Workflow and dialog based generation of documents.
Display activities from multiple users, user groups and resources.
Create and manage documents associated with CRM records.
Connect your phone system, OCS, Lync or Skype with MS CRM.
Simplify the use of activities within your MS CRM system.
Quick and easy search across several entities and multiple fields.
Count and display the number of related records and notes.
Extract or replicate attachments from your CRM system to a SharePoint or file share.
Documents Core Pack