Example: Microsoft PowerPoint Integration

In this example, you need to create a PowerPoint presentation for a prospect and want to use the opportunity entitled "Automated Battle Planning System."

To create the presentation, complete the following steps:

1. In PowerPoint, click the Add-Ins tab, click Deltek Vision on the toolbar, and click Create Template.
2. In Create presentation template for, select Opportunity.
3. Click Create Template.
4. On the PowerPoint page, place the cursor where you want to insert the merge code.
5. On the Deltek Vision Merge Codes dialog box, select Address1 in Field and click Insert. Vision inserts the merge code onto the PowerPoint page.
6. Repeat step 5 for each of the other Address fields and for City, State, and Zip .
7. In Preceding Text on the Deltek Vision Merge Codes dialog box, type Estimated Start Date: , select Est Start Date in Field, and click Insert.
8. Save the PowerPoint presentation as a template (.POTX) file.
9. On the Add-Ins tab toolbar, click Deltek Vision, and click Merge Presentation.
10. Enter Automated in the Deltek Vision Item field, and press the TAB key. The Deltek Vision Opportunity InfoCenter Lookup dialog box displays.
11. Select Automated Battle Planning System and click Select.
12. Click Merge. The merge codes convert to merge data.
13. When a message displays to confirm that the merge was successful, click OK.
14. Format the data as needed, and save the presentation.