DocumentsCorePack

The #1 Document Solution
for Microsoft Dynamics 365 & Power Apps

Documents are crucial in every Dynamcis 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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more than 5000 happy customers in over 80 countries.

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Document Generation and Processing Capabilities

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!

Document Generation

Easy and intuitive, professional document generation in all Dynamics 365 for Customer Engagement modules and on the Power Platform. Supports all major file formats.

One Click Actions

Preconfigure your document creation with just one click to save time with recurring document generation processes.

Template Designer

Our easy-to-use Template Designer allows you to create powerful templates in MS Word with extended features like repeating tables, unlimited entities, charting and many more.

Power Automate

DocumentsCorePack fully supports document generation, automation and processing in Power Automate (Flow).

eSignature Features

With DocumentsCorePack it's an easy task to create documents that a ready for eSign. Plugins for popular eSignature providers, like Adobe Sign or DocuSign are included out of the box.

Canvas Apps

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

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What Customers & Partners say about our Solutions

We see it as our purpose to provide products that simplify and speed up our customers' Microsoft Dynamics 365 experience. That is why we dedicate ourselves to work on new and innovative products and to improve our AddOns steadily.

" We at Blanchard are very pleased with the product and would highly recommend mscrm-addons products to anyone looking for a robust yet flexible document merge and delivery solution. "

Ed Glover
Blanchard Company, Inc

" [...] Thanks to DocumentsCorePack we were able to automate all these document generation processes, structure their files in SharePoint and use DocuSign in DCP to secure and accelerate the customer engagement. "

Frédéric Skobel
Consultant CRM

" mscrm-addons develop intelligent tools that integrate well in Dynamics 365. The tools are fast, simple to use but have a huge array of features under the hood. [...] "

Boota Chaggar
Global Technical Owner CRM

" Our goal of finding a streamlined process for creating and distributing quotes efficiently has been realized thanks to MSCRM-ADDONS.COM. We continue to find excellent uses for the plug-in [...] "

Kasey Robinson
Service Assurance Manager

" The smart tools mscrm-addons.com has developed have taken our experience with Microsoft Dynamics to the next level. The tools are well-developed, well-supported, and the team is wonderful to work with. [...] "

Abby Torres
Director of IT

" We were presented with many challenges, which we were able to quickly solve thanks to a cooperation with MSCRM-ADDONS. They thus play a decisive role in the project’s success and have increased productivity in the provision of servicesfor our customer. "

Martin Welling
Sievers Group

" We at Blanchard are very pleased with the product and would highly recommend mscrm-addons products to anyone looking for a robust yet flexible document merge and delivery solution. "

Ed Glover
Blanchard Company, Inc

" [...] Thanks to DocumentsCorePack we were able to automate all these document generation processes, structure their files in SharePoint and use DocuSign in DCP to secure and accelerate the customer engagement. "

Frédéric Skobel
Consultant CRM

" mscrm-addons develop intelligent tools that integrate well in Dynamics 365. The tools are fast, simple to use but have a huge array of features under the hood. [...] "

Boota Chaggar
Global Technical Owner CRM

" Our goal of finding a streamlined process for creating and distributing quotes efficiently has been realized thanks to MSCRM-ADDONS.COM. We continue to find excellent uses for the plug-in [...] "

Kasey Robinson
Service Assurance Manager

" The smart tools mscrm-addons.com has developed have taken our experience with Microsoft Dynamics to the next level. The tools are well-developed, well-supported, and the team is wonderful to work with. [...] "

Abby Torres
Director of IT

" We were presented with many challenges, which we were able to quickly solve thanks to a cooperation with MSCRM-ADDONS. They thus play a decisive role in the project’s success and have increased productivity in the provision of servicesfor our customer. "

Martin Welling
Sievers Group

" We at Blanchard are very pleased with the product and would highly recommend mscrm-addons products to anyone looking for a robust yet flexible document merge and delivery solution. "

Ed Glover
Blanchard Company, Inc

" [...] Thanks to DocumentsCorePack we were able to automate all these document generation processes, structure their files in SharePoint and use DocuSign in DCP to secure and accelerate the customer engagement. "

Frédéric Skobel
Consultant CRM

" mscrm-addons develop intelligent tools that integrate well in Dynamics 365. The tools are fast, simple to use but have a huge array of features under the hood. [...] "

Boota Chaggar
Global Technical Owner CRM

" Our goal of finding a streamlined process for creating and distributing quotes efficiently has been realized thanks to MSCRM-ADDONS.COM. We continue to find excellent uses for the plug-in [...] "

Kasey Robinson
Service Assurance Manager

" The smart tools mscrm-addons.com has developed have taken our experience with Microsoft Dynamics to the next level. The tools are well-developed, well-supported, and the team is wonderful to work with. [...] "

Abby Torres
Director of IT

" We were presented with many challenges, which we were able to quickly solve thanks to a cooperation with MSCRM-ADDONS. They thus play a decisive role in the project’s success and have increased productivity in the provision of servicesfor our customer. "

Martin Welling
Sievers Group

Get More from MSCRM-ADDONS

Join our weekly webinars and follow us on our social media channels to get all the latest updates, news and helpful how-tos.

Webinar

December 16th 2021, 11:30 AM CEST & 05:00 PM CEST

Batch document jobs with DocumentsCorePack: Best practices

Summit NA 2021 - RECAP

October 12th - 15th 2021, Houston (TX)

Thank you for joining us at Summit NA!



Enhance your Productivity

See all our AddOn solutions: AttachmentExtractor, TelephoneIntegration, SmartBar and more.

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.

Write your own success story with DocumentsCorePack!

The #1 Document Solution for Microsoft Dynamics 365 & Power Apps

Start 14 Days Free Trial

No payment required.