Learn how our Add-ons improve your Microsoft Dynamics 365 installation!https://www.mscrm-addons.com/Support/WebinarsOne-Click Actions: Document Generation & Delivery with a single clickhttps://www.mscrm-addons.com/Support/Webinars/one-click-actions-document-generation-delivery-with-a-single-clickDocumentsCorePackWed, 09 Mar 2022 13:56:08 GMTOne-Click Actions: Document Generation & Delivery with a single click<div> <p style="text-align: justify;">In the webinar on <strong>March 17th, 2022 </strong>we will focus on One-Click Actions (OCAs), one of the features of DocumentsCorePack that allows defining custom document actions aligned to your business processes and needs. For example, Accounting has to create invoices as PDF, save them to SharePoint as well as get a printed copy. With just one click, this process can be simplified for your users! </p> <p style="text-align: justify;">The webinar covered: </p> <ul> <li style="text-align: justify;">Presentation: OCAs in a nutshell </li> <li style="text-align: justify;">Step-by-Step: Setup of a One-Click Action in DocumentsCorePack </li> <li style="text-align: justify;">Examples & use cases </li> <li style="text-align: justify;">Q&A</li> </ul> <div class="webinarButtons"><a class="btn btn-md pull-bottom CenterButton btnWhiteFont bgPurple" href="https://www.mscrm-addons.com/Portals/0/Webinar_slides/Webinare_2022/Webinar_DCP_OCAs_17032022.pdf" target="_blank"><em class="fa fa-file-image-o"></em>Download Slides!</a> <a class="btn btn-md pull-bottom CenterButton btnWhiteFont bgGreen popup-youtube popup-youtube" href="https://www.youtube.com/watch?v=CY2chizEtd8"><em class="fa fa-play"></em>Watch Recording!</a></div> </div> Batch document jobs with DocumentsCorePack: Best practices & performance considerationshttps://www.mscrm-addons.com/Support/Webinars/batch-document-jobs-with-documentscorepack-best-practices-performance-considerationsDocumentsCorePackTue, 07 Dec 2021 15:00:15 GMTBatch document jobs with DocumentsCorePack: Best practices & performance considerations<div> <p>In the webinar on <strong>December 16, 2021 </strong>we we focused on the options provided by DocumentsCorePack to handle batch document operations, including best practices as well as key elements to consider when it comes to performance. </p> <p>The webinar covered: </p> <ul> <li>Batch document generation from the Dialog </li> <li>Batch document generation from Power Automate </li> <li>How to ensure high performance </li> <li>Q&A</li> </ul> <div class="webinarButtons"><a class="btn btn-md pull-bottom CenterButton btnWhiteFont bgPurple" href="https://www.mscrm-addons.com/Portals/0/Webinar_slides/Webinare_2021/WEBINAR_DCP_Batch_BestPractics_16122021.pdf" target="_blank"><em class="fa fa-file-image-o"></em>Download Slides!</a> <a class="btn btn-md pull-bottom CenterButton btnWhiteFont bgGreen popup-youtube popup-youtube" href="https://www.youtube.com/watch?v=ZG3pAyKe8yk"><em class="fa fa-play"></em>Watch Recording!</a></div> </div> DocumentsCorePack news: Dynamic filters, reporting & data preview during template designhttps://www.mscrm-addons.com/Support/Webinars/documentscorepack-news-dynamic-filters-reporting-data-preview-during-template-designDocumentsCorePackFri, 22 Oct 2021 06:49:41 GMTDocumentsCorePack news: Dynamic filters, reporting & data preview during template design<div> <p>In the webinar on October 28th, 2021 we presented two new DocumentsCorePack features: </p> <ol> <li><strong>The usage of sample data during template design: </strong>Simplify the creation of templates by showing field values while mapping data into your template.</li> <li><strong>Support of dynamic filters: </strong>This feature enables advanced reporting by passing filters to the data query against DataVerse dynamically. Example: Pass user-defined date ranges into a sales or service report!</li> </ol> <div>The webinar covered: </div> <p> </p> <ul> <li>Feature outline: Simplify template design by using sample data </li> <li>Feature outline: The usage of dynamic filters </li> <li>Demo: Step-by-Step setup of dynamics date filters to create a professional sales report</li> </ul> <div class="webinarButtons"><a class="btn btn-md pull-bottom CenterButton btnWhiteFont bgPurple" href="https://www.mscrm-addons.com/Portals/0/Webinar_slides/Webinare_2021/WEBINAR_DCP_DynamicFilters-Preview_281020212021.pdf" target="_blank"><em class="fa fa-file-image-o"></em>Download Slides!