Is there a Need for document automation add-in for Dynamics Sales

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Posted on by Genesis

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Hi all;

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?

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Wahaj Rashid 11,323 on at

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Hi,

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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