17. February 2016 16:25

How to create scheduled reports

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By akumer

With the option to schedule document operations inside Microsoft Dynamics CRM – DocumentsCorePack opens up its capabilities for scheduled reports.

Whether you want to 

- get a simple overview of all opportunities closed last month,
- you wish to send a reminder to a group of selected customers automatically or
- you would simply like to find a printed copy of all invoices every morning in your printer –

with scheduled reports this is not only possible, it is also easy.

This article describes which preconditions are needed in order to run the tool. It is a step-by-step instruction of how to use and benefit from the scheduler.

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25. September 2015 11:00

How to synchronize TelephoneIntegration history with actual phonecalls

Filed Under(CRM 2013 | CRM 2015/2016 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By Jin

INTRODUCTION

This article explains the steps required to synchronize the actual call duration as recorded in the TelephoneIntegration history with actual phone calls in CRM.

Addon: TelephoneIntegration for MS CRM 2013, 2015

Prerequisite:

This will only work for phonecalls, that are created with the always store-option enabled in the CTI clients options.

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3. February 2014 13:38

How to send emails with picture links using DocumentsCorePack

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015) By Jin

This article describes how to send emails in workflows with dynamic images! Sometimes it happens that email programmes do not resolve inserted dynamic images correctly. With our DocumentsCorePack [Insert as Picture-Link]-field you can solve this problem.

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