Step-By-Step: How to setup document automation in Microsoft Dynamics 365 using DocumentsCorePack
Learn how to create a document and attach it to an email in a single workflow-step with our powerful solution DocumentsCorePack.
In this webinar we will show you how to:
Create a new workflow to generate and attach a document to an email
Define document generation and processing details
Activate your new workflow
Live demonstration of a common use case:
Automated sending of an official quote including e-signing via DocuSign
Receiving the signed document back
Sending a notification to the owner of the quote
work, using some simple workflow-steps. Invest 25 minutes and benefit forever from the combination of DocumentsCorePack & DocuSign - you´ll love it!