DocumentsCorePack: One click document generation

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

DocumentAutomation: DocumentsCorePack is fully integrated into Dynamics 365 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 365. Next to 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.