DocumentsCorePack for Microsoft Dynamics CRM

DocumentsCorePack allows to create documents based on CRM data in MS Word. With the broad variety of features like "Send as PDF" or "Save back to CRM" its a powerfull tool for every day processes like reporting, sending quotes or invoices and much more.

Supported platforms: CRM 2011 - Online, OnPremise and Hosted(IFD)

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Getting Started
Document Generation
Template Design and Document Features
Actions available after the Document Generation
Additional Features
Licensing
Media


"DocumentsCorePack - basic functionality"

"DCP - Office Open XML Series"

Example quote

FileExplorer Integration