How We Use DocumentsCorePack at P2 Automation

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As you might imagine, we follow business processes here at P2 Automation.  Some of those processes include the generation of documents that we create using Microsoft Word.  Each document starts from a template in our CRM system, they include multiple fields, they have a naming convention, and a "home" on SharePoint.  We wanted to streamline our processes even further, so we decided to see if DocumentsCorePack from mscrm-addons was up to the task.  We started with 6 of our most commonly used documents, and I had a challenge: I want what I want, and I don't want to change a single process to "fit" the software.  The software needs to fit us.  Check out these videos to see how things went:

If you'd like help automating your standard documents from CRM, Schedule a Strategy Session with us today.

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