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.
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 layouts without coding. Maintain full control over design, branding, and structure while working in a familiar Word environment.
Reuse and adapt layouts across different document types such as invoices, quotes or order confirmations to ensure consistency and efficiency across your organization.
Use data from standard and custom tables in Business Central.
Filter and sort records to control exactly what data is used in your layouts.
Show or hide content based on Business Central data conditions.
Handle lines, journals and related records with flexible looping logic.
Access all your Business Central data, including fields from related records, by seamlessly resolving relationships across entities.
Manage versions and control the lifecycle of your document layouts.
Create structured tables like item lines or sales entries automatically.
Control number, date and currency formats in your documents.
Automatically generate file names using Business Central data.
Define where generated documents are stored or archived.
Combine multiple documents or add attachments dynamically.
Generate links based on Business Central fields and data.
Reuse layouts across multiple document types and processes.
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.
Create invoices, quotes, orders, confirmations and reports directly in Business Central.
Generate documents individually or in bulk for large data sets and automated processes.
Export documents as PDF, Word or HTML to match your business and delivery needs.
Generate documents, attach them to emails or letters, and save them automatically in the right SharePoint folders.
Reduce manual work and speed up document creation across your business processes.
Support both simple document generation and complex high-volume scenarios.
The DocumentsCorePack Connector extends document automation capabilities in Business Central by enabling document generation and processing through Power Automate.
Create documents automatically using Business Central data and your Word-based layouts, triggered by the events and conditions defined in your flows.
Use a no-code approach to build connected document processes, retrieve available layouts and manage document generation asynchronously for workflows that don't need to wait for the final document.
Integrate document generation into Power Automate flows and connect it with your Business Central processes.
Generate documents from Business Central data using your selected DocumentsCorePack Word layouts.
Build document workflows in Power Automate without writing custom code for the document generation process.
Define when documents should be generated as part of your existing flows, based on your business requirements.
Start document generation jobs without waiting for completion, then retrieve their status and results in subsequent flow steps.
Retrieve available DocumentsCorePack layouts and use the right layout for each document generation scenario.
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.
Integrates directly into standard Business Central pages and processes.
No separate interface required for document generation.
Users continue to work in the environment they already know, enabling fast adoption.
Enhance existing processes without disrupting established workflows.
Fully compatible with cloud environments and modern Business Central deployments.
Reduce document setup from days to hours and launch projects faster with ready-to-use templates.
Business users can create and adapt templates independently without relying on technical resources.
Update templates directly in Word without development cycles or system downtime.
Scale document generation across departments and processes as your business grows.
Ensure all documents follow your corporate design and meet legal requirements.
Reduce manual effort and eliminate repetitive tasks in document creation and delivery.
Deliver accurate, professional and timely documents to every customer interaction.
No complex integrations. No long onboarding. Install, configure, and start delivering documents fast.
One-click installation directly into your Microsoft Dynamics 365 Business Central environment.
Use our online service configuration to setup your DocumentsCorePack service.
Design layouts in Microsoft Word and map Business Central data fields in minutes with no coding needed.
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