Alistar has his own Document Generation add-on developed for Microsoft Dynamics CRM to quickly and efficiently generate documents based on CRM data. The application is more powerful than the standard Mail Merge feature.
Key benefits of the Document Generation add-on:
- Easily create document templates for every entity (e.g.,. opportunity, quote, order, account, contact, product, …)
- Design your own document templates using the “content controls” in Microsoft Word
- Use multiple document templates per entity
- There is no limit to the depth at which data can be retrieved from related records (e.g.,. quote > quote details > product > price list item > price list)
- Generated documents are stored under the “Notes” and under “Activities” in Microsoft Dynamics CRM
You can create a document in just three mouse clicks
- Navigate to the record whose data you want to appear in a document.
- Press the “ button“Create Document“
- Select your document template from the drop-down list, and your Word document will be generated automatically.
