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Professional Document Generation

DocumentsCorePack

by MSCRM-ADDONS.COM

Solution Overview

Documents are crucial in every Dynamics 365 implementation. Whether you need to send sales or service documents, internal reports or contracts for signing, DocumentsCorePack will help you streamline and simplify your requirements.

HOW DOES IT WORK?

  1. Design – the easy, intuitive and powerful handling of the Template Designer extends the capabilities of Microsoft Word with an interface to Microsoft Dataverse

2. Generate – create individual or batch documents in various formats within Dynamics 365, Power Apps, PowerAutomate & Canvas Apps

3. Process & Deliver – every document generated has a purpose. The various options provided by our CommandBar dialog will speed up your document-related business processes & reduce your user’s workload:

  • Dialog – user-driven document processes in 3 steps:
    1. Choose template
    2. Choose document output and delivery
    3. Preview.

The dialog can be customized according to users’ business requirements, supporting:

  • One-Click-Actions – pre-configure your document processes to just one click (e.g. send PDF as an e-mail attachment, print and save to SharePoint)
  • Workbooks/Document packages - define complex documents consisting of several individual elements (e.g. proposals)
  • User-prompts – incorporate user-input into generated documents.

4. Automate – the DocumentsCorePack Connector allows you to use the full suite of document generation & delivery options with PowerAutomate (Flow) or classic Dynamics 365 workflows, enabling full document automation

In summary, DocumentsCorePack is a flexible, professional and reliable document generation & processing solution for Dynamics 365 & the Power Platform.

Details

Click on any of the drop-downs below for further information.

Key Features
  • Microsoft Word based: an easy-to-use Template Designer allows users to create powerful templates in MS Word with simple mapping of Dataverse data and extended features like repeating tables, filtering, sorting & multi-level relationship resolution
  • One-Click actions: Pre-configure your document processes to just one click, e.g. ‘create and send document by email and save it to SharePoint’ can be combined in to a single command
  • Automation via Power Automate (Flow): The DocumentsCorePack Connector supports 20+ actions to be used in your Flow, including creating documents, printing, saving to SharePoint, attaching to notes or emails and many more
  • Batch document generation: DocumentsCorePack allows for the creation of documents in batch, supporting load-balancing for heavy workloads
  • e-Signature: DocumentsCorePack integrates AdobeSign, AssureSign and DocuSign solutions that allow users to define eSignature-fields directly inside the generated templates, as well as triggering the eSignature-process
  • Workbooks/Document packages: Define complex documents consisting of several individual elements, e.g. proposals
  • User-prompts: Incorporate user input into generated documents
  • Printing: Documents can be sent to network printers, as well as to Google-Cloud Printing.
Key Benefits
  • Increased productivity and workforce efficiency by simplifying & automating document related business operations
  • Time and cost savings by minimizing time required to generate & deliver documents
  • Reduced users workload, frustration and paperwork by streamlining & automating of redundant document tasks
  • Increased user adoption through simplified business processes
  • Improved customer experience and document quality by standardization of internal and external documents, compliant with internal and external rules
  • Reduced human errors by avoiding oversight and review errors through simplified, pre-configured or automated documents
  • Easy, intuitive and powerful template design based on Microsoft Word. No programming skills required
  • Accelerate business critical processes. For example, approvals or contracting by simplification and automation of all steps, such as printing, e-signing, approving, etc.
Solution Overview (Video)
mscrm-addons.com DocumentCorePack – Solution Overview (1 minute)

Customer Success Stories
System Requirements
  • DocumentsCorePack is available for Dynamics 365 Customer Engagement, PowerApps Online, and on-Premise CRM 2011 up to Dynamics 365 V9.X 
  • Document gneratelivery works in all browsers supporting Dynamics 365 & Power Apps
  • The Microsoft Word based template designer requires MS Word 2013 or higher.
Useful Resources (Brochures, Sales Decks, etc.)

Pricing

View all DocumentsCorePack Packages and Pricing

Interested in DocumentsCorePack?


About mscrm-addons

For more than 15 years, mscrm-addons.com has specialized in developing add-ons for Microsoft Dynamics 365. The product portfolio covers a wide range of solutions that simplify the Dynamics 365 user experience and allows professional document generation, processing and automation, saving customers valuable time, money and database space. With over 600,000 licenses sold worldwide, mscrm-addons.com has been able to help customers worldwide to improve their productivity. 

For more information, please visit: mscrm-addons.com/