Creating a Sales Report Template for Dynamics 365: Step-by-Step Tutorial
In this tutorial, we'll guide you through the process of creating a customized sales report template that gives an overview of an account’s related sales entities using DocumentsCorePack. This step-by-step guide showcases the various capabilities of DocumentsCorePack, such as incorporating basic fields, implementing Advanced String fields, harnessing the power of the Relationship Designer, and performing data aggregation.
How to create an account sales report template documentation: https://buff.ly/3PILRWY
Getting Started with Template Designer: https://buff.ly/3EIQtHo
Start your DocumentsCorePack 14-days free trial: https://buff.ly/3Fhyq9w