Dynamics Docs provides Dynamics CRM users, who are familiar with Microsoft Word, to create documents with fields from CRM records inserted in paragraphs and tables in a Word document. Dynamics Docs template can be designed for any CRM Entity. Users can easily create templates for invoice, quote, order, opportunity or any customized entity. Fields inserted in paragraphs are read from the record itself, while fields inserted in tables are read from related records, like invoice products, which are related to the invoice record. With one click of a button, the document is PDF and attached to an Email, either from the record form (page) or automatically using CRM Workflows.
Dynamics Docs latest version, released this week, includes additional features for sophisticated users, such as the insertion of results of logical operation on fields read from the record, as well as the ability to add, subtract, multiply or divide data stored in any two fields on the document. This operation is available between different fields in a paragraph, in a table, and combination of the two.
Trial version and documentation can be downloaded from:
How Does Dynamics Docs Work?
The concept is very simple. Decide which report or document you need, and which entity stores the data you wish to insert into this document. Dynamics docs can filter records; you may want to use a CRM View to only display relevant records to the report. Write the paragraphs and design the table(s) to which you wish to read data from related entities. Anywhere in the document, where you wish to insert data from the fields of the record or related records, create a Placeholder, which is in the format of: <<TextwithNoSpaces>> such as <<DeliveryDate>> or <<CompanyName>>
Log onto CRM, import the Word document you have just created (Settings>Docs Template), and associate the document with the entity it was designed for. The last stage in this process is to link between Placeholders and Merge Tags which are the fields in CRM records. This is a simple process done with an Insert Attributes user interface that allows you to select the entity, related entities, entity view, and the fields in the record, and link them with Placeholders. When this process is completed, save the template, which is now available for CRM Users, in the entity form and list view.
Whether your document is a price quotation to be emailed to a client or a report on open Opportunities which is weekly emailed to Management, your report can be scheduled to be sent using Workflow. The Workflow has two main steps. The first steps creates Email, while the second step creates the PDF document, attaches it to the Email created in the previous step, and then sends it.
Dynamics Docs VS. Dynamics PDF-Docs
While Dynamics Docs is a powerful tool to create documents for all versions of Dynamics CRM, Dynamics PDF-Docs is designed to PDF CRM 2016 Word Templates and also schedule documents to be sent with CRM Workflows. Although Dynamics PDF-Docs has some limitations and fewer features than those available in Dynamics Docs, it is popular product for most CRM Users and can be easily implemented using our FREE Word Templates for entities like Invoice, Quote, Case, Order and more.
A trial version of Dynamics PDF-Docs can be downloaded from:
If you are not sure which product best suit your needs, please submit this form and we will respond ASAP:
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