As you might imagine, we follow business processes here at P2 Automation. Some of those processes include the generation of documents that we create using Microsoft Word. Each document starts …
Posts Tagged ‘document generation CRM’
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 …
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 …
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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 …
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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 …
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Got Customer Data? Here Is Why You Need a CRM
Data isn’t what it used to be. Before the dawn of digital transformation, business data was the result of a process – like a simple sales receipt, for example. But …
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 …
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Document Generation and Processing for Microsoft Dynamics CRM and Dynamics 365
Manage Documents across CRM and SharePoint platforms Most organizations want to present a corporate image when they communicate externally, so that all their communications are instantly recognized. The most common …
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The First Add-On to Dynamics CRM 2016 Document Generation – PDF Docs !
Document Generation is a new feature available in Dynamics CRM 2016. You no longer need to manually extract CRM data for documents such as Account summaries, Quotes, Orders, Invoices, and …
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