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welcome everyone to this weeks Wednesday webinar today were going to be talking about creating word templates within CRM now why use a word template and kind of what it is they really are just a shell document that youre gonna create within word but it pulls data fields from CRM and you could dictate which data fields you want to pull in it just eliminates having to manually type things out or you take data from and try and plug it in to other documents its completely customizable a lot of people like to use them because you can add logos and such things to that for when youre gonna give like a customer or a vendor some sort of documentation some of the things that Ive seen word templates used for is handing over like a case or an opportunity to like a production team similar to like a work order which there are work orders and things like that within CRM but a lot of times people use this when the production team either needs to take something physical like out to a field or to
