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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.

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