Document Generator

Generate Documents based on CRM Data

Document Generator Document Generator

Generate Documents based on CRM Data

Starting situation

Microsoft Dynamics CRM contains basic mail merge functionalities with the assistance of Microsoft Word.
The standard functionality does not have important functionalities of the output management, such as complex formatting e. g. filling in CRM data in tables, access to all the CRM attributes, complex calculations etc..

Solution

The AddOn "DocumentGenerator" fulfills all the essential requirements for personalized document export based on the CRM data.

Benefits

    • Neatly formatted documents with CRM data at the click of a button
    • History of the communication with the customer
    • Flexible calculations
    • Follow-up activities will be triggered automatically
    • Low support effort needed, since there are no client components

    Functionality

    Basic AddOn

      • Generate Microsoft Word documents by the click of a button (in screens and views), based on the Microsoft Dynamics CRM data and Microsoft Word templates
      • Completely server based or no client installation required
      • Neither Microsoft Word nor Microsoft Dynamics CRM Client need to be installed on the client (this is also applicable to all the feature packages)
      • Flexible creation of templates with all the formatting features in Word
      • Population with CRM data/personalization of documents based on Word Mail-Merge fields
      • Flexible mapping of CRM data from all the entities to the mail merge fields of the templates
      • Possibility of executing defined DLLs (e. g. for complex calculations) while calling the export function
      • All templates are managed directly in the CRM system
      • Allocation of templates to custom defined categories
      • Users can choose template from various language versions
      • Automated selection of the appropriate template based on the communication language that is saved in the CRM-System

      Feature - History Maintenance Letter Activity and Workflows

        • Documents ready for dispatch/printing are logged as letter activities and the document is appended to the activity.
        • Subject line of the letter activity at the template level defined optionally for all the exports by the Administrator or defined by the user in a flexible manner for each individual export
        • Based on the generation of the document that is ready for dispatch/printing, automatically defined CRM Workflows can also be executed
        • Workflows can be defined in a flexible manner (e. g. Task following up on proposals by Sales 3 days after dispatch).

        Feature - PDF

        • In addition to or instead of the document format Microsoft Word, the user can also avail of the non-editable Adobe Acrobat PDF format as the output format.

        Feature - ImageInDocument

          • Personalize documents with images
          • Insert images from ImageInEntity AddOn, path or URL
          • Resizing of images (compression)
          • Configuration of the position, distance, line breaks and URL parameters of the images

          Feature - Bulkprocessing / Mass-Export

          • Bulk processing of documents, or complete CRM selections can be exported to documents (e. g. for bulk invoices in case of associations)

           

          Screenshot

          Template Management

          While generating a document one can define how the document shall be created. Definitions can be made on:

          • Dokument-Type
          • Language of the document
          • Format of the dokument like PDF or Word

           

          Generating a document

          Additional Information

          No documents available

          Always the adapted AddOn version!

          The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

          Download & test Sales contact
          Prices

          AddOn DocumentGenerator Basis-AddOn
          Server license < 51 User 1900 CHF
          Server license < 101 User 2850 CHF
          Server license < 201 User 3800 CHF
          AddOn DocumentGenerator Feature Briefaktivität + Workflow
          Server license < 51 User 1900 CHF
          Server license < 101 User 2850 CHF
          Server license < 201 User 3800 CHF
          AddOn DocumentGenerator Feature Images
          Server license < 51 User 1900 CHF
          Server license < 101 User 2850 CHF
          Server license < 201 User 3800 CHF
          AddOn DocumentGenerator Feature Massenexport
          Server license < 51 User 1900 CHF
          Server license < 101 User 2850 CHF
          Server license < 201 User 3800 CHF
          AddOn DocumentGenerator Feature PDF
          Server license < 51 User 1900 CHF
          Server license < 101 User 2850 CHF
          Server license < 201 User 3800 CHF

          Annual Software Assurance is 18% of the license price

          In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

          Releases
          Version 5.4.0
          Date of publication 25.10.2015
          Language * DE / EN

          * Additional languages can be provided on request