Managing Data Fields
Each Microsoft Dynamics CRM entity has many data attributes (fields). The basic templates have default attributes (fields) chosen, but you can add or remove data attributes (fields) that you want within the template. Just click the Data Fields button to see those fields (see Figure 14.9).
Figure 14.9. The Data Fields button.
One use of a template is to prepare professional-looking quotes. You can take data from a quote entered in Microsoft Dynamics CRM and merge it into a Microsoft Word document, using a template to merge it into a final Word document that includes your logo, choice of fonts, colors, and the data fields of ...
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