DocumentsCorePack
TelephoneIntegration
GroupCalendar
ActivityTools
PowerSearch
AttachmentExtractor
SmartBar
CRM 2011
mscrm-addons.com is very proud of developing solutions which allow our customers all over the world to perform their daily business with Microsoft Dynamics 365 more efficiently. Our innovative add-ons extend Dynamics 365 with useful functionalities and close existing gaps. We want to share our customer success stories with you, showcasing how mscrm-addons.com products get the most out of Microsoft Dynamics 365.
Challenge: Complex and limited document generation process
Solution: Fast & flexible processing of customized documents
Publication Date: March 2021
Download full Case Study
mscrm-addons develop intelligent tools that integrate well in Dynamics 365. The tools are fast, simple to use but have a huge array of features under the hood. Their tools are continually improved and supported at an elevated level. I would highly recommend their products. Based on our experience, we can testify that DocumentsCorePack is a sophisticated document generation offering. I would also like to thank everyone at mscrm-addons for their never-ending support and the development of bespoke solutions for our organization. Thank you! Global Technical Owner for MSCRM Dynamics Boota Chaggar,
mscrm-addons develop intelligent tools that integrate well in Dynamics 365. The tools are fast, simple to use but have a huge array of features under the hood. Their tools are continually improved and supported at an elevated level. I would highly recommend their products. Based on our experience, we can testify that DocumentsCorePack is a sophisticated document generation offering. I would also like to thank everyone at mscrm-addons for their never-ending support and the development of bespoke solutions for our organization. Thank you!
Global Technical Owner for MSCRM Dynamics
Boota Chaggar,
Challenge: Generation of reliable service reports & high storage costs
Solution: Increased productivity, reduced costs & database space
Publication Date: December 2020
Our first goal was to find a simple and effective tool to create and send our service reports to our clients. We achieved it with DocumentsCorePack. After some time, we implemented the AttachmentExtractor solution to reduce our database on Dynamics 365. We are very satisfied with both solutions and have continued to use them since 2016. System Engineer Julien Charretier,
Our first goal was to find a simple and effective tool to create and send our service reports to our clients. We achieved it with DocumentsCorePack. After some time, we implemented the AttachmentExtractor solution to reduce our database on Dynamics 365. We are very satisfied with both solutions and have continued to use them since 2016.
System Engineer
Julien Charretier,
Challenge: Easy, quick & accurate document creation & high storage costs
Solution: Significant time and money savings
The smart tools mscrm-addons.com has developed have taken our experience with Microsoft Dynamics to the next level. The tools are well-developed, well-supported, and the team is wonderful to work with. Everyone I´ve ever communicated with on the mscrm-addons.com team, from support to sales to execs, have been friendly, knowledgeable and helpful. Director of IT Abby Torres,
The smart tools mscrm-addons.com has developed have taken our experience with Microsoft Dynamics to the next level. The tools are well-developed, well-supported, and the team is wonderful to work with. Everyone I´ve ever communicated with on the mscrm-addons.com team, from support to sales to execs, have been friendly, knowledgeable and helpful.
Director of IT
Abby Torres,
Challenge: time-intensive document creation
Solution: DocumentsCorePack - the #1 document automation solution
Publication Date: April 2018
Our goal of finding a streamlined process for creating and distributing quotes efficiently has been realized thanks to MSCRM-ADDONS.COM. We continue to find excellent uses for the plug-in and hope to continue to improve our processes as the products are enhanced. Service Assurance Manager Kasey Robinson,
Our goal of finding a streamlined process for creating and distributing quotes efficiently has been realized thanks to MSCRM-ADDONS.COM. We continue to find excellent uses for the plug-in and hope to continue to improve our processes as the products are enhanced.
Service Assurance Manager
Kasey Robinson,
Challenge: create professional documents (PDF & Word) directly out of CRM.
Solution: a mix of our most productive MSCRM-ADDONS.
Publication Date: April 2017
We were presented with many challenges, which we were able to quickly solve thanks to a cooperation with MSCRM-ADDONS. They thus play a decisive role in the project’s success and have increased productivity in the provision of services for our customer Sievers Group Martin Welling,
We were presented with many challenges, which we were able to quickly solve thanks to a cooperation with MSCRM-ADDONS. They thus play a decisive role in the project’s success and have increased productivity in the provision of services for our customer
Sievers Group
Martin Welling,
Challenge: Installing a robust, yet flexible document merge solution.
Solution: DocumentsCorePack to automate order and shipping confirmation documents
Publication Date: January 2016
We at Blanchard are very pleased with the product and would highly recommend mscrm-addons products to anyone looking for a robust yet flexible document merge and delivery solution. Blanchard Company, Inc Ed Glover,
We at Blanchard are very pleased with the product and would highly recommend mscrm-addons products to anyone looking for a robust yet flexible document merge and delivery solution.
Blanchard Company, Inc
Ed Glover,
Challenge: All entity-related attachments at a glance.
Solution: Move attachments from CRM to SharePoint and reduce costs.
Publication Date: August 2015
AttachmentExtractor has saved us countless hours from dragging and dropping files into folders. And, by storing the files in SharePoint, it keeps monthly CRM costs to a minimum. CEO Ken Kelly,
AttachmentExtractor has saved us countless hours from dragging and dropping files into folders. And, by storing the files in SharePoint, it keeps monthly CRM costs to a minimum.
CEO
Ken Kelly,