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IMPORTANT INFORMATION

This Webinar section is deprecated since June 2022. The articles below are no longer maintained and might contain outdated information. 
You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

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

On January 16, 2019 in DocumentsCorePack, General by Codospan Bianca

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!

Related Articles

  • DocumentsCorePack & AssureSign: the ultimate combination for effective e-Signature processing in MS Dynamics 365


    Whether it is about sending an NDA, an SOW or a simple contract, DocumentsCorePack allows to combine the creation of contracts and the collection of e-Signatures based on AssureSign in one simple process.

    Download Slides! Watch Recording!

  • DocumentsCorePack Template Designer - New Features

    In the webinar on 16th May, 2019 we took a look into the following feature additions towards our DocumentsCorePack Template Designer

    • Conditional Formatting
    • Time Logic
    • Template History
    • Template Preview
    Download Slides! Watch Recording!

  • Introduction to the DocumentsCorePack Template Designer

    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

    ​​

    Download Slides! Watch Recording!

  • E-Signing in DocumentsCorePack

    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. 

     

    Download Slides! Watch Recording!

  • DocumentsCorePack news: Dynamic filters, reporting & data preview during template design

    In the webinar on October 28th, 2021 we presented two new DocumentsCorePack features: 

    1. The usage of sample data during template design: Simplify the creation of templates by showing field values while mapping data into your template.
    2. Support of dynamic filters: This feature enables advanced reporting by passing filters to the data query against DataVerse dynamically. Example: Pass user-defined date ranges into a sales or service report!
    The webinar covered: 

     

    • Feature outline: Simplify template design by using sample data 
    • Feature outline: The usage of dynamic filters 
    • Demo: Step-by-Step setup of dynamics date filters to create a professional sales report
    Download Slides! Watch Recording!

  • "TelephoneIntegration for MS CRM - Design & Feature overview" - 13th November 2013


    Take a look into the call features provided for incoming and outgoing calls, the campaign-activity integration, Lync-chat and line history of our CTI-solution.

    Meeting Outline! Download Slides! Watch Recording!


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