DocumentsCorePack
AttachmentExtractor
TelephoneIntegration
ActivityTools
SmartBar
PowerSearch
Whether you're in the manufacturing industry or the finance department, our solution is designed to help you achieve your document requirements and goals, while enabling you to focus on growing your business.
From creation to electronic signature, and even complex document requirements. With its user-friendly and powerful features, DocumentsCorePack simplifies, optimizes, and automates all your document processes.
Suitable for every industry and department, our solution guarantees streamlined and professional document processes and improved efficiency.
Professional documents in all Dynamics 365 for Customer Engagement modules:
The DocumentsCorePack Connector empowers you to fully automate your documents within Power Automate (Flow). With over 25 actions available, it allows you to standardizing your documents, improving efficiency and reducing your users' workload.
By using the DocumentsCorePack Connector, you can seamlessly access and add all document generation and processing options to your apps (Canvas and Model-driven).
DocumentsCorePack enables a smooth integration of any data from Dataverse, facilitating the resolution of relationships, tables and thus enabling the creation of data-driven dynamic documents.
Our powerful and user-friendly Template Designer makes it easy for anyone to create professional and attractive templates without any programming knowledge. The intuitive drag-and-drop interface is designed to work seamlessly within your familiar Microsoft Word environment.
With the ability to map fields from Microsoft Dataverse, you can easily access and incorporate any data you need for your documents. Plus, it allows for unlimited relationships, looping, sorting, filtering and many more features, making it a complete solution for automating and streamlining your document creation process.
Support for all relationship types in Microsoft Dynamics 365, with no restrictions on the number of relationships or levels.
All retrieved records can be filtered and sorted in any imaginable way.
The Condition Designer allows for the creation of conditional content inside templates, with a similar interface to the Advanced Find in Dynamics 365.
Easy handling of one-to-many and many-to-many relationships, including looping of records, grouping, and calculations within tables.
Seamless integration with e-signature solutions like DocuSign, AdobeSign and AssureSign, which permit the configuration of e-signature fields directly in the generated templates and initiate e-signature process.
Easily keep track of different versions of templates and their history. You can transfer templates between environments, and access usage reports and statistics.
Load JSON-based responses from field service inspections, also known as "voice of the customer," into documents. They can be used for various purposes, such as ensuring safety protocols or evaluating customer assets.
The Template Designer enables the selection of fields from both standard and custom entities.
Graphical representation of data in generated documents, through the import of charts from Dynamics 365 or the creation of custom charts.
The template allows for the customization of culture and format for money, integer and decimal fields.
The document name of generated documents can be pre-defined, supporting all fields from Dynamics 365, such as account name, quote ID, or date fields.
Templates have the option to set default paths for generated documents, allowing for example saving the documents generated from a quote to the potential customer.
Dynamic insertion of pictures, whether they are stored as notes, entity-images or by adding an URL inside Microsoft Dynamics 365 in your documents.
Our tool also supports hyperlinks that incorporate fields from Microsoft Dynamics 365 in either the name of the link or the URL.
The basic arithmetic operations can be defined using variables set to fields in Dynamics 365.
It is possible to include other documents, such as product spec-sheets or conditional text sections, within the main document.
The feature of template versioning creates a backup of each template instead of replacing it. To use this feature, the client must be at least version 9.25 and the server or service must be at least version 2017.184.
DocumentsCorePack allows for the efficient creation and delivery of individual or batch documents in a variety of formats.
Utilizing the options available through our CommandBar dialog can streamline your document generation processes and ease the workload for your users.
Integrated into the CommandBar, our 3-step wizard guides the user through the document process.
Streamlining of document processes by combining multiple actions, like "create, send by email and save to SharePoint," into a single, predefined command.
Automatically create a new activity such as an email or letter, for example by including the recently generated document as an attachment.
Automatically save documents to the appropriate location in SharePoint, including the ability to automatically create folders and dynamic save locations.
Documents can be printed to network printers and also sent to Cloud Print.
Users are given access to various workflows that activate once the document processing is finished. This also gives the possibility to continue the processing in the workflow.
*.PDF, *.HTML, *.DOCX, *.DOC, *.TXT, *.XPS, *.PNG, *.JPEG, *.EPUB, *.BMP, and *.MSG
Automatically insert email recipients (for example, potential customers when sending a quote) and subjects.
Create complex documents that are composed of multiple individual components (for example, proposals).
Include user-provided information into the generated documents.
In addition to attaching emails, you can create email content using Microsoft Word templates, which eliminates the limitations of the standard email templates in Dynamics 365.
Generated documents can have dynamic names that include field forms from Dynamics 365, for example, a quote or invoice number, date, and so on.
The DocumentsCorePack Connector enables full document automation by allowing the use of the complete document generation and delivery features within PowerAutomate (Flow) or classic Dynamics 365 workflows.
Our Connector supports more than 25 actions that can be integrated into your flow, including: creating a document, printing, saving to SharePoint, attaching to a note or email, and many more.
Microsoft Dynamics 365 allows for the integration of document-related actions into processes like workflows and actions through the use of custom workflow activities.
During automation the process integration supports all outlined options such as saving documents to SharePoint, sending for electronic signature, and printing.
Set up a flow that triggers when a payment is due, and then send a reminder email to the customer with the payment details.
In MS Office 365 using the approval feature for documents in conjunction with DocumentsCorePack allows for e.g. an automatic trigger to occur when a certain condition is met, such as when a quote exceeds a predefined monetary amount, which then sends the document to a supervisor for review and approval.
Automate the generation and delivery of quote documents once e.g. a quote gets activated or approved.
We have found DocumentCorePack helping us accelerating the development work in the project and now it is an essential tool for us making the business process running smoothly. We are happy with our choice!
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 [...]
[...] 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. [...]
Try DocumentsCorePack today with our 14-day free trial with all features and support included! Here's how to get started:
1. Sign up for a free account 2. Activate the DocumentsCorePack service 3. Download the Template Designer
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