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Mastering Microsoft Dynamics CRM PDF Form

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uh now that we've gone through the 2020 wave 2 update just wanted to jump in and show some of the improvements that have been made to the system so from what's in here there's actually nothing particularly new but what we've got is an optimization of how things in the system are working so if you've ever worked before with the ability to create documents from inside a record you'll know that you have the ability to be able to have word templates and from there once you've chosen which template you want to action you'll see it will drop it out into a document now often organizations that we've worked with have said that's great we'd like the document and we can email that out but what we want to do is have a pdf that we can send so you'll see what that's done is it's grabbed some details from the record uh drop them into the template and you can turn that into a pdf and you ca

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