Microsoft prepares combined CRM, ERP Dynamics 365 cloud bundle

Will Dynamics 365 replace Dynamics CRM on-line and the cloud models of Dynamics NAV, GP and AX? in that case, when will these current cloud services go away?Microsoft is combining its latest CRM and ERP cloud items into a single cloud bundle or not it's calling Microsoft Dynamics 365.

the new offering, which could be available starting this fall, will encompass financials, field provider, revenue, operations, advertising and marketing, project service automation, and consumer service, in keeping with a July 6 weblog publish asserting the brand new offering.

The Dynamics 365 carrier will be built-in with office 365, the use of a common information model with Microsoft's office-in-the-cloud service.

each apps and enterprise processes could be integrated between the two, with Microsoft functions like energy BI business intelligence, the Microsoft circulation experience-automation and PowerApps building tools for non-skilled devs being shared across the capabilities.

there will also be some variety of connectors obtainable as part of the Dynamics 365 carrier with the intention to give customized application programming interfaces so that you can facilitate integration with different apps and capabilities from Microsoft and partners.

Microsoft additionally unveiled these days a brand new business carrier and software finder referred to as AppSource. AppSource is a website where users will be capable of finding and look at various line-of-business software-as-a-provider apps from Microsoft and its partners. at the moment, AppSource comprises greater than 200 enterprise SaaS apps, add-ins, and content packs, in keeping with Microsoft officials.

i wonder if Dynamics 365 is simply the expansion of Microsoft's income productivity bundle which the company introduced two years ago. at the moment, Microsoft mixed Dynamics CRM online knowledgeable with workplace 365 Plan E3 and vigor BI, the company's company analytics service and made that bundle purchasable for $sixty five per consumer monthly.

Microsoft officials plan to share extra information about Dynamics 365 at next week's international companion conference in Toronto. in the meantime, i'll replace this submit with any further tidbits i will be able to get involving what this skill for Microsoft's present CRM and ERP products and capabilities.

update No. 1: in accordance with MSDynamicsWorld.com, Dynamics 365 should be generally a repackaging and re-architecting of the capabilities of Dynamics CRM, Dynamics AX, and challenge Madeira. project Madeira is Microsoft's new small-enterprise utility-as-a-carrier providing constructed on the Microsoft Dynamics NAV platform.

Microsoft is planning to make purchasable two packaging options for Dynamics 365, MSDynamicsWorld noted. There should be a "enterprise" option for small and midsize agencies and an "business" one for greater deployments. consumers might be in a position to purchase handiest the add-ons they want, all the way down to the degree of a singular company app.

MSDynamicsWorld become informed that Dynamics 365 should be a complement to Microsoft's existing Dynamics ERP and CRM line-up, and never a replacement to any of the latest items there.

replace No. 2: listed below are solutions to a few of my questions about latest announcement, offered to me from a Microsoft spokesperson.

Q: Does Dynamics 365 exchange/supersede mission Madeira, which is at present in preview? Or will Madeira still be introduced, too?

A: Coming within the fall, Microsoft Dynamics 365 will include Dynamics 365 Financials for enterprise, a finished accounting and enterprise management answer for SMBs. That providing is at the moment in preview within the US today as Microsoft task "Madeira."

Q: MSDynamicsWorld pronounced that there subsequently may be two versions of Dynamics 365: enterprise and business. what is the difference between these 2? Pricing? Licensing data?

A: Later this autumn, we are planning to convey two variants of Microsoft Dynamics 365: "company" for SMBs, and "enterprise" for better deployments. each version has a group of aim-constructed applications -- as an instance, Operations, income, and consumer carrier.

Dynamics 365 presents consumers the flexibleness to develop at their own pace and extend into further capabilities effectively to run their total enterprise in the relied on Microsoft cloud.

There are 2 methods to license Dynamics 365 - by means of software or by personalized function. function-primarily based licensing is designed to aid purchasers to support their employees in real world enabling them to entry performance across all applications within Dynamics 365. we are going to share further particulars on pricing nearer to availability.

Q: Microsoft execs say Dynamics 365 supposedly isn't very nearly repackaging, however additionally re-architecting. What constitutes the re-architecting?

A: Microsoft Dynamics 365 is our subsequent era of company apps in the cloud. These apps bring together the complete energy of Microsoft throughout productiveness, advanced analytics, vigor BI and IoT, with the power of Azure and a brand new utility platform and common information mannequin.

