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Our solution will help you design and create Word templates for Dynamics 365.
A 4-hour remote Workshop to review and discuss your document requirements in Dynamics 365.
Remote review of document requirements and discussion of best practices on template design and configuration using DocumentsCorePack for Dynamics 365.
Joint template design where we will help in creating and testing your initial templates and deploying them.
The Workshop will be carried out remotely using common screen-sharing technologies.