PowerDoc turns your Dynamics 365 data into professional documents — contracts, quotes, labels, reports — fully automated inside your own Microsoft environment.
Built on the Microsoft stack you already use
PowerDoc AI
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
Practical tools for real business processes — built by consultants who use Dynamics 365 every day.
All processing runs inside your own Azure tenant. No data ever leaves your environment — fully compliant and GDPR-ready.
Generate contracts, quotes, reports and labels directly from any Dynamics 365 record. No copy-pasting, no manual formatting.
Every generated document is automatically stored in SharePoint with the right permissions — visible in the Dynamics 365 timeline.
Trigger document creation from any flow, form or external system. Deep integration with the entire Microsoft 365 ecosystem.
Process 10 or 100,000 documents with identical performance. No per-document fees, no caps, no surprises.
Build templates in any language and auto-select based on contact or company settings. One setup, global reach.
Send documents for electronic signature without leaving Dynamics 365. Track status and archive signed copies automatically.
Generate event labels, QR RSVP codes, product sheets and PDFs from the same familiar template system.
No Word add-ins, no external servers, no template designer licence. Install once via a managed solution and you're done.
No training needed. No complicated setup. Just open a record and go.
Start from any Dynamics 365 record — contact, opportunity, order or a custom entity.
Pick the document template (contract, quote, report…). PowerDoc fills it with your CRM data automatically.
The document appears in the timeline, saved to SharePoint. Ready to email, sign or download as PDF.
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 →Switching to PowerDoc is straightforward. We support migration from existing solutions and help you convert templates so nothing gets lost.
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.