Loading...

How We Use DocumentsCorePack at P2 Automation

How We Use DocumentsCorePack at P2 Automation

Discover how P2 Automation optimizes their business processes by leveraging DocumentsCorePack, as outlined in this informative post. The company generates multiple documents using Microsoft Word, with each file beginning as a template in their CRM system. These documents contain various fields, follow a strict naming convention, and are stored on SharePoint, necessitating an efficient way for P2 Automation to maintain and manage them.

By streamlining the document creation process with the help of DocumentsCorePack and related tools, P2 Automation has been able to improve their document management workflow, increase productivity, and reduce errors. This post provides insights into the benefits of implementing these tools and the impact on the overall efficiency of a business process.

If document management is a critical component of your business needs, consider taking a look at how P2 Automation transformed their process with DocumentsCorePack. The post How We Use DocumentsCorePack at P2 Automation originally appeared on CRM Software Blog | Dynamics 365.

Published on:

Learn more
Microsoft Dynamics 365 | Partners | Pricing & Cost | Dynamics CRM
Microsoft Dynamics 365 | Partners | Pricing & Cost | Dynamics CRM

Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

Share post:

Related posts

Generate Document From Word Template and Send As Email Attachment Using Cloud Flow

This tutorial provides a step-by-step guide on how to use Cloud Flow to generate a document from a Word template and send it as an email attac...

2 years ago

Customized Word Template in CRM based on selected records

In this informative blog post, you'll learn how to create customized Word templates in CRM based on selected records. The ability to generate ...

1 year ago

File storage and document management solution for Dynamics 365 CRM

This video delves into an efficient file storage and document management solution tailored for Dynamics 365 CRM. In today's fast-paced busines...

1 year ago

Best Document Management Solutions for SharePoint

If you're looking for the ideal document management system for your enterprise, this post has you covered. It compares various solutions that ...

1 year ago

Storage and Document Management App for Dynamics 365 CRM and Dataverse #msdyn365 #sharepoint

This video showcases an innovative app designed specifically for Dynamics 365 CRM and Dataverse. The app is centered around streamlined docume...

2 years ago

Integrate Microsoft Dynamics 365 Customer Engagement and SharePoint with smart document management and Security Model sync!

Microsoft Dynamics 365 Customer Engagement and SharePoint are two powerful tools that when used together can provide organizations with additi...

2 years ago

SharePoint Document Management with Automated Versioning

This video provides insights on how to enhance your SharePoint document management using automated versioning. Efficient management of documen...

2 years ago

Synchronize Dynamics 365 CRM Security Model in SharePoint along with a modern document management system!

Microsoft Dynamics 365 CRM is a powerful tool used to manage customer relationships, while SharePoint offers advanced document management capa...

2 years ago

How to extend the Document Automation Toolkit solution

This video tutorial provides a guide on how to extend the Document Automation Toolkit solution. The Document Automation Toolkit is a platform ...

3 years ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy