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More than ever, businesses are looking for ways to pump up the way they produce dynamic, personalized documents. In this informative webinar, you will learn how to overcome the quirks and limitations of Mail Merge while retaining all the benefits and familiarity of Word. From the simplest letter to the most complex quotes and contracts, from merging plain text to embedding images, charts and 3D renderings, from low to high volume scenarios, empower users to get the job done quickly and efficiently.
Whether you’re still on CRM 4 or already using CRM 2015, Xpertdoc helps you bring document creation to a whole new weight class!
The CRMUG Partner Showcase was developed so user group members could learn more about specific products and services available in the marketplace. The Dynamics CRM User Group is not in a position to specifically endorse any companies or products. Your participation in this program is voluntary. As always, CRMUG encourages you to evaluate ancillary products and services thoroughly when contemplating adding them to your optimal portfolio.
Webinar recording00:55:05