Getting Started
To install DocumentsCorePack in OnPremise/IFD CRM environments a msi-file is provided for download. Running the msi will import the solution into your CRM-system and provide you with the printing service.
DocumentsCorePack provides a server-based and a client-based tool to create and process documents. A simple web setup provides you with all the DCP features in a few minutes.
Click on the video icon to see the client-based document generation in action. It provides the possibility to generate the document in MS WORD. This allows to edit the document before it is sent or saved back to CRM.
Template Design and Document Features
Utilize the power of MS Word
All templates used by DocumentsCorePack are based on MS Word. Thus, you don't have to be an SSRS-expert with programming knowledge to get going. It's easy to-do with no limitation on Word formatting
Compatibility
MS Office 2003 / 2007 / 2010 / 2013.
DocumentsCorePack supports all, standard, custom and system fields to be used inside your documents. No limit on the number of CRM-fields.
Our Addon supports all relationship-types of MS CRM. Thus you can e.g. use fields from e.g. the potential customer of a quote. From there you can go further and retrieve information of the primary contact. It is supported to go up to 10 levels deep.
Define in the template a dynamically generated document/filename or define a specific subject name of the activity generated with that document.
DocumentsCorePack allows to automatically insert tables for One-to-Many, as well as many-to-many relationships like a list of quote products of a quote. One:Many and Many:Many relationships are supported.
- Use dynamic pictures saved in CRM or on a web location in the documents.
- Generate and embed QR-codes dynamically based on CRM-data.
- Protect generated documents with static passwords or passwords based on CRM -field-values.
The Document Generation Engine supports to generate following file formats:
docx, pdf, xps, doc, odt
Actions available after the Document Generation
Once the document is generated, the document can be set up to automatically store it in MS SharePoint. It will be saved to the associated Document Location defined in the Microsoft SharePoint integration for MS CRM or what ever location defined in the template.
Save the generated documents to CRM-records automatically. This e.g. enables you to attach the document to an email or to any other entity (leads, accounts,..).
Attention! This feature is only provided in the MS CRM On-Premise version.
The FileExplorer integration provided by DocumentsCorePack Client generates a separate folder for each record and gives you so a structured and easy way to add files/shares to your records in CRM.
DocumentsCorePack provides several different mailing featuers including
- send documents attached to an emial as pdf,docx,txt,png, jpg,...
- place the content of the document as email content.
- automated mailing by making use of the server-based tools.
Features of the Client-Based-Document Generation
Utilize the power of MS Word
The Client (Add-In for MS Word) will open the generated document and you have the possibility in MS Word to easily modify the result. After you finished with that you have several possibilities in Word to save the document to the customer as pdf or save it back to MS CRM or MS Sharepoint with the Ribbon-Bar from our Client (picture of the ribbon).
Offline Compatibility
DocumentsCorePack can be used without any restrictions in CRM offline mode. All documents created by a user are saved on the client's temporary and synchronized when the user goes online again.
With the bulk merge functionality, DocumentsCorePack Client enables users to create multiple documents all at once. It provides several possibilities after the document generation, such as
*)combining all generated documents to one single document whilst maintaining the page numbering
*)storing all generated documents in one folder
*)sending the documents to a printer
*)creating activities with the generated documents as attachments.
MS Office The DocumentsCorePack client integrates into MS Word and MS Outlook. The document will be generated in MS Word and with our Add-In you have all possibilities to easily generate activities or save the document back to Crm in various file formats. With the integration into MS Outlook you are able to send quotes easily as pdf to your customers and the email will be prepared in MS Outlook for the user.
Licensing
Licensing possibilities
If you answer the following questions with "Yes" you need a
Client-Based Document generation license:
- You want to generate the document in MS Word to confirm or modify before processing?
- You need to generate documents offline?
License for Client-Based document generation
You can license the "Client-Based" document generation in two differen ways.
Normal license: Requires as many licenses as there are active users in CRM.
Per User license: If you do not want to purchase a license for all your users you should take the per user model. The limitation you have with this model is that you have to purchase initially at least 10 licenses.
If you have questions regarding the licensing, I would recommend to contact us. We are happy to help you finding the best way to license the product.
Find the best way to contact us
here.