Generatin ing Work rkbooks and Document Packages in - - PowerPoint PPT Presentation

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generatin ing work rkbooks and document packages
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Generatin ing Work rkbooks and Document Packages in - - PowerPoint PPT Presentation

Jan 05, 2024 607 likes •677 views

Generatin ing Work rkbooks and Document Packages in DocumentsCorePack for Dynamics 365 The case for MultiPart Documents Requirement Solution Use Cases Req equir irement So Solut utio ion Pop opula lar Use e Case Cases Need

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SLIDE 1

Generatin ing Work rkbooks and Document Packages

in DocumentsCorePack for Dynamics 365

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SLIDE 2

The case for MultiPart Documents

Requirement – Solution – Use Cases

Req equir irement

Need to generate more than a single doucment at a time in a certain business process. Problems: s:

  • Redundant Tasks
  • Manual consolidation

(Concatenation)

  • No
  • St

Stan andardization & User ser Er Errors s

Pop

  • pula

lar Use e Case Cases

  • Proposal consisting of
  • Cover Letter
  • Company profile
  • Quote
  • Reference Projects
  • Terms & Conditions
  • ...
  • Welcome Packages
  • Legal Forms

So Solut utio ion

Allow for an easy way to define workbooks or packages consisting

  • f various individual elements.

Goa

  • al:
  • Provide hig

highly cu customizable configuration of document packages.

  • Standardize and simplify

business processes & Avoid user errors Hel elpful Lin Links Documentation: DcoumentsCorePack Documentation Library Start a trial: DocumentsCorePack on Microsoft AppSource

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SLIDE 3

Designing Workbooks & Doucment packages

The Multipart-Document Designer

Co Config figuratio ion Op Options Sources:

  • DocumentsCorePack Templates
  • SharePoint
  • Note

UI-Options:

  • Optional: User defines if document

should be used

  • Sel

Selection: Allow selection from predefined list

  • Conditions: Control visibility by

field-values (language, deal size)

  • Visi

Visibility: Define if users should see/not see certain options

Cover Letter Company Profile Quote - long Appendix A Proposalge

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SLIDE 4

Demo & Roadmap

Part 1) Overview of the Multipart-Designer Part 2) Step-By-Step Configuration of a Welcome Package Part 2) Popular examples Availability:

  • On-Premise: DocumentsCorePack v2017.144

http://www.mscrm-addons.com/Downloads/Download-DocumentsCorePack-For-Dynamics365

  • Online: Update Available to v2017.143 or higher on all Instances

http://www.mscrm- addons.com/Portals/0/MSCRM2015/AM/DocumentsCorePack_AttachmentExtractor_Online_Doku_english_v.0.1_June_2017.pdf

Roadmap:

  • Multiselect option sets (select more than one option in picklists)
  • Enable users to re-order items
  • Visibility Rules

Step-by-Step Live demo Step-by-Step Live Demo

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SLIDE 5

Thank you!

  • You can find us on the web at http://www.mscrm-addons.com
  • Help-Center (Live-Chat, Support): http://www.mscrm-addons.com/Support.aspx
  • Don’t forget we have an awesome blog at http://www.mscrm-addons.com/Blog, you’ll find it to be a

helpful resource!

Con Contact:

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  • ffice@mscrm-addons.com

Support & Contact