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You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

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Charting with DocumentsCorePack Bookmark

On June 18, 2020 in DocumentsCorePack by Codospan Bianca

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 

 

Related Articles

  • Printing with DocumentsCorePack

     In the webinar on August 13th, 2020 we covered the extensive printing capabilities that DocumentsCorePack provides for the Power Platform and Dynamics 365.

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    Download Slides! Watch Recording!

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

    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
    Download Slides! Watch Recording!

  • New DocumentsCorePack feature: Advanced collaboration through editable document parts

    In the webinar on December 3, 2020 we showcased a new feature within DocumentsCorePack: Editable sections. This feature allows you to define sections to be editable within your documents.

    This webinar contains: 

    • Use cases and how it works
    • Step-by-Step: Configuration of the sections to be editable in your templates
    • Step-by-Step: Working with editable documents 
    • Q&A
    Download Slides! Watch Recording!

  • DocumentsCorePack Essentials

    In the webinar on March 7, 2019 we focused on the essentials every DocumentsCorePack customer needs to know. Whether you need to send sales or service documents, internal reports or contracts for signing, DocumentsCorePack will help you streamline and simplify your document requirements. 

    Download Slides! Watch Recording!

  • DocumentsCorePack: Cloud printing on the Power Platform

    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)

     

    Download Slides! Watch Recording!

  • e-Signatures: The integration of Adobe Sign in DocumentsCorePack

    In the webinar on January 31, 2019 we introduced you our e-Signature integration with Adobe Sign in DocumentsCorePack including the integration itself and as well the powerful capability in-person/in-store signing.

    Download Slides! Watch Recording!


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