The general information mannequin is a cloud-resident enterprise database, constructed on years of experience with our commercial enterprise valued clientele. it will come with lots of of ordinary enterprise entities spanning each enterprise technique (Dynamics 365) and productiveness (workplace 365). The standardization and consistency of schema permits companions to build ingenious functions and to automate company techniques spanning the entire enterprise procedure spectrum with confidence their options may also be without difficulty deployed and used throughout Microsoft's complete customer base.

Q: The Wall highway Journal story on Dynamics 365 says this repackaging and rearchitecting additionally will come to on-prem types of Dynamics CRM and ERP. is that this suitable? When? Will it change the way the items are sold now?

A: For purchasers the usage of current Dynamics cloud solutions - Dynamics CRM online or Dynamics AX online - Microsoft Dynamics 365 has been very specifically and thoroughly designed to be a seamless transition.

For these requiring options for on premises or in deepest clouds, we can continue to innovate in, and support, our extraordinary Dynamics CRM, Dynamics AX, NAV, GP and SL solutions. we can additionally present shoppers connectors in the event that they are looking to use a hybrid of on-premises and cloud solutions and a migration course when they're ready to circulation to the cloud.

we will share additional particulars nearer to availability.

replace No. 3 (July 7): answers (or at the least "responses") to 2 extra questions from a corporation spokesperson.

Q: Will Dynamics 365 replace Dynamics CRM on-line and the cloud types of Dynamics NAV, GP and AX? in that case, when will these current cloud functions go away?

A: Dynamics 365 builds on and unifies our current Microsoft Dynamics cloud choices for CRM and ERP. we can have a transparent, seamless plan for valued clientele to get Dynamics 365 when its accessible and may share more details as we get closer to Fall. (MJF: I feel this potential sure, these present on-line Dynamics features will go away. but no word on when.)

Q: Given brand new Dynamics 365 announcement is ready business procedures, i'm wondering how the GigJam collaboration carrier fits into this. Will GigJam be part of Dynamics 365?

A: We shouldn't have specifics to share on this but can touch base with you on product particulars as we get closer to Fall

7 features for Microsoft Power BI

Power BI is Microsoft’s interactive facts visualization and analytics tool for enterprise intelligence. that you may use it to drag data from a wide array of programs in the cloud and on-premises and create dashboards that music the metrics you care in regards to the most, or drill in and (actually) ask questions on your statistics. which you could create wealthy reviews or embed dashboards and reports into reporting portals you already use. The dashboards, experiences, and visualizations that you would be able to create go a long way beyond bar and pie charts, but you don’t need to be a designer to use them. right here’s the way to get greater insights from the assistance you have already got, in more areas than you might be expecting.

1. Visualize the functions you employ

Power BI has a whole bunch of content material packs, templates, and integrations for a whole bunch of information capabilities, apps, and functions that include pre-set stories and visualizations — and never just Microsoft ones like Dynamics 365 and SQL Server.

if you use Xero for accounting, or K2 Appit for SharePoint to construct company procedures, or Adobe advertising Cloud, SAP HANA, Salesforce, MailChimp, Marketo or Google Analytics, and even GitHub, which you can use Power BI to visualize the information you have in these capabilities, create studies in opposition t them and produce them together in a customized dashboard. which you can additionally install the on-premises gateway to make use of Power BI to discover records units for your personal servers. In that manner that you may examine web page guests with income, or see which promotions have been introduced to new shoppers. that you would be able to create your personal experiences and visualizations, perform calculations (energy BI calls these calculated measures), and set entry stages for particular person users, data sources, or specific dashboards and stories to control who can view greater sensitive tips.

2. tell experiences along with your data

Charts are tremendous for numbers, but when you want to exhibit counsel that adjustments over time in a way that’s effortless to bear in mind, are trying the brand new Timeline Storyteller custom visual for energy BI. which you can create a linear list of dates or times, or lay them out in circles, spirals, grids or customized shapes. which you could also demonstrate a chronological listing, a chain that suggests the period of hobbies, or decide upon relative or logarithmic scales. decide upon a way to most effectively symbolize, scale, and layout your statistics, and Power BI will build a timeline from it; use that to inform the background of your business, reveal how demand is becoming, or clarify anything by which the sequence of hobbies concerns.

