Summary:

A new software solution to enhance the document design and generation along with automation with respect to the Microsoft Dynamics 365 environment. It is a creation of mscrm-addons.com, a company that specializes in adding functionality to Microsoft Dynamics products. Specially developed to be useful for creating multiple documents with help of a single template, such as contracts, quotes, invoices, etc.  

Key features and capabilities of DocumentsCorePackSolution:

• Allows to create customizable templates in order to streamline the creation of professional looking documents.
• It uses the familiar interface i.e.  Microsoft Word, which makes it easy for the users to create their customized templates as per business requirements.
• It integrates the CRM data allowing users to add the respective CRM fields as per the requirement.
• We can also automate the document generation which will generate the documents from the templates created based on the specified condition with help of predefined Triggers or workflows.
• You can directly upload the Documents to your connected CRM instance from the Microsoft Word using the extension of mscrm-addons.com.
• It often includes PDF conversion capabilities, allowing users to save documents in PDF format for easy sharing and printing.

Configuration Steps:

1. Go to the official site of DocumentsCorePack i.e., https://www.mscrm-addons.com where you will have to create an account for the DCP working.
2. Click on Register à Fill all the required fields and verify the email you have provided.

• Once done with registration, login with the credentials you have set during the registration process.
• Choose the DocumentsCorePack Solution listed under the Solutions from the top ribbon.

• Start Free Trial –>   Start Configuration.
• Click on + button to add service à Enter the CRM URL for which you want the DCP to be implemented à Retrieve Organizations and the select the required organization à Setup SharePoint Connection and pass the URL of your instance’s SharePoint.
• Once done, click on Verify Connection & Save Profile below, and wait until the verification is completed.

• You can also Modify your DocumentsCorePack service, where you can select the entities for which you want the templates created by DocumentsCorePack to be in use.

• Once done with all of the configurations, you need to download the Template Designer so as to design and create your customized templates in your CRM instance.
• Click on Download button on the page after which you had clicked on Start Free Trial à

        Get the DocumentsCorePack Template Designer

1. Run the installation after downloading the DocumentsCorePack Template Designer (Client) for Dynamics 365.

1. Create a profile by entering the Dynamics server URL and the login information to retrieve the organization list on the Welcome to your Dynamics 365 Connection Setup page. In the Organization information area, the organization’s name will then show up.

1. Open Microsoft Word after the installation is finished and check to see if the MSCRM ADDONs option is there in the ribbon.

1. The previously specified organization name is displayed when selecting Organization from the http://www.mscrm-addons.com menu.
2. Now we are completely ready to create customized templates as per the business requirements.

Note: The trial being created is only of 14-days and it starts automatically once you are done with the complete configuration of your service.

Conclusion 

For businesses looking to optimize their document generation and management procedures and rely on Microsoft Dynamics 365 or Power Platform for customer relationship management, DocumentsCorePack is a useful solution. While minimizing human data entry and document handling activities, it can aid in generating corporate documents with greater efficiency, accuracy, and consistency.

Thank you, Angarika Mane for your valuable inputs!