Document Automation

for the Digital Worker

Documents are crucial in every Dynamics 365 implementation. DocumentsCorePack provides you with a set of tools to create and process documents effectively. 

 From document generation to template designs, DocumentCorePack improves and automates customers Dynamics 365 experience.

DocumentCorePack

Wizard

The wizard enables users to generate and process documents in 3 simple steps!.

Automation

Generate and process documents in Dynamics 365 processes (e.g. workflows)

Actions

Preconfigure your document process to just one click. 

Processing

"Send to e-sign", "send to printer", "send/attach by/to email" or "save to Sharepoint" allow to simplify your business processes.

Management

By providing the option to use dynamic save-locations or creating Sharepoint locations our solution will help you to manage your documents properly.

Designer

Powerful MS Word based template designer allows you to use the power of MS Word and extends its capabilties with a connector to your Dynamics 365 system.

DocumentCorePack within the Government of Canada

With the increased reliance of Dynamics CRM for Case Management & Grants and Contribution solutions within the Federal Government of Canada, the ability to automate the creation, storage, and processing of documents within these systems has become an increasingly important aspects for departments looking to implement these solutions.

DocumentCorePack is currently used in various government departments such as:

Department of Justice Canada

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Learn how we can help you automate Dynamics.

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