DocumentsCorePack

for Microsoft Dynamics CRM

Professional document generation and processing in Microsoft Dynamics CRM!

Based on MS Word-templates, DocumentsCorePack provides you with a set of tools to create and process documents effectively. From a document generation wizard that guides users through the process to full document automation - DocumentsCorePack will make your business documents look professional and help you to process them efficiently!

Supported platforms: CRM 3.0 up to CRM 2016 - Online, OnPremise and Hosted (IFD)

The #1 Document Automation Solution for Microsoft Dynamics CRM

Documents are crucial in every CRM implementation. Equally 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. see more



  • The Document Wizard

    The wizard enables users to generate and process documents in 3 simple steps! 1. Select report, 2. Choose document action and 3. Preview. The wizard can easily be accessed from the CommandBar.
  • Document Automationsee more

    By allowing to generate and process documents in CRM processes (e.g. workflows), DocumentsCorePack enables full document automation based on CRM events.
  • Commands & One-Click Actionssee more

    By defining commands you can make your document process a matter of just a single click for your users. E.g. "create and send document by email and save it to SharePoint" can be combined to a single command.
  • Document Processing

    It is not only about generating documents. A broad variety of processing options, like "send to e-sign", "send to printer", "send/attach by/to email" or "save to Sharepoint" allow to simplify your business processes.
  • Microsoft Word - Template Designer

    Our easy to use and powerful MS Word based template designer allows you to use the power of MS Word and extends its capabilties with a connector to your CRM system.
  • Document Management

    SharePoint, Notes, email and letter attachments: By providing the option to use dynamic save-locations or creating Sharepoint locations our solution will help you to manage your documents properly.

Document Generation and Processing Capabilities

Our solution was developed to help you streamline your overall business process. Besides various ways to trigger document generation, it comes with a bunch of options to process the document in one step. 



  • Supported File Formats

    .pdf, .html, .docx, .doc, .txt, .xps, .png, .jpeg, .epub, .bmp, and .msg
  • Attach to Email or Letter Activity

    Generate a new activity (email or letter) automatically - e. g. attaching the newly generated document
  • Auto-set Email Recipients & Subject

    Insert email recipients (e.g. insert potential customer(s) when sending a quote) and subjects automatically!
  • eSignatures (AssureSign, DocuSign)

    DocumentsCorePack integrates with AssureSign and DocuSign solutions, that allow to define eSignature-fields directly inside the generated templates, as well as triggering the eSignature-process.
  • Trigger Workflows

    Users are provided with different workflows that get triggered as soon as the processing of the document is completed.
  • Save Documents to SharePoint

    Save documents automatically to the corresponding document location on Sharepoint. Auto-creation of folders (as well as dynamic save-locations) is supported.
  • Printing

    Documents can be sent to network printers, as well as to Google-Cloud Printing.
  • Generate Email Content

    Besides email attachments, you can generate email content based on MS Word templates. Thus, you no longer have to struggle with limitations of native CRM Email-templates
  • Dynamic File Names

    Generated documents can be named dynamically including field forms from within CRM. (e.g. Quote or invoice - DI, date,...)
  • Open in Outlook

    Your users prefer outlook? No problem! Generated documents and emails can be opened directly in the local email client.

Document Automation

DocumentsCorePack is fully integrated into CRM processes, like workflows or dialogs. Thus, all document generation and processing capabilities mentioned above can be fully automated! Next to reducing your users workload this will help you standardize your internal and external documents.

Examples:

  • Order & Shipping confirmations
  • Scheduled reports
  • Welcome packages for new website-registrations or customers

  • Process Integration

    A set of custom workflow activities allows to include document operations in your MS Dynamics CRM processes (e.g. workflows, dialogs, actions,...)
  • Scheduled Reportssee more

    Run workflows including reports and execute them automatically on a certain base.
    E.g. : Send an automatically generated reminder to all customers with outstanding accounts.  
  • All Processing Options Supported

    The process integration supports all processing options outlined above (save to SharePoint, send for e-Signing, Printing,...)
  • Create Document Locations

    Create document locations on SharePoint by simply executing a workflow! Also subfolders can be automatically generated. AND: No GUID in foldername required!

Template Design - The Power of MS Word

Easy, intuitive and powerful. Our 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.



  • Standard and Custom Entities

    The template designer allows to pull fields from standard as well as custom entities. 
  • Relationships

    All MS Dynamics CRM relationship-types are supported. There is no limitation on the number of relationships or levels resolved.
  • Filtering & Sorting Capabilities

    All retrieved records can be filtered and sorted in any imaginable way!
  • Loops

    Handling of One-to-Many or Many-to-Many relationships is easy. You can loop records inside tabels by designing the base layout of a row. It supports grouping, as well as performing calculations (like totals) for the items inside a loop.
  • Conditional Content

    If and else conditions can be placed in order to define conditional content inside your templates.
  • Field Formatting

    Culture and format of money, integer and decimal fields can be set inside the template.
  • Dynamic Document Names

    The doucment name of generated documents can be pre-defined, supporting all fields from CRM (e.g. Accountname, Quote-ID or date-fields).
  • Dynamic Save-Locations

    templates can be set with default paths for docuemnts generated. This e.g. allows to save documents generated from a quote to the potential customer
  • Pictures

    Whether pictures are stored as notes, as entity-images or simply by adding an URL to the picture inside Microsoft Dynamics CRM: Our tool allows you to insert dynamic pictures (e.g. product pictures)
  • Dynamic Hyperlinks

    Our tool supports also hyperlinks that include Microsoft Dynamics CRM-fields in either the link-name or the URL.
  • Calculations

    Basic arithmetic operations can be defined and the variables set to be CRM fields. 
  • Insert Documents

    Insert other documents into the main document. (e.g. spec-sheets based on products selected) or conditional textparts.