Document Automation

Documents Core Pack by MSCRM-Addons

SyncraTec has recently taken on a project to redesign a complex workflow to automatically generate a number of Word and .pdf documents to help improve operational efficiency for a law firm specializing in Social Security disability cases.

Check Access_SystemAdmin

Take Advantage of the New “Check Access” Command Button in Dynamics 365

Take Advantage of the New “Check Access” Command Button in Dynamics 365 Background The other day, we had a request from one of our Dynamics 365 Customer Service clients. They
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Dynamics 365 Team Members Use Rights

Dynamics 365 Team Members License Use Rights

Team Member licenses are “cross-application” licenses (meaning users can access both sales and customer service, for example). The Team Member licenses are $8 / user per month. From the Dynamics
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