Simplify Document Creation: One-Click Quotes Creation in Dynamics 365 CE.

Event Time

Originally Aired - Wednesday, October 16 9:15 AM - 10:15 AM CT

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Event Location

Location: 213A


Session Details

Title: Simplify Document Creation: One-Click Quotes Creation in Dynamics 365 CE.

Session Description:

Sales and Accounts team spend a lot of time preparing reports which are redundant causing human errors and losing on productive time which could be spent elsewhere. Harness the power of Dataverse, Power Automate and even C# Plugins to generate all sorts of reports for Dynamics 365 which can be generated and sent out with a click of button.

This session will cover Quotations & Invoice Reports document generation in a single button click in Dynamics 365 CRM.
1. Generating Quotations for Fixed Prices, Time & Material & both types of Quotes at the click of a button based on a document template.
2. Generating a detailed invoice report document that includes resource-wise billing details, expense-wise billing details, and total billing details.
3. Learn about actions in Dynamics 365 CRM and use them with a Power Automate flow.
4. Learn to generate Word documents using Power Automate and a lot of Power Platform tips and tricks.

 

PRODUCTS

Sessions

  • Dynamics 365 CE/CRM
  • Power Platform

Type: Breakout Session

Primary Product: Dynamics 365 CE/CRM

Primary Track: Sales

Track: Automation,Operations,Sales

Learning Objective 1: Generating Quotations for Fixed Prices, Time & Material & both types of Quotes at the click of a button based on a document template.

Learning Objective 2: Generating a detailed invoice report document that includes resource-wise billing details, expense-wise billing details, and total billing details.

Learning Objective 3: Learn to generate Word documents using Power Automate and a lot of Power Platform tips and tricks.

Session Objective for Attendee: Optimizing


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