How to create professional quote templates for MS Dynamics CRM in 25 - PowerPoint PPT Presentation

Nov 18, 2023 •95 likes •159 views

How to create professional quote templates for MS Dynamics CRM in 25 minutes DocumentsCorePack Unified document solution: Creation Processing - Automation Goal: simplify and streamline document-related business operations in Microsoft

How to create professional quote templates for MS Dynamics CRM in 25 minutes
DocumentsCorePack Unified document solution: Creation – Processing - Automation Goal: simplify and streamline document-related business operations in Microsoft Dynamics CRM • Professional document generation • MS Word Based Templates, no SSRS needed • All common file-types supported • Powerful CRM connector: Custom entities & attributes, multi-relation-support, calculations, QR-codes, dynamic pictures… • Processing Capabilities • Mailing (generate attachments and email content) • eSignature-integration (DocuSign, AssureSign) • Sharepoint integratoin • Printing • Attach as note • Attach to email or letter • …
Template Design MS Word based Template Designer Tem empla late Fea eatures • All entities (standard and custom) • All data-types supported • Unlimited support for relationships • Multi-level Specia Sp ial-features: • Embedding documents The DCP Client integrates into MS Word • Embedding pictures (web or static) allowing users to design templates using any • Computed fields CRM data (attributes, entities). • QR-Codes • Embedding HTML • Multipart-documents • …
Demo Using the DocumentsCorepack Template Designer Disclamer I have been supporting and creating templates for DocumentsCorePack for 3 years. Your results may vary but with practice you too can create templates as quick. Creating a standard Quote Template • Create a Quote Template • Save it back to CRM • Test it with Server Side Document Generation
Thank You Support & Contact Resources: • 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 • Do not forget we have an awesome blog at http://blogs.mscrm-addons.com/ , you’ll find it to be a helpful resource! Contact: US: +1 404 720 6066 support@mscrm-addons.com Europe: +43 (316) 680 880 office@mscrm-addons.com

Download Presentation

Download Policy: The content available on the website is offered to you 'AS IS' for your personal information and use only. It cannot be commercialized, licensed, or distributed on other websites without prior consent from the author. To download a presentation, simply click this link. If you encounter any difficulties during the download process, it's possible that the publisher has removed the file from their server.

Recommend

with C++ Templates Templates Thomas Gschwind <thg at zurich dot ibm dot com> Templates

Advanced Software Engineering with C++ Templates Templates Thomas Gschwind <thg at zurich dot ibm dot com> Templates Polymorphisms Specialization Declaration and Use Classes and Members Ambiguities An Example

795 views • 75 slides

Ppt Templates Presentation GraphicRiver has a huge collection of PowerPoint Templates and

Ppt Templates Presentation GraphicRiver has a huge collection of PowerPoint Templates and PowerPoint Themes. Use any of these professional PPT templates for your next presentation. Having a cool PowerPoint template is CRITICAL if you want to have

243 views • 3 slides

Templates D&D Chapter 12 Introduction Templates - easily create a large range of related

Templates D&D Chapter 12 Introduction Templates - easily create a large range of related functions or classes function template - the blueprint of the related functions template function - a specific function made from a

469 views • 13 slides

FM Clerkship Project Slide Templates Things to Consider: Create a title that is representative

FM Clerkship Project Slide Templates Things to Consider: Create a title that is representative of your content, as well as sparks interest in your audience. Things to highlight: -who does this problem affect? -in what ways does this

214 views • 6 slides

DRAFT - Do not cite or quote DRAFT - Do not cite or quote DRAFT - Do not cite or quote 2017

DRAFT - Do not cite or quote DRAFT - Do not cite or quote DRAFT - Do not cite or quote 2017 Regulation 85 Rulemaking Cleanup and Corrections Define Headwaters Cooling Towers - potentially remove from regulation

611 views • 10 slides

Advanced Software Engineering with C++ Templates Templates Thomas Gschwind <thg at zurich dot

893 views • 78 slides

WEB COMMUNITY New Public Web Templates May 26, 2017 Our Agenda Today New Templates Site

WEB COMMUNITY New Public Web Templates May 26, 2017 Our Agenda Today New Templates Site management shift NEW PUBLIC WEB TEMPLATES Nathan Gerber Change and Momentum at UVU Anyone else feeling the pressure? Any feelings of

513 views • 16 slides

Presentation templates for marketing plans Presentation templates for marketing plans Mu

DownloadPresentation templates for marketing plans. 34 - Logitech, Inc. My loudness is also available on my SD disguise. But before putting to 8. 1 I could not overwrite the recorded problem. Fitness with Foreigners . Presentation templates for

294 views • 3 slides

Outline 1. Install Python and some libraries 2. Use and extend templates Machine Learning for

Outline 1. Install Python and some libraries 2. Use and extend templates Machine Learning for Trading 3. Create a workflow of modules needed for analyzing Software Platform market behavior. From getting data, building a Introduction &

