Do you have a requirement to generate documents from Dynamics 365 or the Power Platform (Power Apps) for reporting or sending of documents?
Then we strongly recommend DocumentsCorePack from MSCRM-ADDONs.
DocumentsCorePack goes beyond just creating a Word Document directly in Dynamics 365 or Power Platform (Power Apps). Some of the features that are available as of today
- Authoring your Word Template directly in Desktop App (and uploading with ease)
- OneClick Document Generation
- Creating Documents within a Worflow/Power Automate
- Supports many different file types (HTML, DOCX, PDF, TXT) etc
- Ease of e-Signature integration (DocuSign, AdobeSign, AssureSign)
- Advanced Security Settings for PDF file formats
SharePoint Integration
- Automatically saving to locations in SharePoint from a workflow/power automate
- Configure locations to SharePoint outside of the native SharePoint integration for Dynamics 365 or Power Apps
- Ability to wite meta data to SharePoint
Whilst we have native document generation with the Dynamics 365 or Power Apps (and thats okay for generating a word document) but if you want to utilise
- Create & Send Documents (different formats) automatically with minimal effort
