ISV Add-On Product Information
DocumentsCorePack: Document automation
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DocumentsCorePack: Document automation |
Business Processes: Customer Management, Customer Service
Document generation, processing and automation in Dynamics 365 & Template Design based on MS Word
Documents are crucial in every Dynamics 365 implementation. 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.
How does it work?
The ‘Dialog’: Accessible from the command bar, the dialog enables users to generate and process documents in 3 simple steps:
- Select report
- Choose document action and
- Preview
The Dialog can be customized according to the users business requirements supporting:
- One-Click-Actions: Preconfigure your document process to just one click (e.g. send pdf as an e-mail attachment, print and save to SharePoint)
- Workbooks/Document packages: Define complex documents consisting of several individual elements (e.g. proposals)
- Workbooks/Document packages: Define complex documents consisting of several individual elements (e.g. proposals)
- User-prompts: Incorporate user-input into generated documents
- PowerApps: Using Microsoft Flow documents can be generated from your custom application (Canvas Apps, Portals ...)
Template Design: The easy, intuitive and powerful handling of the DocumentsCorePack Template Designer extends the capabilities of Microsoft Word with an interface to Microsoft Dynamics 365. Next, to a simple mapping of Dynamics 365 fields, it provides a lot of additional features to ensure that our tool is capable to cover your needs.
Watch the video below and see how to create a quote in less than 10 min!
Document Automation: DocumentsCorePack is fully integrated into Dynamics 365 processes, like workflows or dialogs. Thus, all document generation and processing capabilities can be fully automated via Dynamics 365 workflows or Microsoft Flow. Next, to reduce your users’ workload, the add-on will help you standardize your internal and external documents.
The video below shows how easy it is to Automate payment reminders in Microsoft Flow via DocumentsCorePack and PowerAutomate.
All in all, DocumentsCorePack is a flexible, professional and reliable document processing solution for Microsoft Dynamics 365.
