Related Articles

• Document Automation in Microsoft Flow

  In the webinar on October 10th, 2019 we focused on how DocumentsCorePack can be used within Microsoft Flow.

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  Webinar content: 

  • How To: Explanation of how we integrate DocumentsCorePack in Microsoft Flow 
  • Step-by-Step tutorial: Create a flow that generates & sends a document by email 
  • The Power of Flow: Examples of what is possible 

   

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• 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!

• Call Flows or Actions from the DocumentsCorePack dialog

  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!

• How to setup automated documents inside processes in Microsoft Dynamics 365?

  
  

  In this webinar, we showed how to create a document and attach it to an email in a single workflow-step with our powerful solution DocumentsCorePack in combination with e-Signing via DocuSign. 

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• "DocumentsCorePack for Microsoft Dynamics CRM 2016: Brand-new features!" - 3rd March 2016

  
  

  Get to know our latest innovations and benefit forever! Take Microsoft Dynamics CRM to the next level of speed and usability and register now!

  Download Slides! Watch Recording!

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

  
  

  In the course of this webinar, we will show you how to create professional quote templates in no time! You will be surprised how easy designing professional looking templates from scratch can be withDocumentsCorePack Template Designer!

  Download Slides! Watch Recording!