DocumentsCorePack, professional document generation and automation

by ( PTM EDV Systeme )

Free trial badge
These offers showcase advanced technical capabilities and demonstrated customer success
(29 ratings)

Document generation, processing and automation in Dynamics 365 and template design in Microsoft Word

From creation to electronic signature, and even complex document requirements. With its user-friendly and powerful features, DocumentsCorePack simplifies, optimizes, and automates all your document processes.

Suitable for every industry and department, our solution guarantees streamlined and professional document processes and improved efficiency.

Here's how it works:

  • Design: With our easy, intuitive, and powerful Template Designer, you can extend the capabilities of Microsoft Word with an interface to Microsoft Dataverse. Design your templates quickly and easily with full formatting options available, including conditional formatting and placeholders.

  • Generate: Create individual or batch documents in various formats within Dynamics 365, Power Apps, Power Automate & Canvas Apps with just a few clicks. Choose from various output formats like PDF, Word, Excel, or HTML to meet your specific document needs.

  • Process & Deliver: Every document generated has a purpose. The various processing options provided by our solution will speed up your document-related business processes and reduce your user's workload.
The CommandBar-dialog guides your users through the document process in three simple steps:

    1. Choose the template: Select the template you want to use for generating the document.
    2. Choose document output and delivery: Select the desired output format (e.g., PDF, Word, Excel, HTML) and delivery method (e.g., email, printer, SharePoint).
    3. Preview: Preview the document before finalizing and sending it.

With the concept of One-Click-Actions you can pre-configure your document processes to just one click (e.g., send PDF as an email attachment, print, and save to SharePoint).

  • Automate: The DocumentsCorePack Connector allows you to use the full suite of document generation and delivery options with Power Automate (Flow) or classic Dynamics 365 workflows, enabling full document automation. This feature helps you save time and effort by automating document generation and delivery processes, eliminating manual intervention.

So, what are you waiting for? Try DocumentsCorePack today with our 14-day free trial, including all features and support – no payment required!

At a glance