MSCRM

Automate Documents in Dynamics 365

Create, manage, and store business documents seamlessly within Dynamics 365 and the Power Platform.

DocumentsCorePack and AttachmentExtractor automate document generation and optimize storage management in Dynamics 365. Generate professional documents instantly while reducing manual work and simplifying file access. By moving attachments to cost-efficient storage, businesses improve efficiency and lower system costs without disrupting workflows.

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Is Manual Document Management

Slowing You Down?

Manual document creation and unmanaged attachments can quickly overwhelm your Dynamics 365 environment. Without automation, teams spend valuable time generating documents, managing files, and dealing with growing storage costs instead of focusing on strategic work.

Manual document creation

Creating business documents manually from CRM data wastes time and increases the risk of errors and inconsistent formatting.

Disorganized file storage

When attachments and documents are scattered across systems, it becomes difficult to track files, maintain history, and ensure easy access.

Rising storage costs

Storing large volumes of attachments directly in Dataverse quickly consumes capacity and increases Dynamics 365 storage expenses.

Inefficient workflows

Without automated document generation and storage management, teams rely on slow manual processes that limit productivity.

Upgrade Your Dynamics 365 Document Management

Automate document generation and simplify attachment storage directly within Dynamics 365 and the Power Platform. DocumentsCorePack and AttachmentExtractor eliminate manual document tasks while keeping files organized and accessible. The result is faster workflows, lower storage costs, and a more efficient document management process.

Automated Document Creation

Generate professional documents instantly using CRM data, eliminating repetitive manual work.

Optimized Storage Management

Move attachments from Dataverse to cost-efficient external storage while keeping them fully accessible.

Faster Business Workflows

Automate document processes and reduce delays across sales, service, and operations.

What Makes These Tools Powerful?

Automated document generation

Create quotes, invoices, contracts, and reports directly from Dynamics 365 with no manual effort.

Flexible template design

Build fully customizable document templates with branding, styling, and dynamic content logic.

Seamless system integration

Works natively with Dynamics 365, Dataverse, and Power Platform for a smooth user experience.

Smart attachment extraction

Automatically move attachments from Dataverse to external storage without breaking access links.

Reduced storage costs

Lower your Dynamics 365 storage usage by offloading large files to cost-efficient platforms.

Automated distribution

Send documents via email, SharePoint, or external storage instantly as part of your workflows.

Fully Integrated Document Automation

DocumentsCorePack and AttachmentExtractor work directly within Dynamics 365 and the Power Platform, allowing teams to generate documents and manage attachments without leaving their environment. Automatically create, store, and access documents while keeping everything connected to your data. With native integration and automated workflows, you can simplify document processes without disrupting how your teams already work.

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Built for Document-Driven Teams

DocumentsCorePack and AttachmentExtractor are designed for organizations that rely on high volumes of documents and attachments within Dynamics 365. Whether you're generating contracts, invoices, or managing large file storage, these tools help teams stay efficient, organized, and in control.

Sales teams generating quotes and proposals

Finance teams managing invoices and reports

Customer service teams handling case documents

Operations teams working with high document volumes

Organizations with growing Dataverse storage needs

Teams using SharePoint or Azure for file storage

Companies looking to reduce manual document handling

Why Partner With Integrato?

Proven experience in document automation solutions.

Quick deployment with minimal disruption.

Built around your processes and needs.

Continuous optimization and guidance.

Helping businesses improve efficiency and reduce costs.

Stop Managing Documents Manually.

Start Working Smarter.

Discover how DocumentsCorePack and AttachmentExtractor streamline document generation and reduce storage costs in Dynamics 365.