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Call Flows or Actions from the DocumentsCorePack dialog Bookmark

On April 7, 2021 in DocumentsCorePack by Codospan Bianca

In the webinar on April 29th, 2021 we showed the new option to call a Flow or Action from the "Create Document"-dialog. Customers can go beyond the extensive processing capabilities provided by our solution and utilize the full suite of Power Automate and Actions to add logic and process the documents as needed.

This webinar covered: 

  • Demo: Call a Flow to process the generated document via Power Automate 
  • Demo: Call an Action from to perform custom steps inside your Dynamics 365 environment 
  • How it works: Set up a Flow to be called from the dialog
  • Q&A 

 

 

Download Slides! Watch Recording!

Related Articles

  • 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!

  • DocumentsCorePack: Cloud printing on the Power Platform

    In the webinar on August 5th, 2021 we focused on the cloud printing capabilities of DocumentsCorePack on the PowerPlatform. 

    Therefore we showcased how to configure cloud printing for DocumentsCorePack and use it within Dynamics 365 and PowerAutomate:

    • Setup: Necessary steps of configuration for using either Printix, PrintNode or Microsoft Universal Print in DocumentsCorePack.
    • Demo: Printing documents from a dialog (Dynamics 365) and printing documents from a Flow (PowerAutomate)

     

    Download Slides! Watch Recording!

  • DocumentsCorePack connector for PowerAutomate (Flow)

    In the webinar on February 27, 2020 we focused on the new DocumentsCorePack connector which is designed to utilize features of our solution inside flows in a simple and very intuitive manner.  

    ​Webinar Content:

    • The DocumentsCorePack connector explained 
    •  Available actions inside Flow
    •  Step-by-Step: Generating a document within a Flow
    • 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!

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

    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!

  • DocumentsCorePack Essentials

    In the webinar on March 7, 2019 we focused on the essentials every DocumentsCorePack customer needs to know. Whether you need to send sales or service documents, internal reports or contracts for signing, DocumentsCorePack will help you streamline and simplify your document requirements. 

    Download Slides! Watch Recording!


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