{"id":17970,"date":"2015-05-13T00:00:00","date_gmt":"2015-05-12T22:00:00","guid":{"rendered":"https:\/\/alistar.net\/?p=17970"},"modified":"2026-10-02T15:59:36","modified_gmt":"2026-10-02T13:59:36","slug":"document-generation-with-microsoft-dynamics-crm","status":"publish","type":"post","link":"https:\/\/alistar.net\/en\/blog\/document-generation-met-microsoft-dynamics-crm\/","title":{"rendered":"Document Generation with Microsoft Dynamics CRM"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Alistar has his own <strong>Document Generation<\/strong> add-on developed for <a href=\"https:\/\/alistar.net\/en\/crm\/\" data-type=\"oplossing\" data-id=\"11376\">Microsoft Dynamics CRM<\/a> to quickly and efficiently generate documents based on CRM data. The application is more powerful than the standard Mail Merge feature.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Key benefits of the Document Generation add-on:<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Easily create document templates for every entity (e.g.,. <em>opportunity<\/em>, <em>quote<\/em>, <em>order<\/em>, <em>account<\/em>, <em>contact<\/em>, <em>product<\/em>, \u2026)<\/li>\n\n\n\n<li>Design your own document templates using the \u201ccontent controls\u201d in Microsoft Word<\/li>\n\n\n\n<li>Use multiple document templates per entity<\/li>\n\n\n\n<li>There is no limit to the depth at which data can be retrieved from related records (e.g.,. <em>quote<\/em> > <em>quote details<\/em> > <em>product<\/em> > <em>price list item<\/em> > <em>price list<\/em>)<\/li>\n\n\n\n<li>Generated documents are stored under the \u201c<em>Notes<\/em>\u201d and under \u201c<em>Activities<\/em>\u201d in Microsoft Dynamics CRM<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/netit_docgen_infograph.webp\"><img decoding=\"async\" src=\"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/netit_docgen_infograph.webp\" alt=\"Net IT Docgen Infographic\" class=\"wp-image-2257\"\/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">You can create a document in just three mouse clicks<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the record whose data you want to appear in a document.<\/li>\n\n\n\n<li>Press the \u201c button\u201c<em>Create Document<\/em>\u201c<\/li>\n\n\n\n<li>Select your document template from the drop-down list, and your Word document will be generated automatically.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>Alistar heeft een eigen Document Generation add-on\u00a0ontwikkeld voor Microsoft Dynamics CRM om snel en effici\u00ebnt documenten te genereren op basis van CRM gegevens. De toepassing is krachtiger dan de standaard Mail Merge functie. Kernvoordelen van de Document Generation add-on: U maakt een&nbsp;document in drie muisklikken<\/p>","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[27],"tags":[564],"industrie-type":[],"interesses":[],"techologie":[],"alistar_language":[],"class_list":["post-17970","post","type-post","status-publish","format-standard","hentry","category-blog-nl","tag-net-it"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Document Generation vanuit Microsoft Dynamics CRM<\/title>\n<meta name=\"description\" content=\"Net IT heeft een Document Generation add-on ontwikkeld voor Microsoft Dynamics CRM om snel en effici\u00ebnt documenten te genereren op basis van CRM gegevens\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/alistar.net\/en\/blog\/document-generation-with-microsoft-dynamics-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Document Generation vanuit Microsoft Dynamics CRM\" \/>\n<meta property=\"og:description\" content=\"Net IT heeft een Document Generation add-on ontwikkeld voor Microsoft Dynamics CRM om snel en effici\u00ebnt documenten te genereren op basis van CRM gegevens\" \/>\n<meta property=\"og:url\" content=\"https:\/\/alistar.net\/en\/blog\/document-generation-with-microsoft-dynamics-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Alistar\" \/>\n<meta property=\"article:published_time\" content=\"2015-05-12T22:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-02T13:59:36+00:00\" \/>\n<meta name=\"author\" content=\"Lennart DeTaeye\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Lennart DeTaeye\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/blog\\\/document-generation-met-microsoft-dynamics-crm\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/blog\\\/document-generation-met-microsoft-dynamics-crm\\\/\"},\"author\":{\"name\":\"Lennart DeTaeye\",\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/#\\\/schema\\\/person\\\/17df389a6198db9a24f0240c20adc81f\"},\"headline\":\"Document Generation met Microsoft Dynamics