With the so called visual controls for phones and tablets, Microsoft Dynamics CRM 2016 introduces some new features. Should you like to get more general information about them, please click here.
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- William Butler Yeats
Figure 1: eXtremeCRM Warsaw
Thank you for joining us at this year’s eXtremeCRM in Warsaw!
Please note: This feature is only available for DocumentsCorePack Client and TelephoneIntegration Client ++++++++++++++++++++++++++++++++++++++++++++++++
This article provides you with 2 step-by-step instructions on how to enable MFA Support and on how to configure the 2Factor authentication in your client’s connection profile.
To enable MFA support for our client products, you have to register a custom application with Azure AD. It will manage your addons’ access rights.
As per default, AssureSign only supports the following entities:
- Account - Lead - Contact - Order - Contract and - Opportunity
If you want to use DocumentsCorePack and AssureSign with other entities, you must add this entity to AssureSign Document. This article providesa step-by-step description on how to do so.
There are no strangers here; only friends you haven’t met yet. - William Butler Yeats
Figure 1: US Industry Summit 2016 Thank you for joining us at this year’s US Industry Summit!
Certain properties of DocumentsCorePack templates consist of conditions based on CRM fields. This article covers the basic syntax and the advanced options that can be used.Several DocumentsCorePack properties support the same syntax. A list of these properties can be found at the end of this article.
With Microsoft Dynamics CRM 2016 Microsoft has presented a new method of document generation. The overview below allows a comparison of the new native document generation with our solution DocumentsCorePack.
With the option to schedule document operations inside Microsoft Dynamics CRM – DocumentsCorePack opens up its capabilities for scheduled reports. Whether you want to
- get a simple overview of all opportunities closed last month, - you wish to send a reminder to a group of selected customers automatically or - you would simply like to find a printed copy of all invoices every morning in your printer – with scheduled reports this is not only possible, it is also easy.
This article describes which preconditions are needed in order to run the tool. It is a step-by-step instruction of how to use and benefit from the scheduler.
To create a DocumentsCorePack template for DocuSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below:
Please note: The following blogpost is seperated into two parts. The first part shows how to merge a document and send it to AssureSign. The second part shows how you or your customers can sign a document right within AssureSign.