers that bring us Microsoft Dynamics CRM have put a lot of thought about this into the recent release of Microsoft Dynamics CRM 2016. You can now address many of those inconsistencies, poor practices, and time-consuming processes by using the new Document Generation capabilities in Word and Excel templates. Here are some examples of how to use these new templates:

1. Create Documents from Word or Excel with One Click

You no longer need a developer to create an SSRS report or manually extract CRM data that needs to be inserted into documents, such as account summaries, opportunity summaries, contracts, quotes, orders, invoices, and even product data sheets.

With one click, you can easily generate a document from CRM using a pre-defined Word or Excel template. Document authors can manage and create custom templates in Word or Excel with no SQL or code writing skills required. End users can even build their own!

Think about that for a few seconds: Always the most recent and up-to-date document content with one-click access. No more copy and paste—far fewer mistakes. The documents automatically merge data from your Dynamics CRM application, making each document personal and specific to the customer. And with CRM Online, Excel documents can also be rendered in the Immersive Excel Online capability.


Figure 1. A fully formatted report in one click.

2. Perform Analysis in Excel, from Within Microsoft Dynamics CRM

To help increase productivity, Microsoft has provided the ability to quickly and easily perform analysis in Excel, directly from within Microsoft Dynamics CRM. This eliminates the time and effort required to export data, switch between applications, import that data, and then finally begin an analysis.

End users can now view marketing, sales, and service data in familiar Excel, perform what-if analyses, and even upload changes, all while maintaining the work context.

As an added bonus, using CRM for Tablets and CRM for Phones apps, you have one-click access to these Word and Excel documents on your smartphone or tablet.



Figure 2. Excel analysis, conveniently accomplished in CRM.

3. Create Word Documents Automatically from Any CRM Entity Record

Using Microsoft Word, any CRM entity record (e.g., account and a related entity) can be created that will pull information from that record and merge it automatically into a beautiful document.

This is a frequent CRM requirement, especially for users who generate sales quotes, invoices, customer summaries, and related documents that previously had to be created in a reporting application such as SSRS.

Just like Excel, you also have one-click access to these Word documents from smartphones and tablets.



Figure 3. Professionally formatted document, created in Word, using an CRM entity record.

Once generated, documents can be printed, shared, emailed, or collaborated on inside of Microsoft Office 365.

2016 Spring Wave WebinarAnd that’s just the beginning. Watch our recorded webcast, Microsoft Dynamics CRM 2016 Word and Excel Template Deep Dive, to see a deep dive on these new productivity enhancing capabilities. For more information on the hot new capabilities in Microsoft Dynamics 2016, watch our pre-recorded webcast, The Top 8 Microsoft Dynamics CRM 2016 Spring Wave Capabilities for Enhancing Customer Experience.

By | 2017-10-20T20:13:31+00:00 July 11th, 2016|Sales & Service (CRM)|0 Comments
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Contributor: Michael Hammons

In his role as Director of Customer Experience, Mike leads initiatives to ensure a consistent, positive experience for every customer, from setting expectations in the first meeting through ensuring satisfaction upon project completion and beyond. In addition, His goal is to help customers identify ways to leverage their existing technology investments to address new initiatives and make continuous process improvements.

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