Dynamics 365 Word Template Design: 4-Hr Workshop

A 4-hour remote Workshop to review and discuss your document requirements in Dynamics 365.

Agenda

1 hour:

Remote review of document requirements and discussion of best practices on template design and configuration using DocumentsCorePack for Dynamics 365.

3 hours:

Joint template design where we will help in creating and testing your initial templates and deploying them.

Note:

The Workshop will be carried out remotely using common screen-sharing technologies.