Document Generation in Dynamics 365 – Ep 23

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss PDFing and document generation in Dynamics 365 (another listener question!).

Discussed on the show

A cornucopia of methods to generate documents that leverage Dynamics 365 data:

  • Email templates
  • Word templates
  • SSRS Reporting
  • Community tools
  • 3rd party ISV tools
  • Output formats and PDF generation
  • Driving user adoption
  • Security & GDPR considerations
  • Leveraging PowerApps

What’s on your mind?

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About the Author

There is such a thriving and growing community around Dynamics 365. So why is it so hard to find good insights about what to consider and how to implement this or that feature, solution, app, or enhancement (without diving into code)? Join the conversation with hosts Britta Scampton and Matthew C. Anderson, longtime champions of the Dynamics platform.

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