Learn how to plan and create dynamic Word and PowerPoint Documents. This training session is broken into two sections. A good level of Microsoft Word or PowerPoint experience is required.
This session is focused on providing an overview of the setup and content required for a dynamic template. During the session participants will build a letter template in Microsoft Word.
Features of Dynamic Templates
-What information can I insert into a document or presentation using Dynamic Templates.
-What features are provided with Dynamics Compile.
-Create the user profile with form fields.
-Create a data source to insert company data into a template
Creating a Letter Template
-Learn how to use Dynamics Designer to create forms and insert information into a document.
Overview of the differences in capability between Word and PowerPoint.
This session will focus on learning and applying advanced dynamic features to build complex templates. During the session participants will start to plan and build their own complex template.
Filtering dropdown form fields
Using group bindings and visibility
Update document function
-Options to add dynamic content to PowerPoint
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In-person or virtual workshop for your team. Half-day workshops from $1500 for a team of 8 people.