MSCRM Addons DocumentsCorePack

Documents, templates & automation.

Stop creating documents the hard way

Manually creating quotes, contracts, invoices and reports from Dynamics 365 data takes time and creates opportunities for inconsistency. DocumentsCorePack connects Microsoft Word templates with Dynamics 365 and Dataverse data to help your teams generate, process and deliver professional business documents more efficiently.

Slow document creation.
Generate professional business documents directly from Dynamics 365 data instead of repeatedly copying information into Word templates.
Documents not consistent.
Standardise quotes, contracts, invoices and reports with reusable Microsoft Word templates that bring together your branding and business data.
Too manual.
Automate document generation, delivery and storage to reduce repetitive administration throughout the document lifecycle.

Ready to Take the Manual Work Out of Document Generation?

Talk to a DocumentsCorePack Expert

Smart document creation & automation

Design your templates in Microsoft Word

The intuitive drag-and-drop interface works directly inside Microsoft Word and allows mapping fields from Microsoft Dataverse with unlimited relationships, looping, sorting and filtering.

Generate documents from your applications

DocumentsCorePack allows the efficient creation and delivery of individual or batch documents in multiple formats. Using the options available in the CommandBar dialog helps streamline document generation processes and reduces workload for users.

Generate documents from your workflow

Connect DocumentsCorePack with Power Automate to generate and process documents as part of automated business workflows, including options for creating, saving and distributing documents.

Store documents where they belong

Automatically save generated documents to appropriate SharePoint locations, helping your organisation build a more structured process for creating and storing business documents.

Streamline documents with e-signatures

Extend document processes into electronic signing with supported e-signature integrations, helping contracts and other documents move from generation towards completion through a more connected process.

From Dynamics Data to Finished Document In fewer steps

Discuss Your Document Processes

Create documents faster, With less effort

Remove repetitive document preparation from everyday work. Turn your Dynamics 365 and Dataverse data into consistent, professional business documents, helping your team work faster, reduce manual effort and keep processes moving.

Quotes & Proposals.
Generate professional quotes and proposals using CRM data and reusable Word templates, helping sales teams create consistent customer-facing documents.
Contracts & Agreements.
Create data-driven contracts and agreements from Dynamics 365 records and connect document generation with downstream delivery and e-signature processes.
Invoices & Statements.
Turn relevant business data into consistently formatted invoices, statements and other financial documents without repeatedly re-entering information.
Reports & Service Documents.
Generate reports and service documents using Dynamics 365 and Dataverse data, including information drawn from standard and custom tables.
Automated Document Workflows.
Use Power Automate and the DocumentsCorePack connector to incorporate document creation and processing into automated workflows across your Microsoft environment.
Document Delivery & Storage.
Create document processes that can save files to SharePoint, attach them to emails, initiate e-signatures or support other delivery requirements.

Spend Less Time Creating Documents and More Time Moving Business Forward

Create Business Documents Faster

Generate documents using existing Dynamics 365 data and reusable templates, reducing the repetitive work involved in manually producing customer and business documentation.

Keep Every Document Professional and Consistent

Use centrally designed Word templates to standardise the structure, formatting and data used across documents while still supporting dynamic and conditional content.

Take Manual Steps Out of Document Processes

Combine document generation with Power Automate to create workflows that generate, process and deliver documents with less manual intervention.

Use the Data Already in Dynamics 365

Populate templates directly from Dynamics 365 and Dataverse records to reduce repetitive copying and help keep documents aligned with the information held in your business systems.

Build Document Processes That Grow With You

Move from individual document templates towards automated document processes spanning Dynamics 365, Power Apps and Power Automate as your requirements become more sophisticated.

Ready to Automate Documents Across Dynamics 365?

Talk to VINERGY