Docentric CRM: Document Automation
for Dynamics 365 CRM and Power Platform

⭐Exciting News⭐

Docentric Document Automation Solution for Dynamics 365 CRM and Power Platform is on its way!

Docentric CRM empowers you to design your business documents such as quotes, orders and invoices in MS Word and MS Excel without the help of developers. It also improves the way your documents are generated, signed, emailed, printed, distributed and archived.

Let’s take a look at the features planned for Docentric CRM First Release 🤩

Disclaimer: Please note that these plans are subject to change.

Document design Capabilities

Document Design Capabilities

  • Design documents in MS Word or MS Excel by using tags for dynamic content, supporting:
    • Simple data, e.g. Product description and price, Quote number and date.
    • Tables and nested tables, e.g. list of products per categories.
    • Images, e.g. your company logo or product images.
    • Barcodes, e.g. product barcodes.
    • Conditionally included or excluded content, e.g. show different T&Cs for different groups of customers.
    • Conditional visual formatting, e.g. negative amounts are colored in red.
    • Subdocuments, shapes and charts, e.g. include T&Cs at the end of the quote or design a cheque using textboxes tagged and bound to dynamic data.
      Learn more  
  • Place tags with point-and-click in a template and see the resulting document instantly in the Live Preview window, equipped with grid, zooming and pop-out options.
  • Template design is end-user friendly. No connection to Dynamics 365 nor authorization is needed to design documents.
  • Support for multilingual documents including multilingual preview, e.g. create your Quotes in the language of the customer.

Document Template Management and Storage

Document Template Management and Storage

  • Docentric Document Templates are regular MS Word or MS Excel documents.
  • Configure multiple templates per entity, e.g. to achieve different Quote layouts for different groups of customers.
  • Apply new or update existing templates without deployments.
  • Customize template data sources based on Dataverse entities by navigating relations and selecting data fields.
  • Store templates in SharePoint or Azure Blob Storage attached to your Dynamics 365 apps.
  • Utilize SharePoint for template versioning.
  • Document and template setup is inside Dynamics 365.

Document Generation and Distribution

Document Generation and Distribution

  • Supported output formats: MS Word, MS Excel, PDF, PDF/A.
  • Digitally sign generated PDF documents or secure them with a password.
  • Supported distribution channels: View, Download, Email and Save to SharePoint.
  • Email generated documents with dynamic recipients, subject and body, and with additional attachments.
  • 'Edit before distribution' option, e.g. edit generated quote before emailing it to the customer or saving it to SharePoint.
  • 'Preview before distribution' option, e.g. preview before emailing and saving to SharePoint.
  • Execute multiple distribution channels simultaneously. Configure distribution channels for particular documents as dedicated buttons.
  • Generate documents from a single or multiple data records.
  • Automate document generation via Power Automate.

Ready-Made Document Templates

Ready-Made Document Templates

  • 20+ ready-made Docentric templates for common documents in Dynamics 365 apps, such as Quote, Invoice and Order.
  • Includes different layouts of Quote, e.g. with and without product images, pricing lists, etc.

Deployment and Licensing

Deployment and Licensing

  • Docentric CRM is:
    • A component for Dynamics 365 and doesn’t require any external service.
    • Built on Power Platform, meaning it works for any Power Platform app and any data from Dataverse!
    • Works for all Dynamics 365 CRM apps including Dynamics 365 Sales, Customer Service, Field Service and Project Operations.
  • Deployment options: via AppSource or manually imported solution provided by Docentric.
  • Licensing model: Subscription based billed annually and depending on the parameters such as number of users, environment type and number of designers.

Product RoadmapFeatures to Be Delivered in the Next Versions

  • Integration with DocuSign
  • Saving to Azure Blob Storage
  • Saving to Azure Files
  • Support for mass emailing
  • Further emailing improvements
  • Integration with Universal Print
  • You tell us!

Want to Be Part of Docentric CRM Story?

We would be thrilled 🙏 if you want to engage with our Product Management Team and affect the feature selection & design in the first Docentric CRM release, test the pre-release versions and be part of this exciting journey of developing the BEST Document Automation Solution for YOUR Dynamics 365 projects 😍

Let's get in touch!