Category: News

See below Microsoft Power Apps User Subscriptions are now 50%-off.  As you are aware, Dynamics 365 Sales Enterprise (CRM) is the platform of choice for Sales, Marketing, and Customer Service automation. If you are still using Dynamics CRM on-premise, starting with a series of Power Apps subscriptions can help give you a head start on...

As non-profits are concerned… budgets, resources, and time are a top issue, and the stakes are high when it comes to figuring out solutions to those problems. If a solution is not found, you risk hurting (or not being able to help) those you have committed to supporting. The answer often lies in having the...

One large state’s Department of Social Services was struggling with managing cases. The case management technology that the department was using was not keeping up with the volume of inquiries, requests, or issues. There was also no way to give departmental groups information about a case after it had “left” their group but was still...

In every organization, Sales & Marketing plays a huge role in the expansion of business. But the lack of accurate/shared data on target accounts and prospects is the biggest challenge faced by around 43% of sales and marketing professionals. On the other hand, there are formidable apps like Marketing4Dynamics available in the market that helps...

Recently, I started importing an XML file in Dynamics CE Online environment using Out of the box IMPORT DATA, and found that the imported file Status Reason is Submitted, and it is not getting changed even after some time and the Data is also not loaded. and I have followed the below steps and resolved...

The business world has changed fundamentally. Home office, virtual meetings or collaborations across national borders are now daily companions in the business environment. As a result, new demands are being placed on the company’s daily document processes to cope with these changes: Contracts and business documents must be signed electronically, created and sent automatically. DocumentsCorePack is prepared...

Take Document Automation to the next level with the DocumentsCorePack Connector for PowerApps and PowerAutomate! The connector is designed to utilize our solution inside Flows simply and intuitively. In the recording below, we focused on the automation of documents inside scheduled Flows using our DocumentsCorePack Connector. Therefore we showcased two popular use cases: ​​​​​​​Financial documents: Automation...

Every Dynamics 365 customer that is tracking e-mails knows that they can consume significant data capacity and therefore cause substantial data storage costs. The new AttachmentExtractor capability moves e-mail content from Dynamics 365 (CDS) to Azure Blob Storage. Next to reducing your consumption, the process is transparent, so there is no change when working with e-mails.  Watch the recording below...

Tracking emails in Dynamics 365 can have a considerable impact on your data storage costs. This article shows you how to check your organization’s data capacity consumption caused by emails. As a result, you can determine if moving email content via our AttachmentExtractor can help you save costs. Open the Power Platform Admin Center and go to...

One-Click Actions (OCAs), one of the features of DocumentsCorePack allows you to define custom document actions aligned to your business processes and needs. One-Click Actions are predefined settings for the DocumentsCorePack-Dialog to simplify and streamline document generation and delivery within Dynamics 365 and Power Apps. For example, Accounting has to create invoices as PDFs, save...