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 ‘document automation’
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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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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Document Generation Can Boost Power Platform Capabilities
Sometimes you need IT expertise. But sometimes you can't slow down your entire business because your developers are busy and not available on short notice. Fortunately, in this age of digital transformation and technological evolution, certain tasks that once required a developer are now built-in software applications, empowering non-technical users with new levels of daily …
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Document Flow Automation for Microsoft Dynamics 365
There are so many ways to mark progress in human history. In recent decades, we’ve made huge leaps in technology and capabilities that have re-defined modern life. Xpertdoc vs. OOTB Document Generation in Dynamics 365 The evolution of document generation offers a similar picture. Progress isn’t measured only by a new product, but by automated …
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Adding Value to Microsoft Dynamics 365 with Document Generation
Automation has always been a popular concept. Once a staple of science fiction lore, it’s now become part of modern daily lives. One example is office automation which began back in the day with basic document management. It wasn’t long ago that everyone used typewriters and filing cabinets to manage their office documents, until PCs …
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