DocumentsCorePack for Dynamics 365 Business Central

DocumentsCorePack

The Document Generation Standard for Microsoft Dynamics 365 Business Central Business Central

Create and customize document layouts directly in Microsoft Word with full flexibility and control.
No RDLC, no complex development, and no need for technical expertise.

Generate quotes, invoices, and reports instantly inside Microsoft Dynamics 365 Business Central. Streamline your document processes, reduce implementation time, and keep your business running smoothly without delays.





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Learn how it works

Create data-driven business documents in a few clicks!


Design your layouts in Microsoft Word

Create and manage professional document layouts directly in Microsoft Word with the intuitive Layout Designer for Business Central.

Use dynamic data from Microsoft Dynamics 365 Business Central to build flexible, data-driven templates without coding. Maintain full control over layout, branding, and structure while working in a familiar Word environment.

Reuse and adapt templates across different document types such as invoices, quotes or order confirmations to ensure consistency and efficiency across your organization.

Business Central Data

Use data from standard and custom tables in Business Central.

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Filtering & sorting

Filter and sort records to control exactly what data is used in your templates.

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Conditional content

Show or hide content based on Business Central data conditions.

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Loops

Handle lines, journals and related records with flexible looping logic.

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Full Data Access

Access all your Business Central data, including fields from related records, by seamlessly resolving relationships across entities.

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Template management

Manage versions and control the lifecycle of your document templates.

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Show all Features 🠻

Dynamic tables

Create structured tables like item lines or sales entries automatically.

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Field formatting

Control number, date and currency formats in your documents.

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Dynamic file names

Automatically generate file names using Business Central data.

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Save locations

Define where generated documents are stored or archived.

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Insert documents

Combine multiple documents or add attachments dynamically.

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Dynamic hyperlinks

Generate links based on Business Central fields and data.

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Template reuse

Reuse templates across multiple document types and processes.

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Generate your documents in Business Central

Create invoices, orders, quotes, confirmations and reports directly within Business Central in just a few clicks.

Generate documents individually or in bulk to support both daily operations and high-volume scenarios without manual effort.

Deliver documents in multiple formats such as PDF, Word or HTML depending on your business requirements and processes.

All document types

Create invoices, quotes, orders, confirmations and reports directly in Business Central.

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Bulk generation

Generate documents individually or in bulk for large data sets and automated processes.

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Multiple formats

Export documents as PDF, Word or HTML to match your business and delivery needs.

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Smart Attach & File Storage

Generate documents, attach them to emails or letters, and save them automatically in the right SharePoint folders.

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Operational efficiency

Reduce manual work and speed up document creation across your business processes.

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Scalability

Support both simple document generation and complex high-volume scenarios.

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Native integration into Business Central

DocumentsCorePack integrates seamlessly into standard Business Central processes and pages without requiring additional tools.

Work directly within your familiar environment without switching systems or disrupting your existing workflows.

Benefit from a cloud-ready solution that keeps your data within your Business Central environment and regional boundaries.

Seamless integration

Integrates directly into standard Business Central pages and processes.

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No additional tools

No separate interface required for document generation.

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User adoption

Users continue to work in the environment they already know, enabling fast adoption.

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Workflow continuity

Enhance existing processes without disrupting established workflows.

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Cloud-ready

Fully compatible with cloud environments and modern Business Central deployments.

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Key Benefits

✔

Faster Implementations

Reduce document setup from days to hours and launch projects faster with ready-to-use templates.

✔

No Developer Dependency

Business users can create and adapt templates independently without relying on technical resources.

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Easy Maintenance

Update templates directly in Word without development cycles or system downtime.

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Scalable Generation

Scale document generation across departments and processes as your business grows.

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Consistent Branding & Compliance

Ensure all documents follow your corporate design and meet legal requirements.

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Improved Efficiency

Reduce manual effort and eliminate repetitive tasks in document creation and delivery.

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Better Customer Experience

Deliver accurate, professional and timely documents to every customer interaction.

Get Started With DocumentsCorePack

No complex integrations. No long onboarding. Install, configure, and start delivering documents fast.

1

Deploy from Microsoft Marketplace

One-click installation directly into your Microsoft Dynamics 365 Business Central environment.

2

Configure Service

Use our online service configuration to setup your DocumentsCorePack service.

3

Design Layouts

Design layouts in Microsoft Word and map Business Central data fields in minutes with no coding needed.



FAQ

Didn’t find what you were looking for? Check out our knowledge base.

What is DocumentsCorePack and how does it integrate with Dynamics 365 Business Central?
DocumentsCorePack is a document solution that allows users to generate and process documents directly within Dynamics 365 Business Central.
What kinds of documents can I create with DocumentsCorePack?
From quotes and invoices to contracts, reports, and personalized letters, DocumentsCorePack lets you generate professional documents with live Dynamics 365 data.
How is the communication secured?
The cloud service communicates securely with Dynamics 365 using TLS 1.2 and OAuth authentication.