AI TOOL PROFILE
DocumentsCorePack: Document Automation for Dynamics 365
- Productivity
- Document Automation
- Small Businesses
- Mid-Market Companies
- Enterprise Companies
- Dynamics 365 users
Pricing
Pricing starts at €80/month for 1-10 users and ranges up to €980/month for 301-600 users. Additional fees apply for the Template Designer and Sandbox environments.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, Enterprise Companies, Dynamics 365 users
- Key use cases
- Automated Document Generation, Workflow Integration, Web-Based Document Generation
- Integrations
- Power Automate, Power Apps, Power Pages, Dynamics 365
- Official website
- Visit DocumentsCorePack official website
How AI is used
DocumentsCorePack is a document automation tool developed as an add-on for Microsoft Dynamics 365 and the Power Platform. It allows users to create professional documents by pulling data directly from their CRM, which may help reduce manual formatting and app-switching.
The tool is designed for companies that rely on document-based workflows. It supports connectivity with Power Automate, Power Apps, and Power Pages, and includes Copilot for AI-driven processing.
Buyers should confirm that the software is tied to the Microsoft ecosystem, supporting Dynamics 365 (Version 9.x) and MS CRM versions 2011-2016. Pricing is tiered by user count and includes separate costs for the Template Designer and Sandbox environments.
Key Features
Document Creation Automation
Supports the process of generating professional documents from design through to delivery.
Power Platform Integration
Supports connectivity with Power Automate, Power Apps, and Power Pages for document workflows.
AI Copilot
Provides AI-driven capabilities for document processing.
No-Code Template Design
Is designed to let users create professional templates without requiring extensive coding knowledge.
Use Cases
Automated Document Generation
Creating business documents using data stored within Dynamics 365.
Workflow Integration
Using the DocumentsCorePack connector within Power Automate to trigger document processes.
Web-Based Document Generation
Generating documents from web pages via Power Pages integration.
Integrations
- Power Automate
- Power Apps
- Power Pages
- Dynamics 365
FAQ
What software is required to use DocumentsCorePack?
- DocumentsCorePack is designed as an add-on for Microsoft Dynamics 365 (Version 9.x), MS CRM versions 2011-2016, and the Power Platform.
How is DocumentsCorePack priced?
- Pricing is based on user tiers, starting at €80/month for 1-10 users. Additional costs apply for the Template Designer and Sandbox environments.
Does DocumentsCorePack use AI?
- Yes, it includes a Copilot feature designed for AI-driven document processing.
Source category: Productivity
Source subcategory: Document Automation
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