DocumentsCorePack (DCP) for Business Central is a flexible, easy-to-use solution that simplifies the process of template creation and integrates document generation directly into your Business Central work processes. Creating and emailing sales invoices, quotes, or other documents is a cinch thanks to DocumentsCorePack’s capabilities.
To get started, you only need to follow these three steps:
Step 1: Install DocumentsCorePack
Install DocumentsCorePack for Business Central directly from the Microsoft Marketplace. The installation process is quick and seamless, with no complex or manual steps to worry about. The app installs directly into your BC environment.
->Install from Microsoft Marketplace.
Step 2: Setup your DocumentsCorePack Service
After entering your credentials, the DocumentsCorePack Online Service Configuration will connect your Business Central environment to the DocumentsCorePack service. The setup will install any and all solutions and activate your service automatically.
Note: Enable Preview Features in the Online Service Configuration to access the Business Central setup options.
-> Open Service Configuration.
Step 3: Install the Layout Designer
The DocumentsCorePack Layout Designer for Business Central can be installed in Microsoft Word as an Add-In. Once activated, you can get right into inserting fields, related records, and designing templates for your business.
You’re ready. Head to Template Design to build your first layout.
Questions? Contact our support team at support@mscrm-addons.com or visit the support page.