CRM-Word-Interface for Microsoft Dynamics 365
Create complete Word documents directly from Dynamics 365 – this is the motto!
With pre-entered templates, the CRM-Word-Interface provides f.i. a finished quotation
Your benefits
- Generate your correspondence comfortably from Microsoft Dynamics 365
- Usable for any – also user-defined – entity
- Create individual Word templates
- Based on the Dynamics 365 rights concept
- Usable in Online as well as On-Premises Environments
Fast results
After entering all relevant data in Dynamics 365, the Word-Interface dialog appears at the touch of a button.
Now, select one of your pre-defined templates, corresponding to your desires.
Your finished documents directly displays in Microsoft Word.
With the integrated Word Upload function you can easily attach the finished document to Microsoft Dynamics 365 as note or letter or store it directly on the SharePoint.
| Download | Größe | Datum | Version |
|---|---|---|---|
 Importable solution | 2,32 MB | 2022-11-17 | 9.3.3 |
| CRM-Word-Uploadbutton - German Microsoft Word 64-Bit AddIn Microsoft Word 32-Bit AddIn - English Microsoft Word 64-Bit AddIn Microsoft Word 32-Bit AddIn | 5,60 MB | 2024-07-26 | 9.2.0 |
 Installation- and configuration-manual | 1,76 MB | 2017-03-17 | 8.1.0 |
| Word-Interface usermanual | 2,03 MB | 2019-07-08 | 9.1.0 |
| SDK | 218 KB | 2022-05-17 | 9.2.0 |
| Word-Upload-Button usermanual | 1,25 MB | 2024-02-13 | 9.1.12 |
Standard
per organization
€
27,90
monthly
-
Creation of Word documents from Dynamics
-
1 custom template per entity
*plus VAT / Minimum term of 12 months, annually extension, period of notice of 3 months from end
Enterprise
per organization
€
55,86
monthly
-
Creation of Word documents from Dynamics
-
Unlimited custom templates for each entity
*plus VAT / Minimum term of 12 months, annually extension, period of notice of 3 months from end
Purchasing a trial license is possible at any time. For this, you can request a license after importing the solution.
| Version | Release date | Features | Bugfixes |
|---|---|---|---|
| 9.3.3 | 2022-11-17 | Sitemap customization (Advanced Settings) | Fixed error on output of record GUIDs in associated records |
| 9.3.2 | 2022-10-19 | - Embedding of documents from notes - Support of the Microsoft preview function | Fixed issue with the application of the logging settings |
| 9.3.1 | 2022-08-11 | - Output of localized fields (product name, product properties) - Support of "Multi Select OptionSet"-fields | - Fixed error in the template explorer when using special characters in file names - Solved issue with file name handover to the Word Upload Button |
| 9.3.0 | 2021-10-11 | - Saving of documents to custom entities - Use of conditions in advanced properties | |
| 9.2.1 | 2021-06-21 | New Icons | Error fixed for configuration changes |
| 9.2.0 | 2021-01-18 | Create documents based on more than one record | |
| 9.1.3 | 2019-11-29 | Compatibility with Unified Interface | |
| 9.1.1 | 2019-11-07 | Support for version 9.1.0.9033 | |
| 9.1.0 | 2019-02-04 | - Creation of password protected PDF-files - During the upload as e-mail attachment a custom action can be executed to fill in additional fields in the e-mail-record - The document type (.docx or .pdf) can be predfined in the template record - no changes are possible in the template explorer - New icons in template explorer | - Alias-values will be extended with a random GUID to prevent duplicates - Display of error messages in the template explorer |
| 9.0.1 | 2018-09-10 | Added compatibility for the latest Dynamics 365 online update(Version 9.0.1) | |
| 9.0.0 | 2018-03-23 | Support for Microsoft Dynamics 365 Customer Engagement (Version 9.x) |
