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 documents in all Dynamics 365 for Customer Engagement modules:
The DocumentsCorePack Connector empowers you to fully automate your documents within Power Automate (Flow). With over 25 actions available, it allows you to standardizing your documents, improving efficiency and reducing your users' workload.
By using the DocumentsCorePack Connector, you can seamlessly access and add all document generation and processing options to your apps (Canvas and Model-driven).
With the integration of DocumentsCorePack within Microsoft Power Pages, users can generate documents directly from their web pages and make them available for download.
DocumentsCorePack enables a smooth integration of any data from Dataverse, facilitating the resolution of relationships, tables and thus enabling the creation of data-driven dynamic documents.
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.
With the ability to map fields from Microsoft Dataverse, you can easily access and incorporate any data you need for your documents. Plus, it allows for unlimited relationships, looping, sorting, filtering and many more features, making it a complete solution for automating and streamlining your document creation process.
NEW: To assist you in getting started right away, feel free to download our latest sample templates and tailor them to suit your requirements.
Support for all relationship types in Microsoft Dynamics 365, with no restrictions on the number of relationships or levels.
All retrieved records can be filtered and sorted in any imaginable way.
The Condition Designer allows for the creation of conditional content inside templates, with a similar interface to the Advanced Find in Dynamics 365.
Easy handling of one-to-many and many-to-many relationships, including looping of records, grouping, and calculations within tables.
Seamless integration with e-signature solutions like DocuSign, AdobeSign, DeepSign, and AssureSign, which permit the configuration of e-signature fields directly in the generated templates and initiate e-signature process.
Easily keep track of different versions of templates and their history. You can transfer templates between environments, and access usage reports and statistics.
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.
Integrated into the CommandBar, our 3-step wizard guides the user through the document process.
Streamlining of document processes by combining multiple actions, like... "create, send by email and save to SharePoint," into a single, predefined command. Read more
Automatically create a new activity such as an email or letter, for example by including the recently generated document as an attachment.
Automatically save documents to the appropriate location in SharePoint,>... including the ability to automatically create folders and dynamic save locations.Read more
Documents can be printed to network printers and also sent to Cloud Print.
DocumentsCorePack streamlines compliance by generating structured, standards-compliant invoices... directly in Dynamics 365, meeting e-invoicing requirements with ease. Read more
Users are given access to various workflows that activate once the document processing is finished.This also gives the possibility to continue the processing in the workflow.
*.PDF, *.HTML, *.DOCX, *.DOC, *.TXT, *.XPS, *.PNG, *.JPEG, *.EPUB, *.BMP, and *.MSG
Automatically insert email recipients (for example, potential customers when sending a quote) and subjects.
Create complex documents that are composed of multiple individual components (for example, proposals).
Include user-provided information into the generated documents.
In addition to attaching emails, you can create email content using Microsoft Word templates,... which eliminates the limitations of the standard email templates in Dynamics 365.Read more
Generated documents can have dynamic names that include field forms from Dynamics... 365, for example, a quote or invoice number, date, and so on. Read more
The DocumentsCorePack Connector enables full document automation by allowing the use of the complete document generation and delivery features within PowerAutomate (Flow) or classic Dynamics 365 workflows.
Our Connector supports more than 25 actions that can be integrated into your flow,... including: creating a document, printing, saving to SharePoint, attaching to a note or email, and many more.Read more
Microsoft Dynamics 365 allows for the integration of document-related actions into processes ... like workflows and actions through the use of custom workflow activities. Read more
In combination with Power Automate, DocumentsCorePack adds the option to generate and deliver documents within customer journeys in D365 Customer Insights. Read more
Set up a flow that triggers when a payment is due, and then send a reminder email to the customer with the payment details.
In MS Office 365 using the approval feature for documents in conjunction with DocumentsCorePack... allows for e.g. an automatic trigger to occur when a certain condition is met. Read more
Automate the generation and delivery of quote documents once e.g. a quote gets activated or approved.
"DocumentsCorePack turned our manual quote creation into a one-click process. Our sales team saves hours every week and error rates have dropped significantly."
Alex Johnson
Head of Sales, Contoso Ltd.
"We unified document templates across regions and automated delivery via Power Automate. Brand consistency and compliance improved immediately."
Maria Schmidt
Operations Manager, Fabrikam
"Batch document generation and e-signature integration helped us shorten our contract cycle from days to hours."
James Carter
CFO, Northwind Traders
Many teams using Microsoft Dynamics 365 or the Microsoft Power Platform still create documents manually. Sales reps copy data into templates, and contracts require manual edits – leading to wasted time and more errors.
Over time, different teams maintain their own versions of templates, creating inconsistency and potential compliance risks.
Manual processes often lead to:
With DocumentsCorePack, your team can create accurate, branded documents directly from Dynamics 365 – in seconds, with no manual effort or risk of mistakes.
Try DocumentsCorePack today with our 14-day free trial with all features and support included! Here's how to get started:
1. Sign up for a free account 2. Activate the DocumentsCorePack service 3. Download the Template Designer
Start Instant Free Trial
We want to make sure your trial experience is as seamless as possible. If you need any assistance, please don't hesitate to reach out by filling out this form. Our team will be happy to help you get up and running in no time.
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