Articles By: mscrm-addons.com

mscrm-addons.com's Logo New world of work: Document generation & automation with electronic signature capabilities

The business world has changed fundamentally. Home office, virtual meetings or collaborations across national borders are now daily companions in the business environment. As a result, new demands are being placed on the company's daily document processes to cope with these changes: Contracts and business documents must be signed electronically, created and sent automatically. DocumentsCorePack is prepared …

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mscrm-addons.com's Logo Document Automation: Scheduled documents in Power Automate

Take Document Automation to the next level with the DocumentsCorePack Connector for PowerApps and PowerAutomate! The connector is designed to utilize our solution inside Flows simply and intuitively. In the recording below, we focused on the automation of documents inside scheduled Flows using our DocumentsCorePack Connector. Therefore we showcased two popular use cases: ​​​​​​​Financial documents: Automation …

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mscrm-addons.com's Logo Save data capacity & money by moving email content to Azure Blob Storage

Every Dynamics 365 customer that is tracking e-mails knows that they can consume significant data capacity and therefore cause substantial data storage costs. The new AttachmentExtractor capability moves e-mail content from Dynamics 365 (CDS) to Azure Blob Storage. Next to reducing your consumption, the process is transparent, so there is no change when working with e-mails.  Watch the recording below …

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mscrm-addons.com's Logo How to save data capacity by moving email content

Tracking emails in Dynamics 365 can have a considerable impact on your data storage costs. This article shows you how to check your organization's data capacity consumption caused by emails. As a result, you can determine if moving email content via our AttachmentExtractor can help you save costs. Open the Power Platform Admin Center and go to …

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mscrm-addons.com's Logo Document Generation & Delivery with a Single Click

One-Click Actions (OCAs), one of the features of DocumentsCorePack allows you to define custom document actions aligned to your business processes and needs. One-Click Actions are predefined settings for the DocumentsCorePack-Dialog to simplify and streamline document generation and delivery within Dynamics 365 and Power Apps. For example, Accounting has to create invoices as PDFs, save …

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