Webinars

IMPORTANT INFORMATION

This Webinar section is deprecated since June 2022. The articles below are no longer maintained and might contain outdated information. 
You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

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Scheduled documents in PowerAutomate Bookmark

In the webinar on May 27th, 2021 we focused on the automation of documents inside scheduled Flows using our DocumentsCorePack Connector. 

Therefore we showcased two popular use cases:

  • Financial documents: Automation of payment reminders and overdue notices (e.g. send payment reminders 2 weeks before due date/send overdue notices weekly once invoices are overdue)
  • Reportings: Daily activity and sales report (e.g. Daily To-do list showing all open activities for a user or weekly report on new or closed opportunities)

 



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