401 views • 13 slides

I would like to formally begin this talk with a quote,

Presentation for CSA 2014 Brock University Kyler Zeleny I would like to formally begin this talk with a quote, this quote is by Anne

500 views • 8 slides

Business Manual Templates For Powerpoint Presentation To New Incoming College of Business

Business Manual Templates For Powerpoint Presentation To New Incoming College of Business Students: Please review this slide show to learn about how to create your first semester schedule in *Form and Manual can be found under Advising Documents

350 views • 4 slides

Fac Facebook book Create a business/lab/professional web page: see businessnewsdaily.com

So Social al Med edia a Po Pointer ers to to Inc ncrease your our Re Research h Presenc nce Fac Facebook book Create a business/lab/professional web page: see businessnewsdaily.com for great suggestions Embed posts

220 views • 3 slides

Powerpoint Presentation Templates Education Academic and education templates to assist students

Powerpoint Presentation Templates Education Academic and education templates to assist students and teachers. Music score presentation (treble clef design), PowerPoint, FREE. Quiz show game. Welcom to Download Free powerpoint templates design -

314 views • 3 slides

and Templates How Many Bullet Points Would You Like with That M&A Deal? Get t the Templates

The Private Equity Resume: Tactics, Tips, and Templates How Many Bullet Points Would You Like with That M&A Deal? Get t the Templates at the Link Below: https://www.mergersandinquisitions.co m/private-equity-resume/ This tutorial is a

370 views • 12 slides

Behavior & Learning Support Initiative Powerpoint Templates Powerpoint Templates Page 1

Michigans Integrated Behavior & Learning Support Initiative Powerpoint Templates Powerpoint Templates Page 1 District Initiative MiBLSi is a 5-year Grant we are in Year 1 K-12 Collaboration Powerpoint Templates Page 2

661 views • 23 slides

Sustainability in Action Powerpoint Templates Powerpoint Templates Page 1 W hat is Environm

CAP Board of Directors Meeting August 2, 2012 Sustainability in Action Powerpoint Templates Powerpoint Templates Page 1 W hat is Environm ental Sustainability? Meeting the needs of the present without compromising the ability of

627 views • 16 slides

Django: Views, Templates, and Sessions CS 370 SE Practicum, Cengiz Gnay (Some slides courtesy

Django: Views, Templates, and Sessions CS 370 SE Practicum, Cengiz Gnay (Some slides courtesy of Eugene Agichtein and the Internets) CS 370, Gnay (Emory) Django Views/Templates Spring 2014 1 / 7 Agenda Warm-up project: Anything you are

621 views • 33 slides

An Introduction to Drupal 8 Theming Ray Estrada Jen Seavey WHO WE ARE Ray Estrada Lead

March 12, 2019 An Introduction to Drupal 8 Theming Ray Estrada Jen Seavey WHO WE ARE Ray Estrada Lead Experience Developer Jennifer Seavey Associate Director, PMP ABOUT U.GROUP U.Group is an Advanced Technology and User-Focused Design

471 views • 43 slides

CS1520 Recitation: Flask 2: Templating Jeongmin Lee Plan for Today Templating in Flask

CS1520 Recitation: Flask 2: Templating Jeongmin Lee Plan for Today Templating in Flask Jinja Tags Control Flow Static Files Templating In previous example Everything to show from flask import Flask app = Flask(__name__)

310 views • 16 slides

Blasien: programmer-friendly XML in C++11 Jos van den Oever Blasien: programmer-friendly XML

Blasien: programmer-friendly XML in C++11 Jos van den Oever Blasien: programmer-friendly XML in C++11 Prevention is better than cure Jos van den Oever ODF is XML <number:date-style style:name="minimum_year">

312 views • 16 slides

CS 142 Section October 11, 2010 Rails Basics Controllers and Views View Helpers

CS 142 Section October 11, 2010 Rails Basics Controllers and Views View Helpers Layouts Partials >> rails <dirname> where <dirname> is your desired project folder Note: if you are using Rails 3.0,

456 views • 20 slides

Template- -Based Information Mining Based Information Mining Template The Web Information

Outline Outline Template- -Based Information Mining Based Information Mining Template The Web Information Mining Problem from HTML Documents from HTML Documents A Model of Electronic Documents Document Templates Template-based

393 views • 4 slides

OmniUpdate Training Tuesday Understanding Page Templates WebEx Event # 805 600 302 Audio will be

OmniUpdate Training Tuesday Understanding Page Templates WebEx Event # 805 600 302 Audio will be heard on your computer speakers. If you do not have working computer speakers, call 1-408-792-6300. Enter event number and attendee ID or press #

497 views • 11 slides

Applied Type Erasure in Qt 5 Stephen Kelly KDAB Stephen Kelly KDAB engineer Qt

Applied Type Erasure in Qt 5 Stephen Kelly KDAB Stephen Kelly KDAB engineer Qt Maintainer (ItemViews, CMake) KDE Developer Many Qt contributions QVariant QMetaType Grantlee - domain specific language Boost

618 views • 34 slides