CRM\",\"datePublished\":\"2015-05-12T22:00:00+00:00\",\"dateModified\":\"2026-10-02T13:59:36+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/blog\\\/document-generation-met-microsoft-dynamics-crm\\\/\"},\"wordCount\":160,\"publisher\":{\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/blog\\\/document-generation-met-microsoft-dynamics-crm\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/alistar.net\\\/wp-content\\\/uploads\\\/2025\\\/07\\\/netit_docgen_infograph.webp\",\"keywords\":[\"Net-IT\"],\"articleSection\":[\"Blog NL\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/blog\\\/document-generation-met-microsoft-dynamics-crm\\\/\",\"url\":\"https:\\\/\\\/alistar.net\\\/en\\\/blog\\\/document-generation-met-microsoft-dynamics-crm\\\/\",\"name\":\"Document Generation vanuit Microsoft Dynamics CRM\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/blog\\\/document-generation-met-microsoft-dynamics-crm\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/blog\\\/document-generation-met-microsoft-dynamics-crm\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/alistar.net\\\/wp-content\\\/uploads\\\/2025\\\/07\\\/netit_docgen_infograph.webp\",\"datePublished\":\"2015-05-12T22:00:00+00:00\",\"dateModified\":\"2026-10-02T13:59:36+00:00\",\"description\":\"Net IT heeft een Document Generation add-on ontwikkeld voor Microsoft Dynamics CRM om snel en effici\u00ebnt documenten te genereren op basis van CRM gegevens\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/blog\\\/document-generation-met-microsoft-dynamics-crm\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/alistar.net\\\/en\\\/blog\\\/document-generation-met-microsoft-dynamics-crm\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/blog\\\/document-generation-met-microsoft-dynamics-crm\\\/#primaryimage\",\"url\":\"https:\\\/\\\/alistar.net\\\/wp-content\\\/uploads\\\/2025\\\/07\\\/netit_docgen_infograph.webp\",\"contentUrl\":\"https:\\\/\\\/alistar.net\\\/wp-content\\\/uploads\\\/2025\\\/07\\\/netit_docgen_infograph.webp\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/blog\\\/document-generation-met-microsoft-dynamics-crm\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/alistar.net\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Document Generation met Microsoft Dynamics CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/#website\",\"url\":\"https:\\\/\\\/alistar.net\\\/en\\\/\",\"name\":\"Alistar\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/alistar.net\\\/en\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/#organization\",\"name\":\"Alistar\",\"url\":\"https:\\\/\\\/alistar.net\\\/en\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/alistar.net\\\/wp-content\\\/uploads\\\/2025\\\/07\\\/favicon-new.svg\",\"contentUrl\":\"https:\\\/\\\/alistar.net\\\/wp-content\\\/uploads\\\/2025\\\/07\\\/favicon-new.svg\",\"width\":260,\"height\":260,\"caption\":\"Alistar\"},\"image\":{\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.linkedin.com\\\/company\\\/alistar\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/alistar.net\\\/en\\\/#\\\/schema\\\/person\\\/17df389a6198db9a24f0240c20adc81f\",\"name\":\"Lennart DeTaeye\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/da415f7e0e8dbd363464d827d0032e7d74e736d48f82a16b68759957c5653e01?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/da415f7e0e8dbd363464d827d0032e7d74e736d48f82a16b68759957c5653e01?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/da415f7e0e8dbd363464d827d0032e7d74e736d48f82a16b68759957c5653e01?s=96&d=mm&r=g\",\"caption\":\"Lennart DeTaeye\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Document Generation from Microsoft Dynamics CRM","description":"Net IT has developed a Document Generation add-on for Microsoft Dynamics CRM to quickly and efficiently generate documents based on CRM data","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/alistar.net\/en\/blog\/document-generation-with-microsoft-dynamics-crm\/","og_locale":"en_US","og_type":"article","og_title":"Document Generation vanuit Microsoft Dynamics CRM","og_description":"Net IT heeft een Document Generation add-on ontwikkeld voor Microsoft Dynamics CRM om snel en effici\u00ebnt documenten te genereren op basis van CRM gegevens","og_url":"https:\/\/alistar.net\/en\/blog\/document-generation-with-microsoft-dynamics-crm\/","og_site_name":"Alistar","article_published_time":"2015-05-12T22:00:00+00:00","article_modified_time":"2026-10-02T13:59:36+00:00","author":"Lennart DeTaeye","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Lennart DeTaeye","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/alistar.net\/en\/blog\/document-generation-met-microsoft-dynamics-crm\/#article","isPartOf":{"@id":"https:\/\/alistar.net\/en\/blog\/document-generation-met-microsoft-dynamics-crm\/"},"author":{"name":"Lennart DeTaeye","@id":"https:\/\/alistar.net\/en\/#\/schema\/person\/17df389a6198db9a24f0240c20adc81f"},"headline":"Document Generation met