Webinars

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 The articles below are no longer maintained and might contain outdated information.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

rss

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!

Generating workbooks & document packages in Dynamics 365 Bookmark

On March 5, 2018 in DocumentsCorePack, General by Codospan Bianca

In the webinar from April 12, 2018 we focused on how to genearate a batch of individual documents in Dynamics 365.

Download Slides! Watch Recording!

Related Articles

  • "How to speed up document processes in Microsoft Dynamics CRM" - 22nd October 2015


    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.

    Download Slides! Watch Recording!

  • How to setup automated documents inside processes in Microsoft Dynamics 365?


    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. 

    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!

  • 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!

  • "eSignature functionality, document generation and processing in Microsoft Dynamics CRM made easy" - 1st October 2015


    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.

    Download Slides! Watch Recording!

  • 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!


Comments are closed.
2800 Views
Tagged With:

Search

Categories