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This is not a marketing message (I am purposely not mentioning my company name). It is a query asking for your advice if there's a market opportunity here (that my company can take advantage of).
Is there a need for a document automation AddIn for Dynamics Sales?
By this, I mean an application where you can design document templates in Word, Excel, & PowerPoint, and include your business logic as well as data to pull from Dynamics Sales in them. And then set events in Sales that will then generate & route those documents. (There's more, but that's the crux of it.)
Do you think there is a need for this? And if so, what particular need(s) do you see?
And for those needs, what particular document(s) do you think people would use this for to generate?
Thank you for your query.
Yes there are add-ins available for Document Management, the most famous is Document Core Pack by MSCRM Add-ons.
DocumentsCorePack for Microsoft Dynamics 365 (mscrm-addons.com)
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