Webcast Recording: Microsoft Dynamics CRM 2016 Word and Excel Template Deep Dive
Microsoft Dynamics CRM 2016 Spring Wave has greatly improved ways to present your CRM data with new Word and Excel templates.
- Need a quick and easy quote? Check!
- Want to have Excel based dashboards using charts, sliders, and images? Check!
- Want to see your new Word and Excel documents on Tablets and Phones? Check!
The Word templates are much easier to use than the previous mail merge and can be reused over and over. They look great and nicely integrate with the overall CRM experience.
The new immersive Excel experience is also a great step forward. You can now do relatively sophisticated analysis with a 1-click export to an Excel template. This allows you to view and perform what-if analysis, and even upload changes made.
Watch this on-demand webcast hosted by AKA and learn how to take advantage of the new Microsoft Word and Excel template functionality.
To watch the recording in full screen mode, click on the icon in the lower right corner of the presentation after the video begins.
About AKA Enterprise Solutions
For more than 30 years, AKA Enterprise Solutions has been dedicated to making it easier organizations to do business and innovate their way to greatness by using technology to simplify processes and reduce risks. Specializing in Microsoft Dynamics 365, Cloud Services Business Process Consulting, and Custom Application Development, we combine industry and technical experience, proven methodologies, and world-class consulting to help firms achieve their goals. The company is headquartered in New York, NY, with offices located throughout the U.S.