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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

  1. Generatin ing Work rkbooks and Document Packages in DocumentsCorePack for Dynamics 365

  2. The case for MultiPart Documents Requirement – Solution – Use Cases Req equir irement So Solut utio ion Pop opula lar Use e Case Cases Need to generate more than a single • Allow for an easy way to define Proposal consisting of doucment at a time in a certain • workbooks or packages consisting Cover Letter business process. • of various individual elements. Company profile • Quote • Goa oal: Reference Projects Problems: s: • • Provide hig highly cu customizable Terms & Conditions • Redundant Tasks • configuration of document ... packages. • Manual consolidation • Welcome Packages (Concatenation) • Standardize and simplify • business processes & Avoid Legal Forms • No o St Stan andardization & User ser Er Errors s user errors Hel elpful Lin Links Documentation: DcoumentsCorePack Documentation Library Start a trial: DocumentsCorePack on Microsoft AppSource

  3. Designing Workbooks & Doucment packages The Multipart-Document Designer Co Config figuratio ion Op Options Sources: • DocumentsCorePack Templates • SharePoint Proposalge • Note UI-Options: Cover Letter • Optional: User defines if document should be used Company Profile • Selection: Allow selection from Sel predefined list Quote - long • Conditions: Control visibility by field-values (language, deal size) • Visi Visibility: Define if users should Appendix A see/not see certain options

  4. Demo & Roadmap Step-by-Step Live Demo Step-by-Step Live demo 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

  5. Thank you! Support & Contact • 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! Contact: Con US: +1 404 720 6066 support@mscrm-addons.com Europe: +43 (316) 680 880 office@mscrm-addons.com

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