This page is designed to provide you with all the necessary materials and information to start your journey with DocumentsCorePack effortlessly. We'll lead you through each step, starting from installation and template creation and simplifying your document processes to full document automation.
The free mscrm-addons.com account is your hub to manage your subscriptions and services. Sign up or log in to your existing account to start the Online Configuration wizard that sets up the DocumentsCorePack service for your Dynamics 365 or Dataverse environment. Start Online Configuration
Learn how to to setup & configure DocumentsCorePack for Dynamics 365 and/or Power Platform
Learn how to download, install and connect the DocumentsCorePack Template Designer
Create professional data-driven documents in Dynamics 365, Power Apps & Power Automate
Comparing DocumentsCorePack's features with the standard Dynamics 365 document capabilities
Our powerful and user-friendly Template Designer makes it easy for anyone to create professional and attractive templates without any programming knowledge. The intuitive drag-and-drop interface is designed to work seamlessly within your familiar Microsoft Word environment. Download Template Management
Template Designer is a MS Word add-in that allows the creation & design of document templates
Step-by-step guide on how to create a template using the Template Designer
Learn how to resolve relationships to map related data
Learn how to seamlessly integrate conditional fields into your DocumentsCorePack templates
Learn how to create a professional quote template with a step-by-step guide
Learn how to create a letter template with a step-by-step guide
Learn how to create various templates, such as invoice, NDA contract, sales report and more
Learn how to how to define dynamic document names with the Document name property in templates
DocumentsCorePack allows for the efficient creation and delivery of individual or batch documents in a variety of formats. Utilizing the options available through our CommandBar dialog can streamline your document generation processes and ease the workload for your users. Document Processing One-Click-Actions
Learn how to effortlessly generate a document with just a few clicks using the DocumentsCorePack Dialog
Learn how to simplify document processes for your users
Learn how to control access to Once-Click-Actions based on security roles, business units & teams
Learn how to create documents consisting of multiple elements via the Dialog
Learn how to configure One-Click-Actions with multiple document elements
Explore the e-sign features integration from DocuSign, AdobeSign or AssureSign in DocumentsCorePack
Learn how to perform batch document generation processes in order to create multiple documents in a single step
Learn how create to standards-compliant e-invoices directly in Dynamics 365
The DocumentsCorePack Connector enables full document automation by allowing the use of the complete document generation and delivery features within Power Automate (Flow) or classic Dynamics 365 workflows. Document Automation
Learn how to take advantage of all the DocumentsCorePack features directly within your Flows and Canvas Apps
Learn how to generate and send documents via e-mail from PowerAutomate
Learn how to create a scheduled flow that is triggered by a defined invoice overdue date and automatically sends an e-mail
Learn how to how to use approvals in combination documents to support approval of documents that require sign-off
Learn how to equip Canvas Apps with full DocumentsCorePack document creation & processing capabilities