• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/Webinars/Scheduled documents in PowerAutomate

Scheduled documents in PowerAutomate

71 views 0 Updated on August 24, 2022

In the webinar on May 27th, 2021 we focused on the automation of documents inside scheduled Flows using our DocumentsCorePack Connector. 

Therefore we showcased two popular use cases:

  • Financial documents: Automation of payment reminders and overdue notices (e.g. send payment reminders 2 weeks before due date/send overdue notices weekly once invoices are overdue)
  • Reportings: Daily activity and sales report (e.g. Daily To-do list showing all open activities for a user or weekly report on new or closed opportunities)


More redaing on this topic:

  • Step by Step: How to automate payment reminders in MS Flow (May 2021 / online article)
  • How to create scheduled reports (Feb 2016/2022 / online article)
  • The DocumentsCorePack connector for PowerApps and PowerAutomate (Microsoft Flow) (June 2021/2022 / online article)
  • DocumentsCorePack connector for PowerAutomate (Flow) (2020/2022 / webinar)
  • Document Automation in Microsoft Flow (Oct 2019/2022 / webinar)
Attached Files
#
File Type
File Size
Download
1 .pdf 229.54 KB WEBINAR_DCP_Scheduled_documents_in_PowerAutomate27052021

Was this helpful?

Yes  No
Related Articles
  • New DocumentsCorePack Connector features for Power Automate
  • One-Click Actions: Document Generation & Delivery with a single click
  • Batch document jobs with DocumentsCorePack: Best practices & performance considerations
  • DocumentsCorePack features: Dynamic filters, reporting & data preview during template design
  • DocumentsCorePack: Cloud printing on the Power Platform
  • Call Flows or Actions from the DocumentsCorePack dialog
Leave A Comment Cancel reply

You must be logged in to post a comment.

Latest Articles
  • How to share the Connection of the DocumentsCorePack Connector
  • How to update the metadata in the DocumentsCorePack Template Designer
  • Working with Product Properties in DocumentsCorePack
  • How to work with the Relationship Manager
  • Using virtual tables in DocumentsCorePack
Popular Articles
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • DocumentsCorePack Template Designer – Getting Started
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • DocumentsCorePack Online Service Configuration
  • Step-by-Step: How to configure a One-Click-Action
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • Online Services: Required Application Permissions
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
Categories
  • *News and General Infos* 51
  • Webinars 35
  • Template Designer(DCP 179
  • DocumentsCorePack(DCP 192
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 62
  • PowerSearch (PS 48
  • ActivityTools (AT 59
  • SmartBar (SB 53
  • GroupCalendar (GC 46
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2022 www.mscrm-addons.com. All Rights Reserved.