3. explore ‘What-ifs’

that you would be able to compare diverse eventualities in Excel, however, Power BI lets you do it via dragging a slider bar to demonstrate alterations. Add a calculated measure for a figure akin to earnings and you'll use the new Parameter button in the Power BI computing device to add parameters that exchange in your What-if situation – atmosphere the statistics classification, minimum, highest, and increments. That creates a calculated measure so you might reference in different calculated measures, so in case you create a What-if parameter for the number of customers who reply to a particular promotion which you can plug that into components that you just create to exhibit how many consumer support tickets you could are expecting to must cope with. Tick “Add slider to this web page” within the What-if parameter dialog so as to add a slider bar so you might drag to show the change when the number of consumer responses is greater or lower.

4. Ask questions in real-time

instead of designing charts and stories, use the natural language points of energy BI to ask questions and get visualizations in response. that you could specify the way the data is presented — ask for “total earnings by way of the region by using the month as a line” — or let Power BI prefer a design that fits the facts with a greater standard question like “what had been the income numbers for closing quarter?”

If there are tiles pinned to the dashboard, Q&A will indicate those as questions, and as you category a question it is going to imply phrases you might add in keeping with the tables within the information set. If the question seems to be extremely helpful, you could pin the visualization to the dashboard, making this an easy approach to create visualizations for a knowledge set. in case you personal the records set, which you can also add featured questions in the dashboard settings. Q&A uses the names of tables, columns and calculated fields within the data sets; if the column is known as area as opposed to region, you’d deserve to ask for “income by using environment” unless you add synonyms, and desk names like CustomerSummary will make Q&A less natural than names like consumers (however Q&A would be aware of that’s the table you desire if you ask about “consumer summaries in Chicago” since it can ruin phrases up and be aware plurals).

Power BI Q&A works within the power BI website and the iOS power BI app. it will possibly work on records stored in an Excel table (or in a database by way of the on-premises gateway if you enable Q&A for the statistics set) otherwise you can use power Pivot to optimize the facts set for Q&A. make certain all the tables to your statistics set are joined accurately, assess records types for dates and numbers, and create the default container set for columns and a default label for tables to tweak the columns displayed and the type of graph or chart Q&A will exhibit.

5. custom visualizations

energy BI contains a good range of visualizations, and you can add extra, both with the aid of downloading them from the official shop or via growing your personal with the open-source energy BI custom visual tool (which makes use of CSS, TypeScript, and NodeJS). The office save comprises visualizations from Microsoft, like be aware clouds, a correlation plot based on R script, chord charts to demonstrate interrelationships in a circular matrix, the “field and whisker plot” that highlights outliers, clusters, and percentiles to reveal statistics that may otherwise wander off in summarized figures like averages, in addition to visualizations created via different energy BI valued clientele.

that you would be able to also link Visio diagrams to Power BI to make use of those as customized visuals, in case you want to analyze progress through workflows and processes. if you have Excel analytics fashions, that you would be able to use Frontline’s Analytic Solver to show them into custom power BI visualizations with no need to design the custom visible in JavaScript. What you get isn’t a static record; it’s a dynamic mannequin for you to drag and drop different vigor BI statistics units onto to simulate or optimize distinctive alternatives.

6. fit more information into government dashboards

diverse BI users need distinctive levels of counsel in their visualizations. Managers and enterprise analysts may additionally need lots of details, but if your executives are tracking 20 or 30 key metrics, possibly for distinctive areas worldwide, it’s enhanced to present that at a glance with a simple view that shows the target and the genuine figure rather than a more complex visualization. That way which you can look up counsel instantly in a gathering without getting lost in too many charts and figures. The power KPI custom visualization combines assorted document kinds right into a single tile.

7. power BI is for IT records, too

It isn’t simplest business clients who've enormous amounts of information they need to distill down for insights; that you would be able to use energy BI to imagine records for IT monitoring equipment. The power BI solution template for Azure recreation Logs uses an Azure SQL database and circulate Analytics to bring together logs and screen them using pre-developed vigor BI desktop studies so that you can examine tendencies in utilization and complications. There’s additionally a group of pre-developed power BI studies for the Intune records Warehouse that indicates device particulars like configurations and compliance state, and an answer template for gadget middle Configuration manager with a dashboard that covers customer and server health, malware insurance policy degrees, application stock and which gadgets are lacking updates. There are templates for a variety of different tools, and you may construct your personal dashboards and reviews for different tools so long as that you could get the records right into a SQL Server or Azure SQL database.

Mastering Microsoft Power Bi: Expert techniques for effective data analytics and business intelligence

BUSINESS ANALYTICS FOR BEGINNERS: A Systematic Guide To Decision Making, Data Analysis And Redefining Business Strategies With Models For Beginners And Experts (English Edition)

Interested in a different Business Analytics Platform?

Automatically Generate Quotes for Deals in Microsoft Dynamics CRM

Simplifying your sales process can have a huge impact on your business.  With a tool like Microsoft Dynamics CRM you can manage your entire sales process from one location.  Add WebMerge to the process and you can instantly generate documents like contract, quotes, proposals, and more.

In this example, we’re going to show you how to automatically generate a quote when a new opportunity is added to Dynamics CRM.  We’ll then email the quote directly to our customer for their review.

To get started, we’re going to setup the template for our quote.  We’re going to build the template using a Word document.  Inside Word, we’re going to add our repeating information like our logo, contact info, and then for the spots that we want to insert specific information about the opportunity, we’re going to use merge fields that look like: {$OpportunityName}, {$Description}, {$Customer_Name}, etc.

These merge fields can be named anything you’d like, but cannot contain spaces or special characters.

Here’s what our quote template looks like:
 

Once we have our template ready, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button.  Enter a name for the document, then on the next step pick Office Document as the document type then pick the file from your computer.
 

After you upload your document, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to produce a PDF and we’re going to include the name of the opportunity in our file name.
 

Next, we’re going to setup the delivery of our document so that it is automatically emailed directly to our customer.  Under the Deliver tab, click the Edit button under our default email delivery.  For the “To” address, we’re going to select the merge field for our customer’s email address.  Feel free to edit any of the other email settings.
 

After you save your email delivery, we are done with the setup process inside WebMerge and we’re ready to setup the integration with Dynamics CRM.  To help with the integration, we’re going to use our friends over a Zapier.

Inside Zapier, we’re going to setup a new Zap.  For the Trigger, we’re going to choose Microsoft Dynamics CRM as the app, then New Opportunity as the trigger.
 

After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity to make sure that everything is working correctly.  Follow those steps and continue.

Next, we’re going to setup the Action of our zap and we’re going to choose WebMerge as the app, then Create Document Merge as the action.
 

Once you authenticate your WebMerge account, Zapier is going to load a list of the documents in your account.  Go ahead and pick the quote document you just setup and Zapier is going to load a list of the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Dynamic CRM.  This tells Zapier how to send your Opportunity data over to WebMerge so that it is populated in the correct spot on your template.
 

Once you have all of your merge fields matched up, we’re going to turn our Zap on and we’re ready to run a test!  Open up Dynamics CRM and then create a new opportunity.  Zapier will detect the new opportunity and send the data over to WebMerge and your quote will be generated.

Here's what our merged quote looked like:
 

Congrats, you’re all done!  You can now automatically generate all types of documents from Dynamics CRM.  Can you think of any other ways that you could utilize WebMerge to simplify your paperwork process?

Gravity Forms Dynamics CRM Addon

Gravity Forms Addon to connect CRM vTiger, Microsoft Dynamics CRM, SugarCRM 6 and 7, SuiteCRM, Odoo 8, ESPO CRM, VTE CRM, Zoho CRM, Salesforce, Bitrix24, HubSpot CRM and Solve360.

Gravity Forms CRM Addon allows you to connect different CRM and create new Leads as the forms are filled automatically.

Gravity Forms is the best way to use forms in your web, becouse it has much power, flexibilty and functionality than CRM HTML Forms. But with this plugin you can connect every entry that is filled directly to the CRM.

The plugin setup is very easy. Once you have uploaded the plugin, you configure the plugin in Gravity Forms Options > Settings > CRM, with the URL, user and password of the user that will create the entries in the CRM.

After that, you go to each form that you want to connect with the CRM. In the options CRM inside the form, you will see a mapping fields where you choose for every field, the equivalent for CRM software field.

The plugin connects with the CRM via webservice, a secure and best way to connect it.

