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 …
Posts Tagged ‘CRM Word Templates’
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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VIDEO: one click from Word Template to PDF attached to an Email
Watch it! Lightning fast One click to generated document from CRM Word Template PDF it, and attach to Email. CLICK HERE: Download FREE Trial Version .
Two or more Documents Attached to CRM Email using Word Templates.
There are occasions you need to Email two or more documents generated from two or more CRM Word Templates with one Email. Emailing one Email for each document, both Emailed to same recipient or list of recipients, is not the preferred option. The content of the two documents can be related to each other and …
Two or more Documents Attached to CRM Email using Word Templates. Read More »
CRM Word Templates > Merge two secondary documents into a primary document
Consider having Word template for the Order Entity, and you wish to insert / merge it with a Word Template for Quote and for Opportunity, to generate one document from these three entities. This feature is now available as a Workflow step of Dynamics PDF-Docs. Currently, when new document is generated from CRM Word Template …
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