For most Dynamics 365 users, document creation is the task no one wants to do—but everyone relies on. Whether it’s sending out sales quotes, building contracts, or generating proposal packages, the process often involves copying, pasting, and praying it all lines up.
DocumentsCorePack from mscrm-addons.com changes that.
Built for Microsoft Dynamics 365 and Power Platform, DocumentsCorePack simplifies and automates the full document lifecycle—from data-driven generation to delivery and even e-signature collection. Here’s how it transforms business-critical documents across the sales cycle:
1. Generate Documents with One Click—No Manual Merging Required
Instead of manually copying data from Dynamics records into Word, users can click a single button to create fully formatted proposals, quotes, or contracts using prebuilt templates. These templates pull real-time data from any Dynamics 365 table—including custom ones—and dynamically populate fields like contact info, pricing, images, and even grouped product tables.
Here are just a few examples of what’s possible with DocumentsCorePack:
- Generate invoice documents with line items and taxes
- Auto-generate quotes from Opportunity/Quote tables using templates
- Create & attach branded order confirmations upon order creation
- Assemble tailored sales proposals from Dataverse data
- Attach region-specific or customer-specific T&Cs automatically
- Generate and attach personalized documents (e.g. welcome letters, renewal reminders)
- Combine data from multiple related tables into one document (e.g. account overviews)
2. Fully Automate Approval, Delivery, and Signature
DocumentsCorePack integrates with Power Automate, enabling workflows that:
- Automatically generate and send contracts for approval once a deal hits a certain stage
- Email invoice reminders weekly without lifting a finger
- Initiate e-signature processes directly from the Dynamics record
3. Empower Teams While Staying in Microsoft Word
For power users, the Word-based Template Designer is a game changer. No need to learn a new tool: anyone familiar with Word can design professional templates using a drag-and-drop interface, complete with logic-based conditions, loops, calculations, and dynamic images.
Bonus: The system supports version control and template migration across environments.
The Bottom Line
DocumentsCorePack isn’t just a document tool—it’s a sales acceleration engine. It eliminates friction, reduces time spent on admin tasks, and ensures that every document looks sharp, follows brand guidelines, and includes the right data.
Ready to make quote and contract chaos a thing of the past? Start your 14-day free trial today!