Simplify your document processes to a single click with One-Click-Actions in Dynamics 365
In this webinar, we talk about One-Click-Actions (OCAs), which are pre-set configurations seamlessly integrated into the DocumentsCorePack Dialog. They're designed to streamline and enhance the document generation and delivery process within Dynamics 365 and Power Apps. During this webinar, we'll lead you through configuring your first OCA and establishing tailored display rules using a common business scenario as an example.
One-Click-Actions in DocumentsCorePack article: https://buff.ly/44DWq3G
Step-by-Step: How to configure a One-Click-Action article: https://buff.ly/49l5GeU
Display rules for One-Click-Actions article: https://buff.ly/3Ee190F
One-Click-Actions overview flyer: https://buff.ly/42K5iVt
Start your DocumentsCorePack 14-days free trial: https://www.mscrm-addons.com/trial
Chapters:
00:00
01:30 The DocumentsCorePack Dialog for Dynamics 365
03:30 One-Click-Actions Overview
04:15 Display Rules for One-Click-Actions
05:50 Live Demo