When Marius Agur Hagelund Lind poked me with this tip I was like, duuuude, who doesn’t know that? Turns out, not a single person in my family knew that so here it is. All yours, Marius Here’s an oldie but goodie. Did you know that you can use related records to calculate a field value?Well […]
Here we expand on the use of Document Templates in CRM 2016. We look at the different options available for including related data, talk about some of the limitations, and finally walk though how to create a template that uses data from different related records. (both parent and child) Give us your feedback, all of […]
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