We improved our DocumentsCorePack addon in order to offer a better solution for the generation and processing of complex documents including CRM data.
Graz, Austria (PRWEB) September 26, 2012
MSCRM-ADDONS.COM, a software company developing and distributing addons for Microsoft Dynamics CRM, now provides an updated version of its DocumentsCorePack addon. The new version offers a bulk merge functionality for DocX templates, a better template handling and advanced options for the document creation and management.
In general, DocumentsCorePack enables users to create documents (Doc, DocX, PDF,…) with data from CRM and to manage them in a structured and comfortable way. The addon is capable of resolving any relationship and works with standard, as well as custom entities. Therefore, it is a useful tool to create and manage for example quotes, invoices and other complex documents. With DocX, a new technique for creating templates and documents has been implemented. It provides several advantages like an if-statement-evaluation, the automated creation of tables (e.g. list of quote-products, contacts from an account, activities) and an easy insertion of other documents or pictures from CRM. Generated documents can be stored and attached to letter-, e-mail- or fax-activities or can be converted into the file formats PDF, XPS, Doc, DocX, ODT and sent as emails. With the possibility to link DCP to the CRM-SharePoint integration, users are able to store generated documents in a structured way. The documents are automatically stored in specific folders related to the CRM records that were used in the merge-process.
Due to an improved template management, users have the possibility to easily rename, save or relocate templates or to choose templates for the document generation process from a drop-down menu directly from the main CRM menu ribbon.
Additionally, the new bulk merge functionality for DocX templates enables users to create a large number of documents all at once using data out of the CRM. It provides several possibilities after the document generation, such as combining all generated documents to one single document whilst maintaining the page numbering, storing all generated documents in one folder or in the entity's notes area, sending the documents to a printer or creating activities with the generated documents as attachments.
"We improved our DocumentsCorePack addon in order to offer a better and more efficient solution for the generation and processing of complex documents including CRM data. The new features enable an easier handling especially of DocX templates and documents and therefore support daily business processes particularly for accounting departments.", sais Christian Ternek, Product Manager of MSCRM-ADDONS.COM.
The product is available for MS CRM 2011 On-Premise, hosted (IFD) and CRM online.
About MSCRM-ADDONS.COM (http://www.mscrm-addons.com):
MSCRM-ADDONS.COM, a corporate sector of PTM EDV-Systeme GmbH, is a software company founded in 1998 and situated in Graz, Austria. The company is a Microsoft Gold Certified Partner and provides a high standard of knowledge, skills and commitment. It specialises in the development of diverse addons for Microsoft Dynamics CRM which could improve the benefit of using MS CRM. As a valuable addition to their products, the company provides technical support that distinguishes itself with quick and high qualitative answers and the willingness to always provide the best solution for the customers.