How We Use DocumentsCorePack at P2 Automation

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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