In the webinar on January 25th, 2024 we focused on the newest feature of the DocumentsCorePack Dialog.
The DocumentsCorePack Dialog assists users in generating and processing documents right from the CommandBar in Dynamics 365. Thanks to features like One-Click-Documents, document creation and delivery become a matter of just a single click.
The webinar covered:
- The DocumentsCorePack Dialog overview
- How to:
- One-Click-Actions – Preconfigured document processes
- Multipart document – Create document packages
- Dynamic documents
- SharePoint integration for email attachments
- Live Demo
- Q&A
More reading on this topic: