c360 PRODUCTS
c360 Documents Pack for Microsoft Dynamics CRM 4.0
c360 Documents Pack is a Microsoft CRM enhancement that allows organizations to manage documents in a comfortable and structured way.
Documents Pack for Microsoft Dynamics CRM 4.0 offers the following capabilities
Word Mail Merge
Word Mail Merge enables you to create a mail merge using CRM fields/entities, add additional fields to the mail merge, create letter-activity directly from Word and add Word documents directly to CRM entities. Word Mail Merge can resolve any relations and works with custom entities as well as with all standard CRM entities. It’s possible to resolve complex relations and therefore Word Mail Merge provides the opportunity to e.g create quotes, Invoices including data from related records like “other contacts”, accounts, products etc.
Read-Only Users
Word Mail Merge has no limitation on “readonly”- users in CRM 4.0. So they will be enabled to generate documents too
Merge Options
A merge could be started directly out of the web-client This enables users to easy create quotes or invoices as well as mass-mail- documents by choosing a marketing-list Additionally it's possible to start a merge directly out of MS Word.
With the opportunity to select multiple records, you use data from special e.g. contact groups for their mailmerge.
It's possible to use saved views as datasource for the mailmerge
File Explorer Integration
Organize your documents and create relationships between files on your hard disk and CRM entities (accounts, contacts, custom entities etc). You can drag & drop files from your hard disk directly to a CRM entity record.
Click here to see a screenshot
SharePoint Integration
With the opportunity to save generated documents to sharepoint, Word Mail Merge is capable to create a structured Filesystem. The possibility to create subfolders and configure entity-specific foldernames guarantees a compact overview over the created documents and their associations to a CRM record. e.g: it’s possible to save all quotes into a subfolder of the account or associated contact.
With the integration in CRM (see screenshot), documents can easily be found on sharepoint. Furtheron a link to the document is saved into the created activity itself.
Click here to see a screenshot
Email Functionalities
Send PDF FilesWith the possibility to send emails out of MS Word, Word Mail Merge provides an easy and fast solution to create and send newsletters, greeting cards to e.g. members of a marketing list. Integrated Windows Authentication is supported and further it’s possible to add multiple attachments and log email-account information.
Created documents can be send to customers as PDF files. It converts the generated documents and therefore Word Merge provides a powerful option to simplify accounting by handling invoices, quotes, oders.
Offline Capability
There is no limitation on Word Mail Merge when a users goes offline with CRM. All templates are synchronized down on the client and can be used for mailmerge. The generated documents are temporary saved locally and synchronized with the Sharepoint /Windows Explorer when going online again.
Note about evaluating Documents Pack:
Documents Pack download comes with a fully functional 30-day evaluation version. There is no need for separate Evaluation Licenses.
Click here to download Documents Pack
Note:
Click here to learn how to install the Documents Pack licenses
Click here to download the Documents Pack license manager(.pdf)
Documents pack Media Library:
- Documents Pack - Word Mail Merge Screenshot (from CRM)
- Documents Pack - Word Mail Merge Screenshot (from Word)
- Documents Pack -SharePoint Integration Screenshot
- Documents Pack- File Explorer Integration Screenshot - New!
- Documents Pack User Guide - updated!
- Documents Pack Implementation Guide - updated!
- Documents Pack Implementation Guide for CRM Online (Formerly CRM Live) - new!
- Comparison of Documents Pack and CRM Mail Merge - new!