DocumentsCorePack is a document generation and automation solution built specifically for Microsoft Dynamics 365 and the Power Platform. It enables organizations to create professional documents such as quotes, contracts, statements of work, invoices, and service reports directly from Dynamics data using Microsoft Word templates and a no-code configuration approach.
The solution runs natively inside the Dynamics 365 and Dataverse environment, allowing users to generate documents, automate document workflows with Power Automate, and maintain consistent templates across teams and departments.
With enterprise-grade governance and scalable automation capabilities, DocumentsCorePack helps organizations of all sizes standardize document processes, reduce manual work, and ensure accurate, branded documents across the entire business.
Professional document generation across all Dynamics 365 Customer Engagement modules: Sales, Marketing, Customer Service, Field Service, Project Service Automation.
Automate document creation with the DocumentsCorePack Connector in Power Automate (Flow). 25+ actions to streamline processes and reduce manual work.
Integrate document generation into Canvas and Model-driven apps seamlessly using the DocumentsCorePack Connector.
Generate documents directly from Microsoft Power Pages and offer downloads via DocumentsCorePack integration.
Seamless Dataverse integration for dynamic, data-driven documents using relationships and tables efficiently.
Our powerful and user-friendly Template Designer makes it easy for anyone to create professional and attractive templates without programming knowledge.
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.
NEW: Download our latest sample templates to get started immediately.
Support for all relationship types in Microsoft Dynamics 365.
Filter and sort retrieved records in any imaginable way.
Create conditional template content using Advanced Find logic.
Handle one-to-many and many-to-many relationships easily.
Integrate DocuSign, AdobeSign, DeepSign and AssureSign.
Track template versions and usage statistics.
Load JSON inspection responses into documents.
Select fields from standard and custom entities.
Create charts inside generated documents.
Control formatting of numbers, currencies and dates.
Automatically generate document names using Dynamics 365 fields.
Define default save locations for generated documents.
Insert dynamic images from Dynamics records.
Create hyperlinks using Dynamics 365 fields in the name or URL.
Include additional documents such as spec sheets or text sections.
Perform basic calculations using fields from Dynamics 365.
Automatically create backups when templates are updated.
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.
Integrated into the CommandBar, our 3-step wizard guides users through the document generation process.
Combine multiple actions like creating, emailing and saving documents to SharePoint into one predefined command.
Create activities such as emails or letters and automatically attach generated documents.
Automatically save generated documents in the correct SharePoint location including dynamic folders.
Send documents directly to network printers or cloud print services.
Generate structured invoices that meet modern e-invoicing compliance standards.
Start workflows after document generation to continue automated processing.
Generate documents in formats like PDF, DOCX, HTML, PNG, JPEG and more.
Automatically define recipients and subjects when sending documents.
Create complex document packages consisting of multiple documents.
Include user-provided input when generating documents.
Create rich email content with Word templates instead of standard email templates.
Automatically generate file names based on Dynamics 365 fields.
The DocumentsCorePack Connector enables full document automation by allowing the complete document generation and delivery functionality inside Power Automate (Flow) or classic Dynamics 365 workflows.
Our connector supports more than 25 actions for Power Automate, including creating documents, printing, saving to SharePoint or attaching documents to emails.
Integrate document generation and delivery directly into Dynamics 365 processes using workflows and custom workflow activities.
Generate and deliver documents automatically within customer journeys in Dynamics 365 Customer Insights using Power Automate.
Automatically generate and send documents at scheduled times, for example payment reminders or periodic reports.
Use approval flows together with DocumentsCorePack to automatically trigger actions when documents are approved.
Automatically generate and send quote documents once a quote is activated or approved.
Unlock the full potential of your document processes with a solution built for speed, flexibility and scalability.
Get started quickly with ready-to-use templates and significantly reduce implementation time.
Create and adjust templates without technical skills or developer involvement.
Update documents directly in Word without coding or system downtime.
Easily scale document generation & automation across teams, departments and processes.
Ensure branding, formatting and compliance are always applied correctly.
Automate repetitive tasks and reduce manual effort in document creation.
Deliver accurate, professional and timely documents that enhance every customer interaction.
Ferdinand von Gaisberg Senior IT Application Analyst
"I am absolutely thrilled about the amazing capabilities of DocumentsCorePack that have made our document-heavy business processes a breeze to manage. What's more, the outstanding support provided by the team at mscrm-addons has been truly exceptional, and I haven't come across any other service provider that offers such top-notch assistance. Overall, my experience with DocumentsCorePack has been nothing short of remarkable, and I couldn't be happier with the results it has delivered."
Abby Torres Director of IT
"Every challenge has a solution. mscrm-addons.com provides tools that are easy to set up, easy to maintain, and bring incredible value to your processes. I’m just so grateful for the partnership and for the tools that have made our program better and my job easier."
Tobias Willam Business Systems
"DocumentsCorePack has transformed the way we handle CRM processes, making document generation and email communication faster, more efficient, and remarkably intuitive. With its easy-to-use templates and powerful automation, our teams can focus on meaningful customer interactions instead of repetitive administrative tasks. Paired with ActivityTools and SmartBar, we now have centralized visibility of all communications and a clear, visual overview of relationships and key data directly within CRM. Together, these tools not only streamline workflows but also empower our teams to work smarter, stay aligned across regions, and deliver a consistently professional experience to every customer."
No complex integrations. No long onboarding. Install, configure, and start delivering documents fast.
One-click installation directly into your Microsoft Dynamics 365 Business Central environment.
Use our online service configuration to setup your DocumentsCorePack service.
Design templates in Microsoft Word and map Business Central data fields in minutes with no coding needed.
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