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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!


Bianca
Bianca
Bianca's Article

Charting with DocumentsCorePack Bookmark

In the webinar on June 25th, 2020 we introduced the new charting capabilities in DocumentsCorePack. In addition to mapping Microsoft Word-charts to Dynamics 365 data, our solution also allows you to transfer your existing charts from Dynamics 365 into your templates! 

This webinar covered: 

  • Step-by-Step: Set up a chart in Microsoft Word and connect it to Dynamics 365 data source 
  • Step-by-Step: Import a chart from Dynamics 365 into your template 

 

DocumentsCorePack connector for PowerAutomate (Flow) Bookmark

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.  

Webinar Content:

  • The DocumentsCorePack connector explained 
  •  Available actions inside Flow
  •  Step-by-Step: Generating a document within a Flow
  • Q&A

 

E-Signing in DocumentsCorePack Bookmark

In the webinar on December 12th, 2019 we focused on how DocumentsCorePack allows us to enable or streamline e-signatures processes in Dynamics 365, PowerApps & Flow. 

 

Document Automation in Microsoft Flow Bookmark

In the webinar on October 10th, 2019 we focused on how DocumentsCorePack can be used within Microsoft Flow.

Webinar content: 

  • How To: Explanation of how we integrate DocumentsCorePack in Microsoft Flow 
  • Step-by-Step tutorial: Create a flow that generates & sends a document by email 
  • The Power of Flow: Examples of what is possible 

 

Introduction to the DocumentsCorePack Template Designer Bookmark

In the webinar on August 22, 2019 we focused on the must knows around our Microsoft Word Template Designer including the following topics:

  • Design a template in Microsoft Word
  • Map field from Dynamics 365 including related data 
  • Define a dynamic document name
  • Test your template
  • Deploy your template

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