mscrm-addons.com - Blog

News.mscrm-addons.com Blog

rss

Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


Bianca
Bianca
Bianca's Blog

Dynamics 365 Unified Interface limitations
This article describes missing functionalities of our add-ons in comparison of the Dynamics 365 default UI with the new Unified Interface.

How to merge a document and start an in-person signing process
This blog article outlines how to merge a document with Adobe Sign and start an in-person signing process. With the in-person signing, a host facilitates an Adobe Sign session. The host must be an Adobe Sign account holder and the signers are only required to be with the host in order to sign documents.

How to merge a document with Adobe Sign by e-mail
This blog article outlines how to merge a document with Adobe Sign by e-mail. In this example, we use a template which contains two signees. The document will be sent via e-mail to the two signees be signed. The result can look like in the figure below.

Adobe Sign for DocumentsCorePack
We are happy to announce that we offer the possibility to use Adobe Sign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics 365 to a whole new level.

AttachmentExtractor Online Scheme
This blog article outlines how the Cloud service structure for AttachmentExtractor works. AttachmentExtractor will retrieve documents from Dynamics 365 instance, move it to an alternative storage location and deliver it back to Dynamics 365 upon user request.

US team in Austria
Last week we had the pleasure to welcome our US team at our headquarter in Graz/Austria. There are no strangers here; only friends you haven’t met yet. - William Butler Yeats

File corrupted because of Images in Header
This blog article outlines how to react if your template gets corrupted after you have added an image to the header.

Resolving problems with the template lookup option for Insert Document
This blog article outlines how to proceed if you face problems with the template lookup from the Insert Static Document functionality.

Process generated document in a workflow from the dialog
This blog article outlines how to start a workflow directly from the DocumentsCorePack dialog.

CRM Sandbox Plugin errors and resolutions
This blog article outlines how to handle the CRM Sandbox Plugin errors.