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!
In the webinar on October 10th, 2019 we focused on how DocumentsCorePack can be used within Microsoft Flow.
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.
In the webinar on February 27, 2020 we focused on the new DocumentsCorePack connector which is designed to utilize features of our solution inside flows in a simple and very intuitive manner.
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.
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.
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.