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DocumentsCorePack news: Dynamic filters, reporting & data preview during template design Bookmark

On October 22, 2021 in DocumentsCorePack by Codospan Bianca

In the webinar on October 28th, 2021 we presented two new DocumentsCorePack features: 

  1. The usage of sample data during template design: Simplify the creation of templates by showing field values while mapping data into your template.
  2. Support of dynamic filters: This feature enables advanced reporting by passing filters to the data query against DataVerse dynamically. Example: Pass user-defined date ranges into a sales or service report!
The webinar covered: 

 

  • Feature outline: Simplify template design by using sample data 
  • Feature outline: The usage of dynamic filters 
  • Demo: Step-by-Step setup of dynamics date filters to create a professional sales report
Download Slides! Watch Recording!

Related Articles

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    Download Slides! Watch Recording!

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  • How to create professional quote templates for Dynamics CRM in 25 minutes - 25th August 2016


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  • Conditions for Word Templates in Dynamics 365

     

    In our webinar from February 1st, 2018 we showed you conditions for Word Templates in Dynamics 365 and the advantages that our solutions bring.​

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