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Through the course of this webinar we will show how to Prepare a professional email template, Prepare a professional invoice to be send as pdf and Setup automated payment-confirmations in Dynamics CRM workflows.
In this webinar, we showed how to create a document and attach it to an email in a single workflow-step with our powerful solution DocumentsCorePack in combination with e-Signing via DocuSign.
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This video focusses on how to simplify and speed up Microsoft Dynamics CRM environment by using our Add-ons.
Replicate and/or extract attachments to secure SharePoint locations or fileshares and retrieve documents easily from SharePoint - wherever you are!
Simplicity - thats what our recent updates to DocumentsCorePack for Microsoft Dynamics CRM have been focused on. Take a look how easy it is to create a PDF and send it to potential customer or our new possibility to trigger workflows from the document generation wizard.
In the webinar on October 10th, 2019 we focused on how DocumentsCorePack can be used within Microsoft Flow.