DocumentsCorePack for Microsoft Dynamics 365_Copy

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!

No programming skills required.

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.

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Compare DocumentsCorePack vs. OOTB Dynamics 365

Dynamics 365

Professional documents in all Dynamics 365 for Customer Engagement modules: Sales, Customer Service, Field Service, PSA, and more.

Power Automate

Generate and process documents in Power Automate (Flow), which enables full document automation.

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Canvas Apps

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

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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 Designer

Our easy to use & powerful MS Word-based Template Designer allows you to use MS Word and extends its capabilities with a connector to your Dynamics 365 environment.

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Document Generation

Easy generation of documents in various formats within your application: *.PDF, *.DOCX, *.HTML, and more.

Process documents

Every document has a purpose. DocumentsCorePack provides you with a set of processing options to simplify and streamline your business documents: Quotes, Invoices, Contracts, Service, Reports, and more.

Document automation

Reduce your user workload & standardize your documents through full automation in PowerAutomate (Flow) or classic Dynamics 365 workflows.

How does it work?

1. Design

The easy, intuitive and powerful handling of the Template Designer extends the capabilities of Microsoft Word with an interface to Microsoft Dataverse

2. Generate

Create individual or batch documents in various formats within Dynamics 365, Power Apps, Power Automate & Canvas Apps

3. Process & Deliver

Every document generated has a purpose. The various options provided by our CommandBar dialog will speed up your document-related business processes & reduce your user’s workload

4. Automate

The DocumentsCorePack Connector allows you to use the full suite of document generation & delivery options with PowerAutomate (Flow) or classic Dynamics 365 workflows, enabling full document automation



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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 Action

Preconfigure your document process to just one click. E.g. "create and send document by e-mail and save it to SharePoint".


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Attach to e-mail or letter activity

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

Auto-set e-mail recipients & subject

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

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e-Signatures

DocumentsCorePack integrates AdobeSign, AssureSign and DocuSign solutions, with full Template Designer integration.


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Trigger Workflows

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

Workbooks/Document packages

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

User prompts

Incorporate user-input into generated documents.


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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

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


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Generate e-mail content

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

Dynamic file names

Generated documents can be named dynamically including field forms from within Dynamics 365.


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Need help with DocumentsCorePack?

No matter what question you have about DocumentsCorePack, we will be happy to help you.

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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.

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Examples:

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

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Power Automate

The DocumentsCorePack Connector supports 20+ actions to be used in your Flow including: create document, print, save to SharePoint, attach to note or e-mail 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

Equip your App with our advanced document generation and processing capabilities using DCP Connector. The process integration supports all processing options outlined above.

Create document locations

Create document locations on SharePoint by simply executing a workflow! Also subfolders can be automatically generated.


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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

Template Designer allows to pull fields from standard as well as custom entities.

Relationships

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

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Filtering & Sorting capabilities

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

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Loops

Handling of 1:1 or N:M relationships is easy. You can loop records inside tables 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

If and else conditions can be placed in order to define conditional content inside your templates. The Condition Designer is similar to the Advanced Find in Dynamics 365.

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Charting

Display graphical representation of data in generated documents. It is possible to import charts from Dynamics 365 in any document or to create own custom charts from scratch.

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Field formatting

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

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Dynamic document names

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

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Dynamic save locations

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

Pictures

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

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Insert documents

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

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Dynamic hyperlinks

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

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Calculations

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

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Versioning

Template Versioning saves a backup of each template instead of simply overwriting it.

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Frequently Asked Questions

Can’t find the answer? Browse through our knowledge base tutorials by clicking here.

When using our Online Service Configuration Wizard you are all set in about 1 hour.
DocumentsCorePack comes with a MS Word based Template Designer that allows for intuitive and easy to use creation of templates. You can use familiar Word features to create professional looking documents while being able to use Template Designer's drag & drop capabilities to map data from your DataVerse (Dynamics 365).
No, DocumentsCorePack fully support resolving any relationship (1:n, n:n, n:1) as well as multiple levels of related data. Hence any data from you DataVerse (Dynamics 365) can be loaded into you document.
No, the e-Signature integration of AdobeSign, DocuSign and AssureSign as well as the Power Platform Connector are included at no additional cost.
DocumentsCorePack does not collect any data when documents are generated. Data is processed during the document generation process but not stored on our servers. Learn more about DocumentsCorePack Online Scheme.