Build the Presentation

After you create a template containing Ajera CRM data fields, you can merge the actual data into the presentation.

Prerequisite: Create a PowerPoint template and insert Ajera CRM data into it.

To build the presentation, complete the following steps:

1. After you save the template file in PowerPoint, click Deltek Ajera CRM on the Add-Ins tab toolbar, and click Merge Presentation.
2. On the Merge Presentation dialog box, select the Info Center in Merge presentation template from.
3. In Deltek Ajera CRM Item, enter all or a portion of the specific Ajera CRM client, contact, opportunity, or project for which you want to include data in the presentation, and click the lookup button next to the field to select the record in the Lookup dialog box.
4. Click Merge to connect to Ajera CRM and merge Ajera CRM data into your presentation. The integration tool inserts the actual data from Ajera CRM for each field that you inserted into your presentation.
5. When a message displays to confirm that the merge was successful, click OK.
6. After you merge data from Ajera CRM into a presentation, you can toggle between the Ajera CRM field names you inserted and the actual data merged from Ajera CRM:
   • CTRL + Y displays the Ajera CRM field name.
   • CTRL + Z displays the Ajera CRM data.
7. In PowerPoint, save the file with the merged data as a presentation (.pptx) file.
8. Format the data in the presentation as needed and save the presentation again.