DocumentsCorePack Service Setup and Configuration

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We have finished setting up DocumentsCorePack for your Dynamics 365 organization.

Next Steps:
  • Advanced DocumentsCorePack Configuration
    Opens the configuration within your CRM for advanced configuration steps
  • License Status
    DocumentsCorePack comes with a 14 days trial.
  • DocumentsCorePack Template Designer
    You will require the DocumentsCorePack Template Designer to create your own custom templates for document generation process Download page
  • Create Document Button

    You will find the "Create Document" button on all your entities within Dynamics 365. This button provides an easy way to generate documents on demand without the need of a local MS Word. You are able to preview the document, print it, attach it to an email, etc.
These and other configurations can be accessed in the serice configuration overview.

When you need additional help, don't hesitate to contact us via
- E-mail: support@mscrm-addons.com or
- Telephone: +43 (316) 680 880 0