Docentric CE
Document Automation for Dynamics 365 and Power Platform
Automate quotes, orders, invoices, and all other business documents in your Dynamics 365 and Power Platform apps.
Why Built-In Dynamics 365 Document Tools Reach Their Limits
Word templates are too limited, while SSRS is painful
Pulling data from multiple related tables is difficult or impossible
Document distribution is limited or manual
Conditional content is hard to implement
Too many template variants per language or scenario
Preview is slow or disconnected from design
Ownership shifts from business users to IT
Docentric CE addresses these gaps without introducing new architectural risks or allowing data to leave your environment.
What Docentric CE Does Differently
Docentric CE puts document ownership back in the hands of business users - from data source configuration and template design to document generation and distribution.
Design Templates in Microsoft Word - Offline
No Dynamics 365 connection needed
No browsing Dataverse tables
Built-in multilingual support - one template for all languages
Data-driven formatting (colors, styles, visibility)
Conditional content - show or hide based on data
Repeating sections, hierarchical lists, and groupings
Barcodes, QR codes, and images
Sub-documents - embed reusable content like terms and conditions
Live Preview While Designing Templates
See the final document while designing the template
Preview uses real record data from Dynamics 365
Preview works without connecting to Dynamics 365
Configure Document Data Sources in Dynamics 365
Build data sources visually - no code required
Add related tables, expose only relevant fields
Define a data source once, use it across multiple templates
Easy-to-understand hierarchical data - not raw Dataverse tables
Generate and Distribute Documents From Dynamics 365
In-app document preview before distribution
Download documents
Save generated documents as record notes
Email documents
Distribute Word and PDF documents
Power Automate flows for custom distribution and integrations (e.g., digital signatures)
Architecture & Governance
Runs 100% inside Dataverse - no external services
Your data never leaves your tenant
Built-in security roles for administrators, makers, and users
Deploy from Microsoft Marketplace
Who Benefits From Docentric CE
Business Users
Own your documents
Create and change documents without developers
Update templates in minutes, not days
Fewer templates to maintain
IT and Architects
Nothing new to manage
No external infrastructure or dependencies
Ready-to-use security model
Easy upgrades and governance
Organizations
Save time and money
Lower long-term maintenance cost
Faster document delivery
Get consistent, professional documents
Is Docentric CE Right for You?
Good fit if you
Good fit if you:
Outgrew Word templates or SSRS features
Want business users to own documents
Need multilingual documents without maintaining separate templates
Require document data to stay inside your Dataverse environment
Probably not for you
Probably not if you:
Can afford manual document generation
Only need basic document layouts
Have no complex distribution or automation needs
Frequently Asked Questions About Docentric CE
Yes. Start a free 30-day trial with full access to all features.
Install directly from Microsoft Marketplace - minimal technical setup required. Start designing templates immediately.
No specific technical skills are required. Most users create templates within a few hours. If you know Microsoft Word, you're already halfway there. Our documentation and training materials cover everything else.
Docentric CE runs entirely in your Dataverse environment. Document generation and distribution happen inside your tenant. No external API calls or data transfer to third-party servers.
Docentric CE works with Dynamics 365 Sales, Customer Service, Field Service, and Project Operations, as well as any custom model-driven app built on Dataverse. If your app runs on Dataverse, Docentric CE can generate documents from it.
You design one template and use labels instead of static text. At generation time, the language is selected and labels are replaced with the corresponding translations. No need to create or maintain separate templates per language.
Yes. Use Docentric CE actions in Power Automate flows to generate and distribute documents automatically - triggered by record creation, status changes, scheduled jobs, or any other flow trigger.
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Same family, different products. Docentric AX is developed for Dynamics 365 Finance and Operations. Docentric CE is purpose-built for Dynamics 365 apps that run on Power Platform. If you have experience in designing templates in Docentric AX, you already know how to do it in Docentric CE. There is nothing new to learn.
