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home/Knowledge Base/DocumentsCorePack(DCP)/DocumentsCorePack vs. Out-of-the-box Dynamics 365 Comparison

DocumentsCorePack vs. Out-of-the-box Dynamics 365 Comparison

949 views 3 Updated on February 23, 2023

Microsoft Dynamics 365 CE comes with a basic functionality to generate documents via Word templates. This overview provides a comparison of those native capabilities vs. DocumentsCorePack for Dynamics 365 and Power Apps. Starting with key differences you will find a detailed comparison covering:

  • Document Generation
  • Document Processing & Delivery
  • Template Design & Management

The intent of this head-to-head comparision to help you determine which option is best to meet your document generation, processing, and automation requirements.

Download Comparison Chart as Pdf

Key DifferencesDocumentsCorePackNative Dynamics 365
Microsoft Word based TemplateDesigner
(See Template Design Comparison for details)

Easy to use Word Add-In

XML-based mapping via developper ribbon
Mapping of Dataverse data:

– Resolve relationships
– Filter results
– Sort results
Formatting (e.g. date, money values)

Multi-level



limited to 1 level


Connector for Power automate & Power Apps

– Full documentautomation via Flows
– Document generation & processing in Canvas Apps







One-Click document processes

Generate and process documents according to your business needs with a single click (See Document Generation & Processing Comparison)

All document generation & procesing options

Only in Sales App Limited to PDF files
Batch document generation & delivery
Template Management
– Test templates during the design
– Versioning & History
– Conditional template selection
– Guided provisioning between environments







Document Generation: Whether you need to send sales or service documents, internal reports or contracts for signature, documents are crucial in every business. Generating professional documents in a simple, streamlined and effective manner is a top priority.

In this section we compare the document generation options provided by the two solutions within the suite of Microsoft Business Applications:

Document GenerationDocumentsCorePackNative Dynamics 365
Available in:
– Dynamics 365 CE
– Model Driven Power Apps
– Power Automate (Microsoft Flow)
– Canvas Apps










Command bar dialogAll Dynamics 365 CE & Model Driven AppsOnly in Sales App, limited to PDF files
One-Click Actions
– Generate documents
– Process documents

– Review & edit documents
– Access restrictions via security roles







Only in Sales App, limited to PDF files

Conditional template selection
Supported file types.docx, .pdf, .html, .txt, ….docx, .pdf
Batch operations
– Batch document generation
– Batch document processing


Generate documents consisting of multiple elements from different sourcesCombine templates, SharePoint & Note documents
Dynamic document names
Use data from an external database
Incorporate user input during document creation
Document previewOnly in Sales App
Edit documents upon creation before processed
In MS Word, the defined process continues

In MS Word, manual processing required

Document Processing, Delivery and Automation: Every document generated has a purpose. Thus, providing options to process & deliver documents will not just speed up your document-related business processes, reduce your user’s workload but also bridge the gap to full document automation.

This section outlines the comparison of options to process, deliver & automate your documents:

Document Processing & DeliveryDocumentsCorePackNative Dynamics 365
Generate email attachmentsOnly in Sales App,
limited to PDF files
Generate email content
Generate and attach to activityAll activity types
Attach as a noteOnly in Sales App,
limited to PDF files
Save to SharePoint

– Dynamic save locations
– Create SharePoint locations
– Write metadata to SharePoint

All file types


Only in Sales App,
limited to PDF files


Send for e-Signing
– AdobeSign
– DocuSign
– AssureSign



Protect files (PDF & password protection)
Run processes upon document generation
– Flows
– Workflows/Actions



Printing
– Local/Network printing
– Cloud printing


Combine documents

Document AutomationDocumentsCorePackNative Dynamics 365
Via Dynamics 365 workflows
All document generation & processing options

Only attach as note
Via Power Automate
DocumentsCorePack Connector

Template Design & Management:„Using the power of MS Word“ is key in enabling every user to design good-looking and professional documents.

This section compares the features & options to map the data you need from Microsoft Dataverse into your documents:

Template DesignDocumentsCorePackNative Dynamics 365
Microsoft Word Template Designer
via Word Add-In

Via developer ribbon
Relationships
– One-to-Many, Many-to-One, Many-to-Many
– Multiple levels
– Filter related records
– Sort related records












Data Manipulation
– Grouping
– Calculations
– String manipulation



Conditions & onditional content (if / else)
Condition Designer

Word Field Function
Formatting of Datverse data
– Field-type specific formatting (e.g. date, money fields)
– Conditional Formatting



Dynamic Images
– Entity images
– Images from notes (stored in Dataverse)
– Images from URL (stored in Dataverse)








Dynamic Content
– Charts (presenting Dataverse data)
– Document name
– Hyperlinks
– QR Codes
– HTML (stored in Dataverse)
– Filters







e-Signature: Predefine tags for
– AdobeSign
– DocuSign
– AssureSign




Work with Sample Data

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

 

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