DocumentsCorePack for Business Central
de mscrm-addons.com ( PTM EDV Systeme )
Layout design in Word and document generation & processing in Dynamics 365 Business Central
Create Business Documents Faster, Without Technical Barriers
No-Code Layout Design for Business Central
Create and customize document layouts using familiar Word tools. No RDLC object development, no steep learning curve, no dependency on developers.
Generate quotes, invoices, and reports instantly within Business Central. Reduce implementation time, avoid document bottlenecks, and keep projects moving forward.
Improve consistency across all documents, ensure compliance with your corporate branding, and scale document processes as your business grows.
Here's how it works:
Design Your Templates in Microsoft Word
Create and manage professional document templates directly in Microsoft Word with the intuitive Template Designer
Use dynamic data fields from Business Central to design flexible, data-driven templates without coding
Maintain full control over layout, branding, and structure while using familiar Word functionality
Reuse and adapt templates across different document types to ensure consistency and efficiency
Generate Your Documents
Create invoices, orders, quotes, confirmations, and reports directly within Business Central in just a few clicks
Generate documents individually or in bulk to support both operational and high-volume scenarios
Deliver documents in multiple formats, including PDF, Word, and HTML, depending on your business needs
Native Integration with Business Central
- DocumentsCorePack integrates seamlessly into standard Business Central processes and pages
- No separate interface, no additional tools, and no disruption to your existing workflows
- Works directly within your familiar environment, enabling immediate adoption by users
- Supports cloud and ensures your data remains within your Business Central environment and regional boundaries
Key Benefits
- Faster Implementations: Reduce document setup from days to hours. Launch projects quickly with ready-to-use templates.
- No Developer Dependency: Business users can create and adjust templates without relying on technical resources.
- Easy Maintenance: Update templates in Word instantly without development cycles or downtime.
- Scalable Document Generation: Scale document generation across departments and processes as your business grows.
- Consistent Branding & Compliance: Ensure all documents follow your corporate design and legal requirements.
- Improved Efficiency: Reduce manual effort and eliminate repetitive tasks in document creation and delivery.
- Better Customer Experience: Deliver accurate, professional, and timely documents every time.