One of my favourite things about Microsoft Dynamics 365 is that it includes a fantastic xRM platform that enables users to leverage what it can already do but also extend the out of the box system and build alongside and on top of it. With every release since 2013 there has been a huge expansion to the out of the box functionality.
There is quite a lot of literature regarding creating Word Templates around now, I touched upon it in my previous post, and the infographic here on twitter. When was I was recently researching a separate blog post, I came across a way to create a Word Template using an out of the box Action and a simple Workflow. From playing around with this, I’ve thought about loads of ideas and solutions that could utilise this functionality and how it can be extended to create things like auto-generated scheduled emails (which are unavailable in CRM Online as they are on Premise), things like Goal leader-board updates and things like that. I’ll be working on some of these in the future and they will feature in some posts coming soon.