25. February 2016 13:30

DocumentsCorePack Condition Syntax (CRM 2015/2016)

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

Certain properties of DocumentsCorePack templates consist of conditions based on CRM fields. This article covers the basic syntax and the advanced options that can be used.
Several DocumentsCorePack properties support the same syntax. A list of these properties can be found at the end of this article. 

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24. February 2016 13:25

Comparison: Microsoft Dynamics CRM 2016 to DocumentsCorePack by mscrm-addons.com

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

With Microsoft Dynamics CRM 2016 Microsoft has presented a new method of document generation.
The overview below allows a comparison of the new native document generation with our solution DocumentsCorePack.

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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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9. February 2016 14:37

How to create a DocumentsCorePack template for DocuSign

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

To create a DocumentsCorePack template for DocuSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below: 

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9. February 2016 14:31

How to merge a Document and send it to AssureSign (for 1 to 3 Signers)

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

Please note: The following blogpost is seperated into two parts. 

The first part shows how to merge a document and send it to AssureSign.
The second part shows how you or your customers can sign a document right within AssureSign.

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9. February 2016 14:29

How to create a DocumentsCorePack Template for AssureSign (for 2 Signers)

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

Imagine, you would like to create a DocumentsCorePack template for AssureSign for two signers. Let us pretend, you wanted to make sure that the person who has revised a certain document, has the possibility to sign it.

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9. February 2016 14:27

How to send DocuSign-documents on behalf of different users

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

DocuSign provides a setting that is called Send On Behalf Of Right. This setting allows all users (and not only the Master-DocuSign user) to send DocuSign documents on behalf of themselves.

Please note: If more users than the Master-DocuSign user should be allowed to send documents, you have to set the Send on Behalf Of-Rights once.   

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9. February 2016 14:26

How to create a DocumentsCorePack template for AssureSign (for 1 Signer)

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

To create a DocumentsCorePack template for AssureSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below:  

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9. February 2016 14:24

DocuSign for DocumentsCorePack

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

How does DocuSign work?

DocuSign is another tool that simplifies the world of e-signatures. It empowers you to electronically sign documents.

We are happy to announce that we offer the possibility to use DocuSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics CRM to a whole new level.

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9. February 2016 14:23

AssureSign for DocumentsCorePack

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

How does AssureSign work?

AssureSign simplifies the world of e-signatures. It is a tool that empowers you to electronically sign documents.

We are happy to announce that we now offer the possibility to use AssureSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics CRM to a whole new level. 

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