DocumentsCorePack for Microsoft Dynamics CRM

Application Description

Documents Core Pack provides the possibility to manage documents in a comfortable and structured way.
Works with:
- Microsoft Dynamics CRM 2011 Online
- Microsoft Dynamics CRM 2011 On-Premise
- Microsoft Dynamics CRM 4.0

Word Mail Merge enables creation of Word/PDF-Documents with data from MS CRM. It’s capable to resolve any relations and works with custom entities as well as with standard CRM entities.

It’s possible to resolve complex relations and therefore Documents Core Pack provides the opportunity to e.g. create quotes, Invoices including data from related records like “other contacts”, accounts, products etc.

A merge could be started directly out of the web-client This enables users to easy create quotes or invoices as well as mass-mail- documents by choosing a marketing-list.

Additionally it is possible to start a merge directly out of MS Word and the generated documents will be saved on the correct place on your integrated SharePoint.

With the opportunity to select multiple records, you use data from special e.g. contact groups for their mail merge.

It's possible to use saved views as data source for the mail merge.

SharePoint Integration:
With the opportunity to save generated documents to SharePoint, the Documents Core Pack is capable to create a structured File system. The possibility to create subfolders and configure entity-specific folder names guarantees a compact overview over the created documents and their associations to a CRM record e.g. it’s possible to save all quotes into a subfolder of the account or associated contact.

With the integration in CRM (see picture), documents can easily be found on SharePoint. Further on a link to the document is saved into the created activity itself.

Microsoft Windows Explorer Integration:
The SharePoint functionality is also available for the Windows explorer. This allows a structured file system of documents associated with CRM without the need to use SharePoint services.

These integrations support all kind of files. Files can be simply integrated via Drag & Drop to into the regarding folders for the entities (Account, Contact, custom entity)

Send PDF Files:

Created documents can be send to customers as PDF files. It converts the generated documents and therefore Documents Core Pack provides a powerful option to simplify accounting by handling invoices, quotes, orders, etc.