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Introduction to the DocumentsCorePack Template Designer Bookmark

On August 20, 2019 in DocumentsCorePack by Codospan Bianca

In the webinar on August 22, 2019 we focused on the must knows around our Microsoft Word Template Designer including the following topics:

  • Design a template in Microsoft Word
  • Map field from Dynamics 365 including related data 
  • Define a dynamic document name
  • Test your template
  • Deploy your template

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Download Slides! Watch Recording!

Related Articles

  • DocumentsCorePack Template Designer - New Features

    In the webinar on 16th May, 2019 we took a look into the following feature additions towards our DocumentsCorePack Template Designer

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    Download Slides! Watch Recording!

  • Essential template tricks on how to build smart DocumentsCorePack templates


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  • DocumentsCorePack news: Dynamic filters, reporting & data preview during template design

    In the webinar on October 28th, 2021 we presented two new DocumentsCorePack features: 

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    The webinar covered: 

     

    • Feature outline: Simplify template design by using sample data 
    • Feature outline: The usage of dynamic filters 
    • Demo: Step-by-Step setup of dynamics date filters to create a professional sales report
    Download Slides! Watch Recording!

  • How to create professional quote templates for Dynamics CRM in 25 minutes - 25th August 2016


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    Download Slides! Watch Recording!

  • Take your templates to the next level!


    In this webinar we show you how to take your templates to the next level by inserting images, templates and other documents.

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  • Conditions for Word Templates in Dynamics 365

     

    In our webinar from February 1st, 2018 we showed you conditions for Word Templates in Dynamics 365 and the advantages that our solutions bring.​

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    Download Slides! Watch Recording!


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