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With Microsoft Dynamics 365, users can now automatically generate Word and Excel documents directly from Dynamics 365. This allows documents to be automatically merged, without the need to perform a mail merge or to create custom reports. Documents such as letters, quotes, invoices, delivery notes, and other documents can now be created with a single click. Document Templates In the new release of Dynamics 365 in 2016, there is easy to use template design process,...


Bulk Data Loader for Dynamics 365 is a new cloud service built by the Dynamics team. The primary purpose of this service is to enable bulk import/export of data into Dynamics 365 Online. This tool will allow uploading large data files to cloud staging tables where you can perform data quality functions and push the data into 365 Online. Using data loader, you can move your data between flat files and Dynamics 365, and cut...


Campaigns and Quick Campaigns Microsoft Dynamics 365 allows you to create Campaign records that help you organize your efforts for marketing projects over time. Campaigns are also designed to provide insight on investment for each campaign. They allow you to track the campaign spend and response so you know exactly how effective your marketing efforts are. The campaign record gives you a place to keep track of any activities that are involved in a campaign,...


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