accountcontactopportunityGenerate a PowerPoint account review from Dynamics 365
Quarterly account reviews are assembled by hand from data the CRM already has: the account snapshot, the contacts, the open pipeline. An hour of copying per account, repeated every quarter, is the cost of not having a deck that fills itself.
VerseDocs treats a .pptx like a .docx. Tokens work in any text box and any table cell; a table row with {{#each}} in its first cell and {{/each}} in its last repeats per related row; and a block that opens on one slide and closes on a later one repeats that whole run of slides per item. The account review starter uses the table-row form to list contacts and opportunities on one slide each.
Unlimited watermarked use, no time limit. $2,400 a year per tenant removes the watermark.
From record to account review deck in 3 steps
Download the account review deck
Bound to account, with active contacts and open opportunities pulled in by two filtered link-entities. Restyle it to your brand in PowerPoint; the tokens survive.
Load it in Template Studio
New Template, bound table account, type pptx, upload, paste manifest and sample data, preview.
Generate from the account
Open the account, click Generate document, pick the deck and PowerPoint or PDF. It lands on the timeline. Bulk-generate for a territory from the accounts view.
Start from the account review deck starter
The opportunities link-entity filters on statecode eq 0 (open) and orders by estimated close date. Change the filter to include won deals for a year-in-review deck. {{sum:account.opportunities.estimatedvalue:N0}} totals the formatted currency strings correctly.
- Title slide with the account name, month and account owner
- Snapshot: account number, industry, revenue, employees, primary contact, phone, website, relationship type, owner, description
- Key contacts table that repeats one row per active contact
- Open opportunities table with estimated revenue, close month, probability and stage, plus a count and a summed total
- Next steps slide with placeholders
Tokens in the template
{{account.name}} · Account review · {{date:MMMM yyyy}}
Name | Role | Email
{{#each account.contacts}}{{fullname}} | {{jobtitle}} | {{emailaddress1}}{{/each}}
Opportunity | Est. revenue | Close | Probability
{{#each account.opportunities}}{{name}} | {{estimatedvalue}} | {{_raw.estimatedclosedate:MMM yyyy}} | {{closeprobability}}%{{/each}}
{{count:account.opportunities}} open · {{sum:account.opportunities.estimatedvalue:N0}} pipelinePaste any of this into the template playground with the sample data to see it render in your browser.
- Can I get one slide per opportunity instead of a table?
- A block that opens on one slide and closes on a later one repeats that slide range per item, so the minimum is two slides per opportunity. For one slide per item, the table-row loop on a single slide is the right tool.
- Do charts update?
- No. Tokens fill text and table cells; embedded chart data is not rewritten. Put the numbers in a table, or generate the chart image in a flow and place it in a Word document with {{image:}}.
- Can the deck be produced as PDF for emailing?
- Yes. Choose PDF in the dialog or set outputFormat to pdf in a flow; the deck is converted inside the sandbox.
Rendered in your tenant. Priced per tenant.
VerseDocs is a managed solution of Dataverse plug-ins. Templates, field values and generated files stay in your environment. Try every feature free with a watermark; one licence key removes it for every environment, user and document in the tenant.