Microsoft Dynamics CRM","datePublished":"2015-05-12T22:00:00+00:00","dateModified":"2026-10-02T13:59:36+00:00","mainEntityOfPage":{"@id":"https:\/\/alistar.net\/en\/blog\/document-generation-met-microsoft-dynamics-crm\/"},"wordCount":160,"publisher":{"@id":"https:\/\/alistar.net\/en\/#organization"},"image":{"@id":"https:\/\/alistar.net\/en\/blog\/document-generation-met-microsoft-dynamics-crm\/#primaryimage"},"thumbnailUrl":"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/netit_docgen_infograph.webp","keywords":["Net-IT"],"articleSection":["Blog NL"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/alistar.net\/en\/blog\/document-generation-met-microsoft-dynamics-crm\/","url":"https:\/\/alistar.net\/en\/blog\/document-generation-met-microsoft-dynamics-crm\/","name":"Document Generation from Microsoft Dynamics CRM","isPartOf":{"@id":"https:\/\/alistar.net\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/alistar.net\/en\/blog\/document-generation-met-microsoft-dynamics-crm\/#primaryimage"},"image":{"@id":"https:\/\/alistar.net\/en\/blog\/document-generation-met-microsoft-dynamics-crm\/#primaryimage"},"thumbnailUrl":"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/netit_docgen_infograph.webp","datePublished":"2015-05-12T22:00:00+00:00","dateModified":"2026-10-02T13:59:36+00:00","description":"Net IT has developed a Document Generation add-on for Microsoft Dynamics CRM to quickly and efficiently generate documents based on CRM data","breadcrumb":{"@id":"https:\/\/alistar.net\/en\/blog\/document-generation-met-microsoft-dynamics-crm\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/alistar.net\/en\/blog\/document-generation-met-microsoft-dynamics-crm\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/alistar.net\/en\/blog\/document-generation-met-microsoft-dynamics-crm\/#primaryimage","url":"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/netit_docgen_infograph.webp","contentUrl":"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/netit_docgen_infograph.webp"},{"@type":"BreadcrumbList","@id":"https:\/\/alistar.net\/en\/blog\/document-generation-met-microsoft-dynamics-crm\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/alistar.net\/"},{"@type":"ListItem","position":2,"name":"Document Generation met Microsoft Dynamics CRM"}]},{"@type":"WebSite","@id":"https:\/\/alistar.net\/en\/#website","url":"https:\/\/alistar.net\/en\/","name":"Alistar","description":"","publisher":{"@id":"https:\/\/alistar.net\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/alistar.net\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/alistar.net\/en\/#organization","name":"Alistar","url":"https:\/\/alistar.net\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/alistar.net\/en\/#\/schema\/logo\/image\/","url":"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/favicon-new.svg","contentUrl":"https:\/\/alistar.net\/wp-content\/uploads\/2025\/07\/favicon-new.svg","width":260,"height":260,"caption":"Alistar"},"image":{"@id":"https:\/\/alistar.net\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.linkedin.com\/company\/alistar\/"]},{"@type":"Person","@id":"https:\/\/alistar.net\/en\/#\/schema\/person\/17df389a6198db9a24f0240c20adc81f","name":"Lennart DeTaeye","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/da415f7e0e8dbd363464d827d0032e7d74e736d48f82a16b68759957c5653e01?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/da415f7e0e8dbd363464d827d0032e7d74e736d48f82a16b68759957c5653e01?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/da415f7e0e8dbd363464d827d0032e7d74e736d48f82a16b68759957c5653e01?s=96&d=mm&r=g","caption":"Lennart DeTaeye"}}]}},"_links":{"self":[{"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/posts\/17970","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/comments?post=17970"}],"version-history":[{"count":4,"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/posts\/17970\/revisions"}],"predecessor-version":[{"id":76124,"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/posts\/17970\/revisions\/76124"}],"wp:attachment":[{"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/media?parent=17970"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/categories?post=17970"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/tags?post=17970"},{"taxonomy":"industrie-type","embeddable":true,"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/industrie-type?post=17970"},{"taxonomy":"interesses","embeddable":true,"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/interesses?post=17970"},{"taxonomy":"techologie","embeddable":true,"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/techologie?post=17970"},{"taxonomy":"alistar_language","embeddable":true,"href":"https:\/\/alistar.net\/en\/wp-json\/wp\/v2\/alistar_language?post=17970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}