B1 Print & Delivery is a big module, meaning that the full playlist which is here, is divided into the following "sub-sections"
The Basic E-learning Videos
These videos are the basic e-learning presented in 18 lessons. They will give you the basic knowledge everyone should know for basic usage.
- Introduction
- Getting started Wizard
- Understanding the Building Blocks
- Crystal Report Definition
- Report Action Overview
- Report Action - Show Report
- Report Action - Print
- Report Action - Email
- Report Action - Save
- Report Configuration
- Report Configuration - Report Selection
- Mass Delivery (Usage)
- Mass Delivery (Configuration)
- Scheduler
- Delivery and Error Logs
- Account Balance (BP Aging Statement Report)
- Dunning Wizard Integration
- Getting started Revisited (Manual Setup instead of Wizard)
The Additional Report Action Videos
This section goes into the additional Report Actions that you will need for more advanced setups, but are not part of the out of the box setup
- Conditional Action (Example 1 - Stop duplicate activities)
- Conditional Action (Example 2 - Invoice Coupon Code)
- HTTP Trigger Action (MS Teams and Slack)
- Create Activity Action
- Create Internal Message Action
- SQL Action
- Multiple Actions
Advanced Emailing Videos
This section deep dives into advanced topics around the Email Report Action as there are many advanced areas to cover that were not part of the basic video
- How to work with email selection and email categories
- How Email grouping works
- SMTP Setup
- Microsoft Exchange Setup
- Modern O365 Exchange Setup (for Admins)
- Personal Exchange
- Additional attachments
- Multi-Language Setup
Feature Focus videos
This section is less structured but covers various of the lesser-used features and the videos more for feature references
- Internal Reporting System
- Custom Reporting Delivery System
- Easy Configuration Navigation
- Keywords
- Out of the Box Crystal Reports
- Execute via Macro
- Base Configuration
- SAP Document Printing (Legacy Feature)
Sample Videos
Second, to the last, section contains various Samples that involve B1 Print & Delivery
- How to post 5 sales employees to Slack or MS Teams
- How to make a Birthday Bot that posts to Microsoft Teams
- Use SMS Messages with B1 Print & Delivery
Troubleshooting Videos
We end the playlist with a few videos for troubleshooting common issues you might have
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