DocumentsCorePack: Document Automation for Dynamics 365
DocumentsCorePack helps businesses using Dynamics 365 automate document workflows from design to delivery. It is designed for organizations looking to reduce manual data entry when generating professional templates.
At a glance
- Category
- Productivity
- Best for
- 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.
- Key use cases
- Automated Document Generation, Workflow Integration, Web-Based Document Generation
- Integrations
- Power Automate, Power Apps, Power Pages, Dynamics 365
- Official website
- www.mscrm-addons.com
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
Supports the process of generating professional documents from design through to delivery.
Supports connectivity with Power Automate, Power Apps, and Power Pages for document workflows.
Provides AI-driven capabilities for document processing.
Is designed to let users create professional templates without requiring extensive coding knowledge.
Use Cases
Creating business documents using data stored within Dynamics 365.
Using the DocumentsCorePack connector within Power Automate to trigger document processes.
Generating documents from web pages via Power Pages integration.
Best For
Integrations
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.
FAQ
DocumentsCorePack is designed as an add-on for Microsoft Dynamics 365 (Version 9.x), MS CRM versions 2011-2016, and the Power Platform.
Pricing is based on user tiers, starting at €80/month for 1-10 users. Additional costs apply for the Template Designer and Sandbox environments.
Yes, it includes a Copilot feature designed for AI-driven document processing.
Source category: Productivity
Source subcategory: Document Automation
