DocumentsCorePack has been successfully installed to your CRM-System! Please see next steps to take in order to use the full-functionality of our powerful Addon.

 

Next Steps: Install the client-component
 In order to start using our solution you will have to download and install the DCP-Client-component on your client-pc. The client integrates inside your MS Word Installation, connecting your Office to your CRM-instance!

Optional: Install the DocumentsCorePack Server
 The DocumentsCorePack Server installation is not mandatory. This component could be installed for advanced configuration options.

  

DocumentsCorePack Product Page
Get detailed information about the functionalities and features of DocumentsCorePack for MS CRM.

 

Help Center
Do not hesitate to contact us if you have questions or require our assistance.

 

Blog
Take a look into our Blog to be up to date with the latest product information.
           

Follow us on
Project Image

Configuration

The Service-Setup allows to define extraction parameters, storage locations (SharePoint or FileShare), storage options and the CRM-connection in one simple user-interface.



  • Scheduler

    Set up a scheudule for the service to perform tasks. E.g. extract only at the weekend or extract only from midnight to 5am in the morning.

  • Blacklist / Whitelist

    Set up the service to touch only emails related to certain entities (Whitelist) or block certain entities from being touched by the service

  • Extract Note and Email Content

    Besides documents, AttachmentExtractor can be configured to extract email or note content. This is useful for indexing and searching. 

  • Dynamic Save Locations

    With the option to choose save locations based on values of CRM attributes custom logic can be added to the extraction process.