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Blog
mscrm-addons.com - Blog
News.mscrm-addons.com Blog
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!
How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
On März 11, 2020 in
*Features / News*
,
*General*
,
DocumentsCorePack (DCP)
by
Sigrid Steindacher
This step-by-step tutorial outlines how to create a document and attach it to an email using the DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow).
Read More »
Tagged With:
How To: Set up the DocumentsCorePack custom connector for PowerApps & Microsoft Flow)
On März 2, 2020 in
*Features / News*
,
DocumentsCorePack (DCP)
by
Michael Dohr
In this article we will show you how to create a DocumentsCorePack custom connector for PowerAutomate enabling users to utilize the document generation and processing capabilities within their Flows and Canvas Apps.
Read More »
Tagged With:
connector
,
custom
,
custom connector
,
DCP
,
DocumentsCorePack
,
Flow
,
powerapps
,
powerautomate
How to work with AdobeSign DataMapping
On Januar 15, 2020 in
DocumentsCorePack (DCP)
by
Robert_Perhinig
DataMapping is a specific feature of AdobeSign. With this feature it allows you to set an association between the field in Agreement and the attribute of the entity in CRM. After signing a document the values of the field of the CRM entity will be replaced with the predefined values of the user.
Read More »
Tagged With:
AdobeSign
,
CRM
,
DataMapping
,
DCP
,
Documents CorePack
,
Template
How to launch PowerSearch in Dynamics 365 UCI
On Januar 13, 2020 in
PowerSearch (PS)
,
PS 365
by
Robert_Perhinig
This article shows different ways how you can launch PowerSearch.
Read More »
Tagged With:
UCI
,
Dynamics 365
,
PowerSearch
,
PS
Recap: eXtreme365 & UG Summit in Orlando
On Dezember 9, 2019 in
*General*
,
ActivityTools (AT)
,
AttachmentExtractor (AE)
,
DocumentsCorePack (DCP)
,
GroupCalendar (GC)
,
PowerSearch (PS)
,
SmartBar (SB)
,
TelephoneIntegration (TI)
by
Bianca
In mid-October, we had the opportunity to be part of the eXtreme365 and the UG Summit in Orlando, FL. Both events exceeded all of our expectations. Thank you for giving us your precious time and attention! It was a great pleasure meeting you at our booth.
Read More »
Tagged With:
,
ActivityTools
,
AE
,
AT
,
AttachmentExtractor
,
DCP
,
DocumentsCorePack
,
GC
,
GroupCalendar
,
Orlando
,
PowerSearch
,
PS
,
SB
,
SmartBar
,
TelephoneIntegration
,
TI
,
User Grooup Summit
,
extreme365
mscrm-addons.com Application User for Dynamics 365 (App Access)
On Dezember 4, 2019 in
*General*
by
Patrick Ofner
This article describes how you can create an mscrm-addons.com Application User for your Dynamics 365 organization. Further on it shows how you can use this user to connect via DocumentsCorePack Server and Client (App Access). This article is valid for Dynamics 365 Online only.
Read More »
Tagged With:
application user
,
app access
,
app user
,
appaccess
,
appuser
Template Explorer (Dynamics 365)
On Dezember 2, 2019 in
DCP 365
,
DocumentsCorePack (DCP)
by
mbaeck
The DocumentsCorePack Template Explorer is a feature that allows you to easier navigate through your templates while designing and maintaining them. The Template Explorer displays all DocumentsCorePack pack fields in a schematic tree view.
Read More »
Tagged With:
template
,
explorer
,
template explorer
Template Explorer Settings (Dynamics 365)
On Dezember 2, 2019 in
DCP 365
,
DocumentsCorePack (DCP)
by
mbaeck
This article describes the settings for theTemplate Explorer.
Read More »
Tagged With:
,
DCP
,
DocumentsCorePack
,
explorer
,
settings
,
template
Analyze Template Feature (Dynamics 365)
On Dezember 2, 2019 in
DCP 365
,
DocumentsCorePack (DCP)
by
mbaeck
The Analyze Template Option will be executed automatically before you save a template back in your Dynamcis 365 system. Additionally it can be executed on demand while designing a template by calling it from the Template Explorer window.
Read More »
Tagged With:
analyzer
,
explorer
,
template
Step-by-Step: How to generate documents in Power Automate (Microsoft Flow)
On November 6, 2019 in
*General*
,
DCP 365
,
DocumentsCorePack (DCP)
by
Bianca
This blog article outlines how DocumentsCorePack allows us to generate and process documents within Power Automate (Microsoft Flow).
Read More »
Tagged With:
DCP
,
document generation
,
Dynamics 365
,
Microsoft Flow
,
DocumentsCorePack
,
Power Automate
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