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 document requirements.
DocumentAutomation: DocumentsCorePack is fully integrated into Dynamics 365 processes, like workflows or dialogs. Thus, all document generation and processing capabilities can be fully automated via Dynamics 365 workflows or Microsoft Flow. Next, to reduce your users’ workload, the add-on will help you standardize your internal and external documents.
Template Design: The easy, intuitive and powerful handling of the DocumentsCorePack Template Designer extends the capabilities of Microsoft Word with an interface to Microsoft Dynamics 365. Next, to a simple mapping of Dynamics 365 fields, it provides a lot of additional features to ensure that our tool is capable to cover your needs.
All in all, DocumentsCorePack is a flexible, professional and reliable document processing solution for Microsoft Dynamics 365.