Documents are crucial in every CRM 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 document wizard: Accessible from the command bar, the wizard enables users to generate and process documents in 3 simple steps:
- Select report
- Choose document action and
DocumentAutomation: DocumentsCorePack is fully integrated into CRM processes, like workflows or dialogs. Thus, all document generation and processing capabilities can be fully automated. 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 CRM. Next to simple mapping of CRM 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 MS Dynamics CRM.