Document Creation, Delivery and Automation on the Power Platform

From quotes and invoices to contracts and reports and beyond, documents play a crucial role in business applications. Yet, their creation often remains a cumbersome and manual task for users.

In this session, we will explore the critical need for documents within the Power Platform ecosystem and introduce our DocumentsCorePack, a powerful tool designed to enable customers to efficiently generate documents while building solutions on the Power Platform and in Dynamics 365. We’ll demonstrate how DocumentsCorePack streamlines document processes, focusing on the following key elements:

– Template Design in Word: Utilize the intuitive Template Designer to prepare professional and attractive document templates directly in Microsoft Word.

– Integration with Power Automate: Automate document generation within the context of a flow, using triggers and actions to create documents seamlessly.

– Boosting Power Apps and Dynamics 365: Enhance both Canvas and model-driven Power Apps with document capabilities, ensuring your apps meet all document-related needs.

– Enhancement of Power Pages: Enable dynamic document interactions directly from web interfaces.

– Avoid high file capacity costs via smart document management

This session will conclude with an interactive Q&A.

By the end of this session, you’ll have a comprehensive understanding of how DocumentsCorePack can simplify and automate your document creation process on the Power Platform, making document processes more efficient and less time-consuming.

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