At this time, CRM Software that are supported are: vTiger 6.x, SugarCRM, Microsoft Dynamics Online CRM 2015, SugarCRM Community Edition 6.4.x, 6.5.x, 6.6.x, 6.7.x, SugarCRM 7, SuiteCRM, Odoo 8, ESPO CRM, VTE CRM, Zoho CRM, Salesforce, Bitrix24, HubSpot CRM and Solve360.

You can only use one type of CRM in the web with this version.

We will support more CRM, you can comment which CRM you would like to use, and we will consider in next versions.

Translations: Spanish.

INSTALL

Changelog

v2.6

• Added support to HubSpot CRM.

v2.5

• Emails to administrator when it cannot create the lead in CRM with error message.

v2.4.2

• Fixed bugs with MSDynamics.

v2.4.1

• Better debug messages for Bitrix.

v2.4

• Fixed error with facturadirecta.
• Better support for SuiteCRM (two libraries connection).

v2.3

• Better manage multiselect and checkbox fields.
• Internal better management of Libraries.
• Fixed bug textarea with line breaks does not send to CRM.
• Fixed bug Bitrix URL connection.

v2.2

• Server check system.
• Support to FacturaDirecta.
• Support to Odoo 9.
• Solved problems with vTiger description.

v2.1

• Added connection with Solve360 CRM.

v2.0

• Added connection with Bitrix24 CRM.
• Minor fixes with SugarCRM7 not mandatory Teams.

v1.9

• Added MS Dynamics on Premise. Use it if MS Dynamics Online does not work for you.
• Solved fixes connection to SugarCRM 6.
• Solved fixes with Odoo map function.

v1.8.1

• Finally solved connection with MS Dynamics. Problems from MS Dynamics API library.

v1.8

• Added connection with Salesforce.

v1.7

• Added connection with Zoho CRM.
• New debug mode to show vars and errors when Wordpress Debug mode is activated.
• Added POT File for translations.

v1.6.1

• Fixed connection with MS Dynamics.

v1.6

• Added connection with ESPO CRM.

v1.5

• Added connection with SugarCRM 7.

v1.4

• Added connection with VTE CRM.
• Cleaned methods for better support to CRMs.
• Login issue with SugarCRM.

v1.3.1

• Suite CRM Password issue.

v1.3

• Added support for Microsoft Dynamics CRM 2015.

v1.2

• Added support for SuiteCRM.

v1.1.2

• Solving login problems with SugarCRM.

v1.1.1

• Bugfixes.

v1.1

• Support to Odoo 8.
• Updated translation in Spanish.
• Change Settings input depending of CRM.

v1.0.2

• Handle vTiger errors

v1.0.1

• Some fixes after submit form
• WP Updates automatically

Automatically Generate Contracts and Agreements from Microsoft Dynamics CRM

Managing your sales process can be a difficult task unless you have the right tools in place.  With a CRM like Microsoft Dynamics CRM, you can manage your leads, contacts, and opportunities from a single interface.  Plus, your whole team can always be in sync.

Another way you can improve your sales process is to add WebMerge to the mix to automatically generate documents like contracts, invoices, quotes and more.  You’ll never have to copy and paste again!

In this example, we’re going to show you how you can automatically generate NDA agreements for each new contact that we add to our CRM.  We’ll also automatically send out the contract for e-signature via DocuSign.  To help with the integration between Dynamics and WebMerge, we’ll be using our friends over at Zapier.

To get started, we’re going to setup the template for our NDA agreement using a Word document.  Inside the Word document, we’re going to add our boilerplate agreement terms, and then for the spots that we want our contact’s information to go, we’re going to use merge fields that look like {$FirstName}, {$LastName}, {$Address}, etc.

Here’s what our template looks like:
 

Since we’ll be collecting a signature using DocuSign, we need to add a signature tag to our document as well so that DocuSign knows where to embed the signature.  This signature tag is just like any other text in your document and looks like:  \s1\
 

Once we have our template all finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and then enter a name.  On the next step, select Office Document as the document type and then pick the file from your computer.
 

After you’ve uploaded your template, you’ll be taken to the Settings tab.  Here, you can update various options like the type of file that you want to generate and the name of the file.  For this example, we’re going to generate a PDF and include the name of our contact in the file name.
 

Next, we’re going to setup the integration with DocuSign so that our document is automatically delivered to DocuSign for signature.  Under the Deliver tab, click the New Delivery button and select DocuSign.

