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4.5
4.5 stars

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mscrm-addons.com

DocumentsCorePack for Microsoft Dynamics CRM

by mscrm-addons.com
  • App Type

    Add-in/Add-on
  • Business Need

    Customer Service, CRM
  • Works With

    Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM 4.0
  • Industry Focus

    General - Applicable to All

DocumentsCorePack for Microsoft Dynamics CRM has an overall rating of 4.5 stars  from 1 customer.

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The views and opinions submitted and expressed here are not those of Microsoft.

solid addon for Dynamics CRM for document generation

  • 4.5
  • Overall Rating 4.5 stars

Reviewed by:PaulScott Reviewed on:12/03/2014

Pros
I am a Microsoft partner, and we have implemented Document Core Pack at many of our CRM customers. As soon as you need to generate documents (letters, templates, invoices etc), you soon find the out of the box capability (e..g Mail merge) is insufficient. Our go-to addon is Document Core Pack. It easily enables complex templates and documents to be generated. I like the fact you can email the document straight from the DCP toolbar in Word, including storing it into CRM or Sharepoint. I highly recommend DCP, but also Automerge which compliments DCP enabling you to create documents server side through the CRM workflow engine. Highly recommended if you have a monthly process like invoice generation and you want to generate documents in bulk and email them out. The mscrm-addons team is responsive to our questions, which is important. Highly recommended.
Cons
Nothing
  • Price 4
  • Deployment Time 5
  • Needs Met 4
  • Compatibility 5
  • Performance 4

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