Office Open XML Video Series
Part 1 - Creating a template
Part 2 - Resolve Relationships
Part 3 - Grouping line items
Part 4 - Embedding pictures |
Main Functionalities:
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WordMailMerge
enables creation of Word-Documents with data from MS CRM. It’s capable to resolve any relations and works with custom entities as well as with standard CRM entities. Therefore Documents Core Pack provides the opportunity to e.g create quotes, Invoices including data from related records like “other contacts”, accounts, products etc,…
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Activity Creation
With the possibility to create Letter/Email/or Fax activities the generated content can be stored back to the regarding CRM record.
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Send as PDF
Created documents can be send to customers as PDF files. It converts the generated documents and therefore Documents Core Pack provides a powerful option to simplify accounting by handling invoices, quotes, oders,...
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Office Open XML (DocX)
With DocX a new technique for creating templates has been implemented. It brings up several advantages like automated creation of tables (e.g. list of quote-products, contacts from an account, activities) and easy insertion other documents or pictures out of CRM.
(Demo-series)
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Document Management
With the possibility to link DCP with the CRM-Sharepoint-integration, it allows to store generated documents in a structured way. This means, that the documents are automatically stored to specific folders that are related to the CRM records that have been used in the merge-process. All documents related to e.g. an account or contact, can be accessed via the "Documents" setting in the CRM navigation menu.
The following features are provided in the MS CRM On-Premise version only:
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Microsoft Windows Explorer Integration
The sharepoint functionality is also available for the Windows explorer. This allows to get a structured file system of documents associated with CRM without the need to use Sharepoint services.
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Document Summary
The Document Summary is a tool to show you all documents and records (Cases, qutoes, invoices,..) related to a specific record. E.g. Users can open an account and get an overview of all documents of this account and of all related records.
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