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!
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.
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 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:
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:
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!
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.
