Building personalized Sales Documents using predefined Word and Excel templates in MS CRM 2016

Extracting CRM data for documents such as Account summaries, Quotes, Orders, Invoices, and product sheets was a tedious process, till recently.

But now, Users can easily generate a document from CRM using pre-defined Word and Excel templates, in just one click. Managers can manage the pre-defined templates and using a wizard like flow build custom templates in Word or Excel.

Watch this video to see how this works!

Excel Integration with MSCRM 2016

Salespeople access Customer information from MS CRM frequently, either online or offline. They need this information to perform what if analysis, make changes to data and upload. Are they complaining of moving back and forth between MS CRM and Excel application? Are they spending too much time for this switch over?

To help increase productivity, Microsoft is providing the ability for salespeople to conduct analysis in Excel, directly within Microsoft Dynamics CRM. Excel is now integrated with MS CRM 2016. This eliminates the time and effort required to switch between the applications in the middle of completing a business process.

Watch this video to see how this works!