DocumentsCorePack for Microsoft Dynamics 365

DocumentsCorePack

for Microsoft Dynamics 365 & PowerApps

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 

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
    see more

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

  • Canvas Apps
    see more

    Equip your App with our advanced document generation and processing capabilities.

  • Common Data Service 

    DocumentsCorePack allows incorporating ANY data you have inside your Common Data Service 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 (CDS) 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.


What customers & partners say about DocumentsCorePack

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,...)

    Document Automation

    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:

    • Order & Shipping confirmations
    • Scheduled reports
    • Approval flows
    • Welcome packages for new website-registrations or customers

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    • Power Automate (Flow)

      The DocumntsCorePack 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

      The process integration supports all processing options outlined above (save to SharePoint, send for e-Signing, Printing,...).
    • Create document locations see more

      Create document locations on SharePoint by simply executing a workflow! Also subfolders can be automatically generated. AND: No GUID in foldername required!

    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.