There are no strangers here, only friends you haven't met yet.
- William Butler Yeats
Figure 1: eXtremeCRM Warsaw
Thank you for joining us at this year’s eXtremeCRM in Warsaw!
Instead of opening contact/account/lead CRM records in InternetExplorer, the CRM records are opened in the USD client.
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.
To create a DocumentsCorePack template for DocuSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below:
How does AssureSign work?
AssureSign simplifies the world of e-signatures. It is a tool that empowers you to electronically sign documents.
We are happy to announce that we now offer the possibility to use AssureSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics CRM to a whole new level.
When you try to delete a solution, it will show you an error message if there are any dependencies.
To solve this issue, please follow the steps below.
Because the call for a Field Search in our DocumentsCorePack Client grew louder and louder, we decided to implement one.
Please note: The Field Search is available in version 7.101 and later versions.