MSCRM-ADDONS.COM / PTM EDV Systeme GmbH

07/08/2024

🚀 Maximize your Power Platform capacity costs savings!

Are you frequently running out of database capacity on the ? Instead of spending on expensive capacity add-ons, consider a smarter, more cost-effective solution: reduce your Power Platform capacity with

Our powerful tool automatically moves email and note attachments to inexpensive storage options like or . Best of all, your access to the extracted content remains unchanged—everything works just as you're used to.

On average, our customers achieve up to 80% cost savings and see an ROI of over 500% with AttachmentExtractor.

Discover how much you can save with our Savings Calculator: https://buff.ly/3Z1RZvT

19/06/2024

Did you know that you can create documents directly from your Power Pages webpage?📝

DocumentsCorePack seamlessly integrates with Microsoft , enabling dynamic document generation directly from your webpages. Whether it's customer service portals, partner management platforms, or event management websites, this integration empowers users to easily generate documents, enhancing both user experience and productivity.

Learn more: https://buff.ly/3JLY76q

05/06/2024

Did you know that Brussels is home to the world-famous Atomium? This iconic building, originally constructed for the 1958 Brussels World Expo, represents a unit cell of an iron crystal magnified 165 billion times! 🔬

Another exciting fact is that we will be at the European Power Platform Conference in Brussels from June 11-13. 🌟

Make sure to stop by our booth (10) and join our session “Document Creation, Delivery, and Automation on the Power Platform”, where our expert, Michael Dohr, will walk you through innovative techniques to streamline your document workflows, enhance efficiency, and maximize the capabilities of the .

15/05/2024

We are excited to announce the launch of our revamped Online Service Configuration 🎉, now accessible to all our valued customers. This update includes a comprehensive redesign and simplification of setup processes for both DocumentsCorePack and AttachmentExtractor services.

Join our experts Michael Dohr and Clint Higley in our upcoming webinar on May 23rd at 11:30 AM CET & 11:00 AM ET as they guide you through the setup process and highlight the latest features of the new Online Service Configuration.

Register for the 11:30 AM CET session: https://buff.ly/3wC2H4c
Register for the 11:00 AM ET session: https://buff.ly/3wEFRcb

Please note: The webinar will be conducted twice with identical content. Feel free to register for the session that best fits your schedule!

24/04/2024

Have you given our new Online Service Configuration a try yet? 🆕
We've not only refreshed the design entirely but also streamlined the setup process for both & services. The revamped Online Service Configuration is available now for all our customers.

Watch the video to see how it works:

In this video, we provide a detailed, step-by-step tutorial for the recently launched Online Service Configuration for DocumentsCorePack. Not only has the us...

09/04/2024

Join our upcoming webinar on April 11th at 11:30 AM CET & 11:00 AM ET. During this session, we'll demonstrate how to effortlessly generate and manage documents as part of your customer journeys within Dynamics 365 Customer Insights. Our experts, Michael Dohr and Clint Higley, will provide a detailed walkthrough on creating custom triggers and configuring automated flows to seamlessly integrate DocumentsCorePack into your customer journeys. Explore how DocumentsCorePack elevates these journeys by enabling precise document generation and delivery tailored to specific segments.

Register link for 1st session (11:30 AM CET): https://buff.ly/3xxMTQg
Register link for 2nd session (11:00 AM ET): https://buff.ly/3xupT4y

Note: The webinar will be held twice with identical content. Don't miss the chance to revolutionize your document workflows — register for the session that suits you!

20/03/2024

How efficiently are you converting prospects into customers?

Typically, it's a multi-phase journey requiring tailored attention to each prospect's needs at every step. Personalized communication plays a vital role in nurturing leads towards conversion. While this process can be time-intensive, leveraging Power Automate triggers in combination with the DocumentsCorePack Connector enables automation of key communication touchpoints such as welcome letters, onboarding materials, and personalized emails, and more.

13/03/2024

Vancouver 🍁 is not only home of the majestic Stanley Park, one of North America's largest urban parks, but also of the upcoming Canadian Power Platform Summit on March 16th. We're thrilled to journey north to engage in this conference. Swing by our booth and connect with Michael Dohr and Bailey Moss during their session "From data to document: Document creation, delivery, and automation on the ."

06/03/2024

Customer Journeys in Dynamics 365 Customer Insights (formerly Dynamics 365 Marketing) are like your personal GPS for guiding potential customers through a tailored experience. 🗺️ From sending out automated messages to sparking interactions and making decisions along the way, it's all about creating a seamless journey.

And when you combine it with Power Automate, DocumentsCorePack takes things even further by allowing you to create and send documents right within these journeys. It's all about streamlining your processes and making sure your customers get the best experience possible! ✨

See how to make every step count in your journey:

In this video, we’ll show you how to effortlessly generate documents in customer journeys using Dynamics 365 Customer Insights (Marketing). Formerly known as...

28/02/2024

📢 Friendly Reminder! There's still time to secure your spot for our upcoming webinar on February 29th (11:30 AM CET & 11:00 AM ET) about One-Click-Actions (OCAs). Our experts Michael Dohr and Clint Higley will demonstrate setting up OCAs for document generation and delivery, including e-signature processes and report generation. Discover how display rules customize OCAs based on user roles, ensuring relevant actions are presented.

Note: The webinar will be held twice with identical content. Don't miss the chance to revolutionize your document workflows — register for the session that suits you!

Register link for 1st session (11:30 AM CET): https://buff.ly/48AFkVr
Register link for 2nd session (11:00 AM ET): https://buff.ly/4bTbONC

26/02/2024

Join our webinar on February 29th (11:30 AM CET & 11:00 AM ET) to learn how One-Click-Actions (OCAs) can streamline document workflows in Dynamics 365 & Power Apps. Our experts Michael Dohr and Clint Higley will demonstrate setting up OCAs for document generation and delivery, including e-signature processes and report generation. Discover how display rules customize OCAs based on user roles, ensuring relevant actions are presented.

Note: The webinar will be held twice with identical content. Don't miss the chance to revolutionize your document workflows — register for the session that suits you!

Register link for 1st session (11:30 AM CET): https://buff.ly/48AFkVr
Register link for 2nd session (11:00 AM ET): https://buff.ly/4bTbONC

21/02/2024

🎯 What will your next One-Click-Action accomplish?

With One-Click-Actions, you can boost efficiency by enabling multiple tasks to be completed effortlessly. Whether it's generating PDF invoices, emailing them to clients, or archiving copies to SharePoint, simplify complex workflows and enhance productivity.

Imagine automatically sending contracts, processing invoices, or generating reports with a single click. https://buff.ly/42K5iVt