The #1 Document Solution for Microsoft Dynamics 365

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
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  By allowing you to generate and process documents in Power Automate (Flow), DocumentsCorePack enables full document automation within your business.

• Canvas Apps
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  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
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  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 

  Easy generation of docments in various formats (PDF, docx,html...) within your Application.

• 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.

Document Generation and Processing Capabilities

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

  Preconfigure your document process to just one click. E.g. "create and send document by email and save it to SharePoint" can be combined to a single command.

• Attach to Email or Letter Activity

  Generate a new activity (email or letter) automatically - e. g. attaching the newly generated document

• Auto-set Email Recipients & Subject see more

  Insert email recipients (e.g. insert potential customer(s) when sending a quote) and subjects automatically!

• e-Signatures (AdobeSign, AssureSign, DocuSign) see more

  DocumentsCorePack integrates AdobeSign, AssureSign and DocuSign solutions, that allow to define eSignature-fields directly inside the generated templates, as well as triggering the eSignature-process.

• Trigger Workflows

  Users are provided with different workflows that get triggered as soon as the processing of the document is completed.

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• Workbooks/Document packages

  Define complex documents consisting of several individual elements (e.g. proposals).

• 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

  Documents can be sent to network printers, as well as to Google-Cloud Printing.

• Generate Email Content

  Besides email attachments, you can generate email content based on Microsoft Word templates. Thus, you no longer have to struggle with limitations of native Dynamics 365 Email-templates

• Dynamic File Namessee more

  Generated documents can be named dynamically including field forms from within Dynamics 365. (e.g. Quote or invoice - DI, date,...)

Template Design - The Power of MS Word

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

  All MS Dynamics 365 relationship-types are supported. There is no limitation on the number of relationships or levels resolved.

• Filtering & Sorting Capabilities see more

  All retrieved records can be filtered and sorted in any imaginable way!

• Loops

  Handling of One-to-Many or Many-to-Many relationships is easy. You can loop records inside tabels by designing the base layout of a row. It supports grouping, as well as performing calculations (like totals) for the items inside a loop.

• Condition Fields see more

  If and else conditions can be placed in order to define conditional content inside your templates. Create your condition with the Condition Designer which has a similar look and feel as the Advanced Find in Dynamics 365.

• Chartingsee more

  This feature allows to display a graphical representation of data in generated documents. With DocumentsCorePack it´s possible to import charts from Dynamics 365 in any document or to create own custom charts from scratch.

• Field Formatting see more

  Culture and format of money, integer and decimal fields can be set inside the template.

• Dynamic Document Names see more

  The doucment name of generated documents can be pre-defined, supporting all fields from Dynamics 365 (e.g. Accountname, Quote-ID or date-fields).

• Dynamic Save-Locations

  templates can be set with default paths for docuemnts generated. This e.g. allows to save documents generated from a quote to the potential customer

• Pictures see more

  Whether pictures are stored as notes, as entity-images or simply by adding an URL to the picture inside Microsoft Dynamics 365: Our tool allows you to insert dynamic pictures (e.g. product pictures)

• Dynamic Hyperlinks see more

  Our tool supports also hyperlinks that include Microsoft Dynamics 365-fields in either the link-name or the URL.

• Calculations see more

  Basic arithmetic operations can be defined and the variables set to be Dynamics 365 fields. 

• Insert documents  see more

  Insert other documents into the main document. (e.g. spec-sheets based on products selected) or conditional textparts.

• Versioning see more

  Template Versioning saves a backup of each template instead of simply overwriting it. This feature requires at least version 9.25 of the client and version 2017.184 of the server or service.