DocumentsCorePack
TelephoneIntegration
GroupCalendar
ActivityTools
PowerSearch
AttachmentExtractor
SmartBar
Professional document generation and processing in Microsoft Dynamics 365 & Power Platform!
Based on MS Word-templates, DocumentsCorePack provides you with a set of tools to create and process documents effectively. From a document generation wizard that guides users through the process to full document automation - DocumentsCorePack will make your business documents look professional and help you to process them efficiently!
Supported platforms: Dynamics 365 Customer Engagement & PowerApps
Online & OnPremise CRM 2011 up to Dynamics 365 V9.X
Documents are crucial in every Dynamics 365 implementation. Equally whether you need to send sales or service documents, internal reports or contracts for signing, DocumentsCorePack will help you streamline and simplify your document requirements.
Dynamics 365
Professional documents in all Dynamics 365 for Customer Engagement modules (Sales, Customer Service, Field Service, PSA,...).
Power Automate see more
By allowing you to generate and process documents in Power Automate (Flow), DocumentsCorePack enables full document automation within your business.
Canvas Apps see more
Equip your App with our advanced document generation and processing capabilities.
DataVerse
DocumentsCorePack allows incorporating ANY data you have inside your DataVerse while supporting the resolution of any relationship (multilevel) to ensure you get the data you need.
Template Design see more
Our easy to use and powerful MS Word-based template designer allows you to use the power of MS Word and extends its capabilities with a connector to your Dynamics 365 environment.
Document generation
Process documents
Every document has a purpose. DocumentsCorePack provides you with a set of processing options to simplify and streamline your business documents.
Document automation
Reduce your user workload & standardize your documents through full automation in PowerAutomate (Flow) or classic Dynamics 365 workflows.
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!
Boota ChaggarGlobal Technical Owner for MSCRM Dynamics
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.
Julien CharretierSystem Engineer
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.
Abby TorresDirector of IT
Our goal of finding a streamlined process for creating and distributing quotes efficiently has been realized thanks to MSCRMADDONS.COM. We continue to find excellent uses for the plug-in and hope to continue to improve our processes as the products are enhanced.
Kasey RobinsonService Assurance Manager
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.
Martin WellingSievers Group
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.
Ed GloverBlanchard Company, Inc
InterDyn BMI considers mscrm-addons.com products to be best-in-class. Support is swift and skilled. The products they offer are easy to use, versatile and deliver excellent ROI. Our CRM Customers find mscrm-addons.com products to be indispensable.
InterDynBMIwww.interdynbmi.com/
This tool is really awesome. It strongly supports business process workflow within Dynamics 365 Sales. You can define your templates and custom the documents fully for a consistent customer experience. You can also choose the wide range of output formats without leaving D365 environment. Other useful thing is to handle mailing. Very smoothly.
Kamil B. AppSource user
Our solution was developed to help you streamline your overall business process. Besides various ways to trigger document generation, it comes with a bunch of options to process the document in one step.
Supported File Formats
.pdf, .html, .docx, .doc, .txt, .xps, .png, .jpeg, .epub, .bmp, and .msg
One-Click-Actionssee more
Attach to Email or Letter Activity
Auto-set Email Recipients & Subject see more
e-Signatures (AdobeSign, AssureSign, DocuSign) see more
Trigger Workflows
Workbooks/Document packages
User-prompts see more
Incorporate user-input into generated documents.
Save Documents to SharePoint
Save documents automatically to the corresponding document location on SharePoint. Auto-creation of folders (as well as dynamic save-locations) is supported.
Printing see more
Generate Email Content
Dynamic File Namessee more
DocumentsCorePack is fully integrated into Dynamics 365 processes and Microsoft Flow. Thus, all document generation and processing capabilities mentioned above can be fully automated! Next to reducing your users workload this will help you standardize your internal and external documents. see more
Examples:
Power Automate (Flow)
The DocumentsCorePack Connector supports 20+ actions to be used in your Flow including: create document, print, save to shaerpoint, attach to note or email and many more
Process integration
A set of custom workflow activities allows to include document operations in your MS Dynamics 365 processes (e.g. workflows, actions,...).
During automation all processing options supported
Create document locations see more
Easy, intuitive and powerful. Our Template Designer extends the capabilities of Microsoft Word with an interface to Microsoft Dynamics 365. Next to simple mapping of Dynamics 365 fields it provides a lot of additional features to ensure that our tool is capable to cover your needs.
Standard and Custom Entities
The template designer allows to pull fields from standard as well as custom entities.
Relationships see more
Filtering & Sorting Capabilities see more
Loops
Condition Fields see more
Chartingsee more
Field Formatting see more
Dynamic Document Names see more
Dynamic Save-Locations
Pictures see more
Dynamic Hyperlinks see more
Calculations see more
Insert documents see more
Versioning see more
Configure Online Service
Test in CRM Online
Dynamics 365 Online
Dynamics 365 On-Premise
CRM 2015 / 2016 / Dynamics 365
CRM 2013
Documentation library
Blogarticles about DCP