Documents Generation, Delivery & Storage

for Microsoft Dynamics CRM / 365, Portal  & SharePoint

We PDF, attach to Emails, save to Notes, upload to SharePoint, and present documents on CRM Portal for clients to view, download, and pay

 

 Award winning solutions for Dynamics CRM / 365

Dynamics PDF-Docs

Generate documents from Dynamics CRM Word Template. PDF the document, attach to Email, save to Note and upload to SharePoint, with one click in the user interface, and with CRM Workflow.

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Dynamics SharePoint Organizer (SPO)
Upload documents from CRM to SharePoint, with metadata from CRM records. Upload to any Documents Library, save in any folder structure, with one click in the user interface, and with CRM Workflow.

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CRM Portal Store Module
Add Store module to CRM Portal. Allow clients to select from CRM goods and services, add to basket and pay by credit card.

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Dynamics Email to SharePoint
Allow CRM users and users outside of the organization to Email document straight to SharePoint
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