</a> <a class="btn btn-md pull-bottom CenterButton btnWhiteFont bgGreen popup-youtube popup-youtube" href="https://www.youtube.com/watch?v=oLCj9b3FNuw"><em class="fa fa-play"></em>Watch Recording!</a></div> </div> DocumentsCorePack: Cloud printing on the Power Platformhttps://www.mscrm-addons.com/Support/Webinars/documentscorepack-cloud-printing-on-the-power-platformDocumentsCorePackMon, 26 Jul 2021 06:54:33 GMTDocumentsCorePack: Cloud printing on the Power Platform<p><span style="font-size:14px;">In the webinar on <strong>August 5th, 2021 </strong><span style="font-style:normal"><span style="font-weight:normal"><span style="white-space:normal"><span style="text-decoration:none"><span style="line-height:15.75pt">we focused on the cloud printing capabilities of DocumentsCorePack on the PowerPlatform. <br /> <br /> Therefore we showcased how to configure cloud printing for DocumentsCorePack and use it within Dynamics 365 and PowerAutomate:</span></span></span></span></span></span><span style="font-size:11pt"><span style="font-family:Calibri, sans-serif"><span style="font-style:normal"><span style="font-weight:normal"><span style="white-space:normal"><span style="text-decoration:none"><span style="line-height:15.75pt"><span style="font-size:9pt"><span style="font-family:Arial, sans-serif"><span style="color:gray"></span></span></span></span></span></span></span></span></span></span></p> <ul style="color:#000000; font-style:normal; font-weight:normal; text-align:start; white-space:normal; text-decoration:none" type="disc"> <li style="font-size:11pt; font-family:Calibri, sans-serif; color:gray; text-align:justify; line-height:15.75pt"><span style="font-family:Arial,Helvetica,sans-serif;"><span style="font-size:14px;"><strong>Setup: </strong>Necessary steps of configuration for using either Printix, PrintNode or Microsoft Universal Print in DocumentsCorePack.</span></span><span style="font-size:9pt"><span style="font-family:Arial, sans-serif"></span></span></li> <li style="font-size:11pt; font-family:Calibri, sans-serif; color:gray; text-align:justify; line-height:15.75pt"><span style="font-family:Arial,Helvetica,sans-serif;"><span style="font-size:14px;"><strong>Demo</strong>: Printing documents from a dialog (Dynamics 365) and printing documents from a Flow (PowerAutomate)</span></span></li> </ul> <p> </p> <div class="webinarButtons"><a class="btn btn-md pull-bottom CenterButton btnWhiteFont bgPurple" href="https://www.mscrm-addons.com/Portals/0/Webinar_slides/Webinare_2021/WEBINAR_DCP_Cloud_printing_on_the_PowerPlatform_05082021_v1.pdf" target="_blank"><em class="fa fa-file-image-o"></em>Download Slides!</a> <a class="btn btn-md pull-bottom CenterButton btnWhiteFont bgGreen popup-youtube popup-youtube" href="https://www.youtube.com/watch?v=19vjIUgIml0"><em class="fa fa-play"></em>Watch Recording!</a></div> Scheduled documents in PowerAutomatehttps://www.mscrm-addons.com/Support/Webinars/scheduled-documents-in-powerautomateDocumentsCorePackWed, 12 May 2021 09:13:24 GMTScheduled documents in PowerAutomate<div> <p>In the webinar on <strong>May 27th, 2021 </strong>we focused on the automation of documents inside scheduled Flows using our DocumentsCorePack Connector. </p> <p>Therefore we showcased two popular use cases:</p> <ul> <li><strong>Financial documents:</strong> Automation of payment reminders and overdue notices (e.g. send payment reminders 2 weeks before due date/send overdue notices weekly once invoices are overdue)</li> <li><strong>Reportings:</strong> Daily activity and sales report (e.g. Daily To-do list showing all open activities for a user or weekly report on new or closed opportunities)</li> </ul> <p> </p> <div class="webinarButtons"><a class="btn btn-md pull-bottom CenterButton btnWhiteFont bgPurple" href="https://www.mscrm-addons.com/Portals/0/Webinar_slides/Webinare_2021/WEBINAR_DCP_Scheduled_documents_in_PowerAutomate27052021.pdf" target="_blank"><em class="fa fa-file-image-o"></em>Download Slides!</a> <a class="btn btn-md pull-bottom CenterButton btnWhiteFont bgGreen popup-youtube popup-youtube" href="https://www.youtube.com/watch?v=b2HRIjBcFUI"><em class="fa fa-play"></em>Watch Recording!</a></div> </div>