Create dynamic document packages and SharePoint integration for email attachments in Dynamics 365
Explore the functionality of the DocumentsCorePack Dialog, which empowers users to create and manage documents directly from the CommandBar in Dynamics 365. In this webinar, we guide you step-by-step through the latest features, including Dynamic Documents and integration with SharePoint for Email Attachments, all within the context of a typical business scenario
The DocumentsCorePack Dialog article: https://buff.ly/4b5zi1P
Dynamic document elements in Multipart documents article: https://buff.ly/3UhEcCK
Attaching documents from SharePoint when sending emails via the DocumentsCorePack Dialog article: https://buff.ly/3NnFTKH
Start your DocumentsCorePack 14-days free trial: https://www.mscrm-addons.com/trial
Chapters:
00:00
00:30 The DocumentsCorePack Dialog overview
01:42 One-Click-Actions explained
03:05 Multipart documents explained
07:05 Dynamic documents explained
08:30 SharePoint integration for email attachments overview
09:50 Live demo with real business case