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Documents Core Pack: Document automation

mscrm-addons.com

4.7 (6)

Document generation, processing and automation in Dynamics 365 & Template Design based on MS Word

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.

How it works?

The ‘Dialog’: Accessible from the command bar, the dialog enables users to generate and process documents in 3 simple steps:
  • Select report
  • Choose document action and
  • Preview
The Dialog can be customized accourding to the users business requirements supporting:
  • One-Click-Actions:Preconfigure your document process to just one click (e.g. send pdf as email attachment, print and save to SharePoint)
  • Workbooks/Document packages: Define complex documents consisting of several individual elements (e.g. proposals)
  • Workbooks/Document packages: Define complex documents consisting of several individual elements (e.g. proposals)
  • User-prompts: Incorporate user-input into generated documents
  • PowerApps: Using Microsoft Flow documents can be generated from your custom application (Canvas Apps, Portals ...)

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 reducing your users’ workload, the add-on will help you to 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.

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