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!
A How-To session on template creation with the DocumentsCorePack template designer showing basic operations like inserting fields from MS CRM, inserting tables, advanced insert options and much more.
Introduction into the powerful features provided by AutoMerge showing real-life examples on improving your business processes.
Whether its sending an NDA, an SOW or a Contract, DocumentsCorePack allows to combine creation of contracts and the colleciton of eSingatures in one simple process.
In the webinar on October 11th, 2018 we focused on how to use DocumentsCorePack within the new Microsoft Technologies PowerApps (Canvas Apps) and Microsoft Flow.
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.
See a live example of how easy it is to deploy and enable document generation in less than 30 minutes. Next to setup and configuration we will cover the basics on how to design reports using MS Word.
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.