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DocumentsCorePack Client for MS CRM 2015 v.7.12, March 2015 Client User Guide (How to work with DocumentsCorePack Client for MS CRM 2015) The content of this document is subject to change without
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01
Open the DocumentsCorePack Client application.
02
Click on 'New Template' to create a new document template.
03
Fill out the necessary fields such as template name, description, and document type.
04
Select the CRM entity that you want to generate documents for.
05
Configure the document template by adding necessary fields, images, and formatting.
06
Save the template and it will be available for document generation.
07
To fill out the document, select the desired template and click on 'Generate Document'.
08
Fill out any required fields or select options for the document generation process.
09
Click on 'Generate' to generate the document based on the template and selected CRM data.
10
Review and download the generated document.

Who needs documentscorepack client - mscrm-addonscom?

01
Anyone using Microsoft Dynamics CRM and needing to generate documents based on CRM data can benefit from DocumentsCorePack client by mscrm-addons.com.
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Sales teams can use it to generate sales quotes, contracts, and proposals.
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CRM administrators can benefit from it to create standard document templates for various CRM entities.
04
Marketing teams can use it to create personalized marketing collateral.
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Support teams can generate customer-specific documents like service agreements or support tickets.
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Anyone requiring automated document generation and seamless integration with Microsoft Dynamics CRM can find value in DocumentsCorePack client by mscrm-addons.com.
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