PowerSearch can be embedded anywhere into CRM SiteMap. For example, this can be done by using the XrmToolBox. For free download, please click here.
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.
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 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.
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.
To create a DocumentsCorePack template for AssureSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below:
How does DocuSign work?
DocuSign is another tool that simplifies the world of e-signatures. It empowers you to electronically sign documents.
We are happy to announce that we offer the possibility to use DocuSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics CRM to a whole new level.
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.
To successfully integrate our products with custom entity-forms, the navigation configuration has to be applied manually.
This article describes, how MS Dynamics CRM Menu Navigation Links can be added manually to DocumentsCorePack and ActivityTools.
This article describes how to define custom parameters for embedded ActivityTools pages (For example to pre-filter activity types).