Scheduled documents in PowerAutomate
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In this webinar, we focus on the automation of documents inside scheduled Flows using our DocumentsCorePack Connector.
This is very useful in various scenarios like:
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)
Website: https://www.mscrm-addons.com
Related Videos:
How to setup/install a DCP Service - • How to Setup & Configure DocumentsCorePack...
How to send overdue invoice notifications via Flow - • How to Schedule & Automate Overdue Invoice...
Knowledge Base Articles/Documentation:
How to automate payment reminders in Microsoft Flow: https://support.mscrm-addons.com/know...