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.
Sessions
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Dynamics 365 CE/CRM
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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