PowerDoc – Document Automation for Microsoft 365
✦ Powered by Microsoft AI & Power Platform

Generate Word documents
with one click

PowerDoc turns your Dynamics 365 data into professional documents — contracts, quotes, labels, reports — fully automated inside your own Microsoft environment.

No credit card required Full feature access Data stays in your tenant No Word add-ins

Built on the Microsoft stack you already use

Dynamics 365
+
Power Automate
+
S SharePoint
=
PowerDoc AI PowerDoc AI

Watch how it works

From a single click in Dynamics 365 to a professionally generated, signed and filed document — in seconds.

Full PowerDoc process — from record to document in under 30 seconds

Quick Create — generate a document directly from the Dynamics 365 timeline

See what PowerDoc can do for you

Practical tools for real business processes — built by consultants who use Dynamics 365 every day.

Security by design

All processing runs inside your own Azure tenant. No data ever leaves your environment — fully compliant and GDPR-ready.

One-click document creation

Generate contracts, quotes, reports and labels directly from any Dynamics 365 record. No copy-pasting, no manual formatting.

Auto-save to SharePoint

Every generated document is automatically stored in SharePoint with the right permissions — visible in the Dynamics 365 timeline.

Power Automate native

Trigger document creation from any flow, form or external system. Deep integration with the entire Microsoft 365 ecosystem.

Unlimited document volume

Process 10 or 100,000 documents with identical performance. No per-document fees, no caps, no surprises.

Multi-language templates

Build templates in any language and auto-select based on contact or company settings. One setup, global reach.

Digital signing built in

Send documents for electronic signature without leaving Dynamics 365. Track status and archive signed copies automatically.

Labels, QR codes & PDFs

Generate event labels, QR RSVP codes, product sheets and PDFs from the same familiar template system.

Zero installation required

No Word add-ins, no external servers, no template designer licence. Install once via a managed solution and you're done.

From record to document in 3 steps

No training needed. No complicated setup. Just open a record and go.

1

Open a record

Start from any Dynamics 365 record — contact, opportunity, order or a custom entity.

2

Select a template

Pick the document template (contract, quote, report…). PowerDoc fills it with your CRM data automatically.

3

Done — it's filed

The document appears in the timeline, saved to SharePoint. Ready to email, sign or download as PDF.

Created by CRM consultants who were frustrated with the alternatives

In Dynamics 365 and Power Apps, handling documents has always required too many steps — or an expensive add-on with external servers, GDPR concerns and heavy installation requirements.

"You can buy add-ons like DocumentsCorePack or DOX42, but they are expensive and sometimes lack user experience — or have security concerns because data is sent to an external server."

PowerDoc was built from scratch using only native Microsoft Power Platform components: no external servers, no Word add-ins, no per-designer licences. Just a better experience, inside your own tenant.

Read the full story →

Already using another document tool?

Switching to PowerDoc is straightforward. We support migration from existing solutions and help you convert templates so nothing gets lost.

  • Migration assistance included in onboarding
  • Template conversion support
  • No data loss
  • Dedicated support during transition
Ask about migration

Request a demo or start your free trial

Tell us a bit about your situation and we'll set up a personal demo or get your trial environment ready — usually within one business day.

Response time
Within 1 business day
Privacy
Your data is never shared or sold

Send us a message

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