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 The articles below are no longer maintained and might contain outdated information.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

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One-Click Actions: Document Generation & Delivery with a single click Bookmark

On März 9, 2022 in DocumentsCorePack by Bianca

In the webinar on March 17th, 2022 we will focus on One-Click Actions (OCAs), one of the features of DocumentsCorePack that allows defining custom document actions aligned to your business processes and needs. For example, Accounting has to create invoices as PDF, save them to SharePoint as well as get a printed copy. With just one click, this process can be simplified for your users! 

The webinar covered: 

  • Presentation: OCAs in a nutshell 
  • Step-by-Step: Setup of a One-Click Action in DocumentsCorePack 
  • Examples & use cases 
  • Q&A
Download Slides! Watch Recording!

Related Articles

  • 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!

  • Document generation in Canvas Apps

    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:​

    • Introduction to the DocumentsCorePack connector for PowerApps
    • How to use the connector in a Canvas App
    • Step-by-Step: Set up document Generation in a Canvas App
    • Q&A

  • 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!

  • "Rich document generation based on CRM data" - 12th December 2013


    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.

    Meeting Outline! Download Slides! Watch Recording!

  • One-Click-Actions in DocumentsCorePack for Dynamics 365


    In the webinar from March 1st, 2018 we focused on One-Click-Actions and the new capability in DocumentsCorePack that allows to customize DCP to your business processes and needs. 

    Download Slides! Watch Recording!

  • Professional documents in PowerApps via DocumentsCorePack and Microsoft Flow

    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.

    Download Slides! Watch Recording!


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