DocumentsCorePack Template Designer
by mscrm-addons.com ( PTM EDV Systeme )
Design professional, data-driven templates in Word for automated document generation in Dynamics 365
Create smart, professional document templates in minutes - directly in Microsoft Word!
The DocumentsCorePackTemplate Designer brings professional template creation and management directly into Microsoft Word. Built for Microsoft Dynamics 365 and Power Platform, this Word add-in allows users to create, edit, and preview templates with real Dataverse data - no code required.
Whether you're designing quotes, invoices, reports, or contracts, Template Designer speeds up the process and ensures consistency across your organization. Simply connect to your Dataverse environment, drag and drop fields from your Dynamics 365 data into your document, and enjoy full formatting flexibility using native Word features.
- No-code template creation: Use your existing Word skills to build smart templates with dynamic fields, tables, conditions, and logic
- Live preview: See how documents will look using real data from your Dynamics 365 environment
- Boost productivity: Standardize business documents and automate repetitive processes across your organization
- Seamless integration: Works with Dynamics 365 CE, Power Automate, Power Apps, Power Pages and CoPilot
Fits any industry and department - perfect for business users, admins, and solution architects who want to streamline document processes and save time.
App capabilities
- Can read and make changes to your document
- Can send data over the Internet