Generate documents in the Dynamics 365 & Power Apps mobile app
In this video, we demonstrate how to utilize DocumentsCorePack's document generation and delivery features within the new Dynamics 365 and Power Apps mobile app, using the creation of a quote document as an example.
This updated app version consolidates all first-party Dynamics 365 modules (such as sales, customer service, and field service) into a single app for Apple iOS and Google Android devices. While we focus on DocumentsCorePack's capabilities within the new mobile app in this video, please note that the DocumentsCorePack dialog also operates at full capacity in legacy apps.
Dynamics 365 mobile support for DocumentsCorePack article: https://buff.ly/4fDJYag
Start your DocumentsCorePack 14-days free trial: https://www.mscrm-addons.com/trial
Chapters
00:00
00:20 Purpose & Benefits
00:55 Demo: Quote Document Generation