Early Access Features
Dynamics 365 – 2022 Release Wave 2 – Early Access Features Learn about what’s available today in Dynamics 365 2022 Release Wave 2. Transcript This
DocumentsCorePack
Generate a Price Quotation from your CRM
Generate a Price Quotation from your CRM Watch us build a professional Price Quotation directly from CRMPlus365/Dynamics 365 using DocumentsCorePack. Transcript This is Steve Pestillo
Build a Statement of Work from CRM
Build a Statement of Work from CRM Find out how we generate a flexible Statement of Work for our Projects using DocumentsCorePack and CRMPlus365/Dynamics 365.
Create Flexible Legal Documents from your CRM
Create Flexible Legal Documents from your CRM See how we quickly create our Managed Service Plan Agreement using DocumentsCorePack and CRMPlus365/Dynamics 365. Transcript This is
Generate Documents with Flexible Prompts from your CRM
Generate Documents with Flexible Prompts from your CRM See how we generate a Credit Card Authorization Form for any amount directly from our CRM using
Generate Simple Documents with your CRM
Generate Simple Documents with your CRM Learn how we create and save a completed Master Service Agreement and Nondisclosure Agreement from our CRM using DocumentsCorePack.