Training

Training


The training material includes step-by-step instructions, tutorials and webinar recordings on how to develop and integrate additional features and functionality into Dynamics 365 with our solutions. This material also covers best practices for the usage of our addons.


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    How-To Video


    Insert dates and date operations in document templates for Dynamics 365

    Watch Video
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    How-To Video


    Batch document creation in Dynamics 365

    Watch Video
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    How-To Video


    Create a label template using data from Dynamics 365

    Watch Video
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    How-To Video


    Generate documents in the Dynamics 365 & Power Apps mobile app

    Watch Video
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    How-To Video


    Generate and view a confirmation document within a Power Pages website

    Watch Video
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    Webinar


    Create & view documents in Power Pages

    Watch Webinar
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    Webinar


    The new online service configuration for DocumentsCorePack & AttachmentExtractor

    Watch Webinar
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    How-To Video


    Generate and display documents in Power Pages via DocumentsCorePack

    Watch Video
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    How-To Video


    Setup & configure AttachmentExtractor with the new online service configuration

    Watch Video
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    How-To Video


    Setup & configure DocumentsCorePack with the new online service configuration

    Watch Video
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    Webinar


    Streamlined document processing within Customer Journeys in Dynamics 365 Customers Insights

    Watch Webinar
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    Webinar


    Simplify your document processes to a single click with One-Click-Actions in Dynamics 365

    Watch Webinar
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    How-To Video


    Generate documents in Customer Journeys inside Dynamics 365 Customer Insights

    Watch Video
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    Webinar


    New features in the DocumentsCorePack Dialog

    Watch Webinar
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    How-To Video


    Map user input into Word Templates for Dynamics 365 via prompts

    Watch Video
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    How-To Video


    How to filter and sort data in Word templates for Microsoft Dynamics 365

    Watch Video
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    How-To Video


    How to insert images & pictures into documents

    Watch Video
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    How-To Video


    How to integrate SharePoint with DocumentsCorePack

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    How-To Video


    How to automate the quote process in Dynamics 365 via Power Automate

    Watch Video
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    How-To Video


    How to improve document generation performance with Load Balancing in D365

    Watch Video
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    How-To Video


    How to create a document approval flow in Power Automate

    Watch Video
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    How-To Video


    Equip Canvas Apps with document creation capabilities

    Watch Video
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    Template Design


    Create a sales report template: Step-by-step tutorial

    Watch Video
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    Template Design


    Create an NDA template: Step-by-step tutorial

    Watch Video
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    Template Design


    Create a work order template: Step-by-step tutorial

    Watch Video
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    Template Design


    Create an invoice template: Step-by-step tutorial

    Watch Video
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    Template Design


    Create a first contact letter template for leads: Step-by-step tutorial

    Watch Video
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    Template Design


    Create a welcome letter template: Step-by-step tutorial

    Watch Video
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    Template Design


    Create a quote template: Step-by-step tutorial

    Watch Video
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    How-To Video


    How to use conditional content in templates

    Watch Video
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    How-To Video


    Generate & automate documents on the Power Platform

    Watch Video
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    How-To Video


    Use JSON data in DocumentsCorePack templates

    Watch Video
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    How-To Video


    Display rules for One-Click-Actions in DocumentsCorePack

    Watch Video
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    How-To Video


    DocumentsCorePack Dialog: Step-by-step guide

    Watch Video
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    Webinar


    Integrate JSON data into documents using Power Automate & DCP

    Watch Webinar
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    Webinar


    Simplify your contract processes with DocumentsCorePack

    Watch Webinar
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    How-To Video


    How to create & test a contract template for D365 + E-Signature

    Watch Video
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    How-To Video


    How to simplify & automate contract processes in D365 + E-Signature

    Watch Video
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    How-To Video


    How to setup & configure DocumentsCorePack online

    Watch Video
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    How-To Video


    How to reduce data & file capacity on the Power Platform

    Watch Video
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    How-To Video


    How to generate a document package (MultiPart) 
    (Part 1)

    Watch Video
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    How-To Video


    How to generate a document package (MultiPart) 
    (Part 2)

    Watch Video
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    How-To Video


    How To create & leverage relationships in the DocumentsCorePack Template Designer

    Watch Video
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    How-To Video


    How to setup & configure AttachmentExtractor online with SharePoint

    Watch Video
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    How-To Video


    How to download & install the DocumentsCorePack Template Designer

    Watch Video
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    How-To Video


    How to schedule & automate overdue invoice notifications

    Watch Video
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    How-To Video


    How to simplify quote generation & delivery within Dynamics 365

    Watch Video
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    How-To Video


    How to create & test a quote template for Dynamics 365

    Watch Video
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    How-To Video


    How to create a One-Click-Action to simplify quote generation & delivery

    Watch Video
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    Tutorial


    DocumentsCorePack Template Designer – Getting Started

    Read Article
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    Tutorial


    How to create DocumentsCorePack templates

    Read Article
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    Tutorial


    How to create relationships using DocumentsCorePack Template Designer (Advanced)

    Read Article
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    Tutorial


    DocuSign for DocumentsCorePack

    Read Article
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    Tutorial


    AdobeSign for DocumentsCorePack

    Read Article
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    Tutorial


    Step-by-Step: How to configure a One-Click-Action

    Read Article
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    Tutorial


    Generate & send a document using the DocumentsCorePack Connector for MS Flow

    Read Article
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    Tutorial


    Step by Step: How to automate payment reminders in Microsoft Flow

    Read Article
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    Tutorial


    Document processing with DocumentsCorePack

    Read Article
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    Webinar


    DocumentsCorePack Connector: e-Signature & SharePoint integration

    Watch Webinar
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    Webinar


    One-Click Actions: Document generation & delivery

    Watch Webinar
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    Webinar


    Batch document jobs: Best practices & performance considerations

    Watch Webinar
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    Webinar


    Cloud printing on the Power Platform with DocumentsCorePack

    Watch Webinar
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    Webinar


    Scheduled documents in Power Automate

    Watch Webinar
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    Webinar


    Call Flows or actions from the DocumentsCorePack dialog

    Watch Webinar
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    Webinar


    DocumentsCorePack: Performance, utilization and logs

    Watch Webinar
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    Webinar


    DocumentsCorePack: Advanced collaboration through editable document parts

    Watch Webinar
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    Webinar


    Introduction of the new TelephoneIntegration UI

    Watch Webinar
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    Webinar


    Printing documents on the Power Platform

    Watch Webinar
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    Webinar


    Charting in DocumentsCorePack for Dynamics 365 

    Watch Webinar
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    Webinar


    Save data capacity by moving email content from Dynamics 365

    Watch Webinar
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    Webinar


    Document generation in Canvas Apps

    Watch Webinar
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    Webinar


    DocumentsCorePack Connector for Power Automate (Flow)

    Watch Webinar
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    Webinar


    E-Signing in DocumentsCorePack

    Watch Webinar
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    Webinar


    Document Automation in Microsoft Flow

    Watch Webinar
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    Webinar


    Introduction to the DocumentsCorePack Template Designer

    Watch Webinar
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    Webinar


    TelephoneIntegration: Connect your phone system to Dynamics 365

    Watch Webinar
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    Webinar


    Template Design: Conditional formatting, template preview, history & backups

    Watch Webinar
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    Webinar


    DocumentsCorePack Essentials

    Watch Webinar

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with solutions for Microsoft Dynamics 365 & Power Apps