In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss PDFing and document generation in Dynamics 365 (another listener question!).

Discussed on the show

A cornucopia of methods to generate documents that leverage Dynamics 365 data:

  • Email templates
  • Word templates
  • SSRS Reporting
  • Community tools
  • 3rd party ISV tools
  • Output formats and PDF generation
  • Driving user adoption
  • Security & GDPR considerations
  • Leveraging PowerApps

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