mscrm-addons.com - Blog

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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)
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).

How To: Set up the DocumentsCorePack custom connector for PowerApps & Microsoft Flow)
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.

Recap: eXtreme365 and User Group Summit in Amsterdam
An awesome week in the country of bikes, cheese, clogs, Heineken .... ended. We had such a great time last week at eXtreme365 and User Group Summit in Amsterdam. Thank you for joining us! It was a pleasure for us to be part of such a great experience and to meet old and also new business partners and customers.

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.

Non-interactive users as service account
This blog article outlines that it is possible to use non-interactive users to create a service for AttachmentExtractor or DocumentsCorePack.

TelephoneIntegration Client supports Unified Interface module view
This blog article outlines how to activate the Unified Interface module view via TelephoneIntegration Client.

Celebrating 20 years of PTM
We want to say thank you...This year, PTM EDV-Systeme GmbH is celebrating its 20th year as a high-quality software solution provider. We thank our clients, employees, and shareholders for their contributions to our continued success.