Document Generation in Collateral Microsoft Dynamics 365 Entities

This video is part of a playlist to support the Audible version of Deploying Microsoft Dynamics 365 Sales and Service v.9, which is available on Amazon and Audible. In this video we walk through the steps necessary to download a One-Click Document Template in Microsoft Dynamics 365, then modify that template by enabling the Developer Tab in Microsoft Word, including mapping fields with the Microsoft Dynamics schema embedded in the template, followed by uploading the One-Click Document Template back into Microsoft Dynamics 365 for use by all users.One-click Document Generation is a feature that, in some cases, has replaced the need for SQL Server Reporting Services and other template merge solutions, as a way of seamlessly generated formatted Word Documents using data from Microsoft Dynamics 365.While the Audible version of the book is convenient, there are times when a picture is worth a thousand words, and so we have identified those instances, and referred listeners to this playlist.Here are the versions of the book: (NOTE: as of August 18th, the Audible version is "still processing ... so please have patience ... thanks!)