Integrate a document automation solution into your existing Dynamics 365/CRM system to transform the way you manage and process documents in your business.
Created by Mscrm-addons, DocumentsCorePack allows a fast and easy document creation based on Dynamics 365 data. Based on Microsoft Word-templates, DocumentsCorePack gives you all the tools you need to create and process your documents effectively and efficiently.
From a document generation wizard that guides users through the process to full document automation - DocumentsCorePack will help to ensure that all of your business documents look professional and help you to process them as efficiently as possible.
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.
The 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.
DocumentsCorePack is integrated into Dynamics 365 processes, like workflows or dialogs. Thus, all document generation & processing capabilities can be automated! Next to reducing your users workload this will help you standardize your internal & external documents.