Every week brings new projects, emails, documents, and task lists. How much of that is completely different from the work you’ve done before? Don’t reinvent the wheel every time you start something new. Instead, use templates—standardized files with text and formatting as starting point for new work.
- Using a template means you’re less likely to leave out key information.
- Templates also guarantee consistency.
- With a template, you know the update will always have the same formatting, design, and general structure.
Having document templates set up can improve document quality across the whole business. It can save time by having a document populated with Dynamics 365 data with just a few clicks as well as ensure a consistent look and feel out to your customers. OK-solution can build any template for your business. Package includes 1 document.
- We complete 1 Word Templates for you
- We analyse your existing Word Templates
- We match the required data in your dynamics implementation
- We configure required changes to your datamodell and create flows if necessary
- We deploy and test to make sure the template is working like expected
3 days and you can start with your CRM, just for
*For the new customers only