After you authenticate your DocuSign account, you’ll need to define the signers using merge fields.  If you don’t have these merge fields in your document, simply select <<Other>> from the dropdown and then type in new merge fields.
 

After we’ve finished up the Docusign delivery, we’re done with the setup inside WebMerge and we’re ready to setup the integration with Zapier.

Inside Zapier, we’re going to create a New Zap.  For the Trigger, we’re going to choose Microsoft Dynamics CRM as the service and then New Contact as the trigger.
 

After you authenticate your Dynamics CRM account, Zapier will load a test contact to make sure everything is working correctly.

Next, we’re going to setup and Action of the Zap.  We’re going to pick WebMerge as the service and then Create Document Merge as the action.
 

After you authenticate your WebMerge account, Zapier is going to load a list of all the documents in your WebMerge account.  Go ahead and pick the NDA template that you just setup.  Once you pick the document, Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you need to pick the corresponding fields from Microsoft Dynamics CRM.  This tells Zapier how to send data over WebMerge so that it gets populated in the correct spot in your template.
 

After you have matched up all of your merge fields, go ahead and save your Zap and turn it on.  It’s time to run a test to make sure everything is working correctly.  Login to Dynamics CRM and add a new contact.  Zapier will detect this new contact, send the data over to WebMerge, and your contract will be generated and sent over to DocuSign.

Here’s what our NDA looked like ready for signature:
 

Congrats, you’re all done!  You can now automatically generate all types of documents from Microsoft Dynamics CRM.  Can you think of any other ways that you can use WebMerge to simplify your paperwork process?
 

Get Started Now!

Instantly Send Proposals for New Opportunities in Microsoft Dynamics CRM

Streamlining your sales process can have huge benefits to both your customers and your sales team.  From helping your sales team track leads to closing deals faster, with a tool like Microsoft Dynamics CRM you can put your best foot forward.

Along with the sales process comes the paperwork and with a tool like WebMerge, you can automatically generate all kinds of documents like invoices, quotes, contracts, and more.  In this example, we’re going to show you how to automatically generate a proposal for new opportunities that are added to Dynamics CRM.

To get started, we’re going to setup the template for our proposal using a Word document.  Inside our Word document, we’re going to include our boilerplate proposal information, and then for the spots that we want data from our opportunity to be inserted, we’re going to add merge fields like {$FirstName}, {$OpportunityName}, etc.

Here’s what our proposal template looks like:
 

Once you have your template ready, we need to upload it to WebMerge.  Form the Documents page in WebMerge, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then select the file from your computer.
 

After you upload your template, you’re going to be taken to the Settings tab where you can update various settings like the type of file that is generated and the name of the file.  For this example, we’re going to generate a PDF and include the name of our opportunity in the name of the file.
 

Next, we’re going to setup the Email delivery so that our proposal is automatically emailed to our client when it is generated.  Under the Deliver tab, go ahead and Edit the default email delivery.  For the “To” address, we’re going to change that to the merge field for our contact’s email address.  Feel free to change any of the other settings for the email.
 

After we have our email delivery saved, we’re ready to integrate our proposal template with Microsoft Dynamics CRM.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, go ahead and create a New Zap.  For the Trigger, we’re going to choose Microsoft Dynamics CRM as the service and then New Opportunity as the trigger.
 

After you authenticate your Dynamics CRM account, Zapier is going to load a test opportunity from Dynamics CRM to make sure everything works correctly.  Follow those steps and move on.

Next, we’re going to setup the Action of our Zap.  For the service, select WebMerge and then Create Document Merge as the action.
 

Once you authenticate your WebMerge account, Zapier is going to load a list of the documents in your account.  Go ahead and pick the proposal template that you just setup in WebMerge.  Once you pick the template, Zapier will load a list of all the merge fields in your template.

For each of the merge fields you need to pick the corresponding field from Dynamics CRM.  This tells Zapier how to send the data over to WebMerge so that it gets populated in the correct spot on your template.
 

Once you have matched up all of your merge fields, go ahead and save your zap and then turn it on.  We’re ready for a test! Login to Dynamics CRM and create a new opportunity.  Zapier will detect this new opportunity and send the data over to WebMerge.

Here’s what our proposal looked like:
 

Congrats, you’re all finished!  You can now automatically generate all kinds of documents from Microsoft Dynamics CRM.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?

GET STARTED