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#MICROSOFT DYNAMICS CRM 2016 DOWNLOAD TRAIL PDF#

In the above example, all active and resolved cases will be displayed, for the selected Account. CRM 2016 Word Template does not have the feature to filter records by view. To display the record of a client (Account) and all its unresolved cases, select the “All Unresolved Cases” view, when the template is designed.

When listing child records, whether the records are selected in list view or from an open record (form view), in Dynamics Docs you can apply a filter which is an entity view.

If you wish to display records from list view, like listing all unresolved cases, in CRM 2016 you need to use an Excel Template not Word Template of CRM 2016.

Dynamics Docs can display records from List View and from the record form including child and related records.

This post lists important features available with Dynamics Docs when compared with CRM 2016 Word Templates.

#MICROSOFT DYNAMICS CRM 2016 DOWNLOAD TRAIL PDF#

These two functions are not available with CRM 2016 Word Templates, but are available with Dynamics PDF-Docs, another add-on to CRM 2016 to PDF Word Templates or Email them with CRM Workflows.Ĭlick here to download Dynamics PDF-Docs trial version With Dynamics Docs, the generation of the document and attachment as PDF to an Email, can be triggered with CRM Workflow.

Note: Dynamics Docs comes with the functionality of 1-click to attach document as PDF file, to an Email or Note. Unlike Documents Templates released for CRM 2016 only, Dynamics Docs comes with advanced features not available in CRM 2016 Word Templates, and Dynamics Docs is also designed for earlier versions of Microsoft CRM (CRM 2011, CRM 2013, CRM 2015 & CRM 2016).Ĭlick here to download Dynamics Docs trial version Earlier this year Dynamics Objects released a similar product, Dynamics Docs, to merge CRM fields in Word Document. About the end of 2015 Microsoft released CRM 2016 with new features allowing CRM users to create Word Templates with merged fields from CRM records.