Getting Started To install DocumentsCorePack in OnPremise/IFD CRM environments a msi-file is provided for download. Running the msi will import the solution into your CRM-system and bring up the configuration wizard.
Document Generation Document generation can be simple triggered from the CRM-Menu. The document will be generated and opened in MS WORD.
CRM-records can be loaded into the document directly from within Word.
Template Design and Document Features Utilize the power of MS Word
All templates used by DocumentsCorePack are based on MS Word. Thus, you don't have to be an SSRS-expert with programming knowledge to get going. It's Easy to-do with no limitation on Word formating
Compatibility
MS Office 2003 / 2007 / 2010 / 2013.
DocumentsCorePack supports all, standard, custom and system fields to be used inside your documents. No limit on the number of CRM-fields.
Our Addon supports all relationship-types of MS CRM. Thus you can e.g. use fields from e.g. the potential customer of a quote. From there you can go further and retrieve informationof the primary contact. It is supported to go up to 10 levels deep.
Define in the template a dynamically generated document/filename or define a specific subject name of the activity generated with that document.
DocumentsCorePack allows to automatically insert tables for One-to-Many, as well as many-to-many relationships like a list of quote products of a quote. One:Many and Many:Many relationships are supported.
- Use dynamic pictures saved in CRM or on a web location in the documents.
- Generate and embed QR-codes dynamically based on CRM-data.
- Protect generated documents with static passwords or passwords based on CRM -field-values.
The Document Generation Engine supports to generate following file formats:
docx, pdf, xps, doc, odt
Actions available after the Document Generation Once the document is generated, the document can be set up to automatically store it in MS SharePoint. It will be saved to the associated Document Location defined in the Microsoft SharePoint integration for MS CRM or what ever location defined in the template.
Save the generated documents to CRM-records automatically. This e.g. enables you to attach the document to an email or to any other entity.( leads,accounts,..).
The FileExplorer integration provided by DocumentsCorePack Client generates a separate folder for each record and gives you so a structured and easy way to add files/shares to your records in CRM.
DocumentsCorePack provides sever different mailing featuers including
- send documents attached to an emial as pdf,docx,txt,png, jpg,...
- place the content of the document as email content.
- automated mailing by making use of the serverside tools.
Additional Features Offline Compatibility
DocumentsCorePack can be used without any restrictions in CRM offline mode. All documents created by a user are saved on the client's temporary and synchronised when the user goes online again.
With the bulk merge functionality, DocumentsCorePack Client enables users to create a multiple documents all at once. It provides several possibilities after the document generation, such as
*)combining all generated documents to one single document whilst maintaining the page numbering
*)storing all generated documents in one folder
*)sending the documents to a printer
*)creating activities with the generated documents as attachments.
Licensing If you have questions regarding the licensing, I would recommend to contact us. We are happy to help you finding the best way to license the product.
Find the best way to contact us
here.