Webinars

rss

Learn how our Add-ons improve your Microsoft Dynamics 365 installation!

Simplify your Dynamics 365 processes and get free Access to our valuable experience and our sound Know-How! Simply register for the webinar you want to attend below. A reminder and the meeting invitation will be sent prior to the webinar!

One-Click Actions: Document Generation & Delivery with a single click Bookmark

In the webinar on March 17th, 2022 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! 

The webinar covered: 

  • Presentation: OCAs in a nutshell 
  • Step-by-Step: Setup of a One-Click Action in DocumentsCorePack 
  • Examples & use cases 
  • Q&A

Batch document jobs with DocumentsCorePack: Best practices & performance considerations Bookmark

In the webinar on December 16, 2021 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. 

The webinar covered: 

  • Batch document generation from the Dialog 
  • Batch document generation from Power Automate 
  • How to ensure high performance 
  • Q&A

DocumentsCorePack news: Dynamic filters, reporting & data preview during template design Bookmark

In the webinar on October 28th, 2021 we presented two new DocumentsCorePack features: 

  1. The usage of sample data during template design: Simplify the creation of templates by showing field values while mapping data into your template.
  2. Support of dynamic filters: 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!
The webinar covered: 

 

  • Feature outline: Simplify template design by using sample data 
  • Feature outline: The usage of dynamic filters 
  • Demo: Step-by-Step setup of dynamics date filters to create a professional sales report

DocumentsCorePack: Cloud printing on the Power Platform Bookmark

In the webinar on August 5th, 2021 we focused on the cloud printing capabilities of DocumentsCorePack on the PowerPlatform. 

Therefore we showcased how to configure cloud printing for DocumentsCorePack and use it within Dynamics 365 and PowerAutomate:

  • Setup: Necessary steps of configuration for using either Printix, PrintNode or Microsoft Universal Print in DocumentsCorePack.
  • Demo: Printing documents from a dialog (Dynamics 365) and printing documents from a Flow (PowerAutomate)

 

Scheduled documents in PowerAutomate Bookmark

In the webinar on May 27th, 2021 we focused on the automation of documents inside scheduled Flows using our DocumentsCorePack Connector. 

Therefore we showcased two popular use cases:

  • Financial documents: 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)
  • Reportings: 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)