Server-Side Synchronization Handbook for Microsoft CRM and Microsoft Exchange
Envision 2017

A new Marriage between Microsoft Word and Microsoft CRM

Given that so much new has been released, sometimes it is easy to miss some of the powerful new features.

Take for instance USING WORD TEMPLATES in CRM. Sure, letters are nice, but have you ever considered the power of all the other data you can pull into a WORD template?

Here is a good place to get started