Document creation and report design for Dynamics 365

DocumentsCorePack for Dynamics 365

Document creation and report design

Editing document templates and reports is part of every project. DocumentsCorePack (DCP), the #1 document creation solution for Dynamics 365, simplifies template creation through integration with Microsoft Word and direct access to Dynamics 365 data. Documents can then be generated manually or automatically (e.g. within D365 workflows). In addition to the DCP, we rely on further modules from mscrm-addons.com in our projects.

DocumentsCorePack (DCP) - short overview

Document creation with DocumentsCorePack

Seamless integration with Dynamics 365
Creation of Word documents enriched with Dynamics 365 data (e.g. contact data) as mail merge fields
PDF export for protected further processing of e.g. invoices or quotations
SharePoint integration
Integrated Dynamics 365 workflow module, e.g. for sending documents by e-mail
Integration of barcodes, images and other elements within document templates

DocumentsCorePack - Video

Brand-new features for DocumentsCorePack!

New features and functions in DCP

In the DCP video you will learn everything about new functions and highlights of the solution. Click and watch now.

Contact form

Do you need more information about DocumentsCorePack, the add-on for CRM-Dynamics 365? Then please contact our experts directly or use the contact form below. We look forward to your message.