Next to generating documents, DocumentsCorePack comes with a variety of processing options like send by email, send for e-Signing or print document. One-Click-Actions (OCAs) are predefined settings for the DocumentsCorePack dialog. They allow for simplifying, standardizing and speeding up document-related business processes within Dynamics 365 and Power Apps. This article One-Click-Actions in DocumentsCorePack outlines the cases & benefits for OCAs.
One-Click-Actions in DocumentsCorePack Use Cases & Benefits
Example: The accounting department needs to generate PDF invoices, send them by email to the customer, save a copy to SharePoint and get a printed copy. Defining an OCA allows users to complete this process with only a single click.
Major benefits of using OCAs are that they:
- Standardize document generation and delivery.
- Simplify and automate tasks.
- Minimize user errors.
- Save time (e.g. by reducing mouse clicks to complete tasks).
It’s important to note that you can configure OCAs for use with a single record or a batch consisting of multiple records.
Finally, with display rules, OCAs can be made available to users based on their Dynamics 365 user roles (e.g. a specific OCA can be made available only to Accounting) and for entity attribute values (e.g. different OCAs available based on customer location).
That’s it! If you require further assistance or would like to share feedback, please reach out to us at support@mscrm-addons.com.
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