Great new feature just added to Dynamics PDF-Docs to automate full E-Signature process with DocuSign.
The workflow has 1 step: Notes to SP which is configured as in this image
In this post I will show how text can be hidden or displayed, based on selected option in the CRM record.
Consider a letter, sent from the local library, which only one of the 2 below mutually exclusive lines, should be displayed
Before you start, you need to configure the credentials to allow Dynamics PDF access to SharePoint.Go to Settings>Solutions and click to open Dynamics PDF-Docs solution
Enter the SharePoint URL as well as the credential of a user to access SharePoint
Dynamics PDF-Docs is add on that converts documents generated from CRM Word Template, to PDF file. The process can be automated with a workflow, like send an Email with the Word Template attached as PDF file. The workflow will have these main steps:
Dynamics 365 Introduces predefined actions, one of the actions are Close Opportunity.
Microsoft introducing Editable grids for Dynamics 365.
As we know business rules are introduced in CRM 2013 version.
Microsoft CRM 2016 online comes with free Voice of the Customer survey, to gain valuable feedback from your customers about the products and services your company provides. The survey solution is installed from Microsoft Office 365>Manage all CRM Online instances>Solutions.
With Clone pro user can set up what to clone including the cloning of related entities, like products when cloning invoice. Now you can clone with Workflow!