DocumentsCorePack
TelephoneIntegration
GroupCalendar
ActivityTools
PowerSearch
AttachmentExtractor
SmartBar
CRM 2011
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 March 26th, 2020 we focused on the document generation in CanvasApps. The DocumentsCorePack connector now allows document generation and processing inside your app in a very simple and intuitive manner.
Webinar Content:
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.
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.
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.
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.
