DocumentsCorePack - M (31 - 80 Users) – 1 Year Subscription

DocumentsCorePack by PTM EDV-Systeme GmbH is a powerful solution designed to streamline document creation and management within Microsoft Dynamics 365.

• Seamless Integration with Dynamics 365: Directly access and utilize Dynamics 365 data within your documents, ensuring consistency and accuracy across all communications.
• Efficient Template Creation: Leverage Microsoft Word to design templates that dynamically incorporate CRM data, simplifying the generation of personalized documents.
• Automated Document Generation: Set up workflows to automatically create and distribute documents, reducing manual effort and increasing productivity.
• Flexible Output Formats: Generate documents in various formats, including PDF, to meet diverse business requirements and ensure compatibility.
• SharePoint Integration: Save and manage documents directly within SharePoint, facilitating organized storage and easy retrieval.
• Enhanced Workflow Capabilities: Incorporate document generation into Dynamics 365 workflows, enabling automated processes such as sending documents via email.
• Advanced Document Elements: Integrate barcodes, images, and other elements into your templates to create professional and informative documents.
• Scalable Performance: Handle high volumes of document generation efficiently, with options for load balancing to maintain optimal performance.
• Comprehensive Diagnostics Tool: Utilize the DCP Diagnostics Tool to monitor and manage your installation, ensuring smooth operation and quick troubleshooting.