Welcome to Docentric CE
Docentric CE is a document generation and automation solution for Microsoft Dynamics 365 and Power Platform. It empowers organizations to generate and distribute professional business documents such as invoices, quotes, contracts, work orders, and NDAs directly from their Dataverse data.
With Docentric CE, you configure Document Templates, define Data Models that specify what data merges into your Templates, and run Document Flows to generate, and distribute documents. Generated documents can be downloaded or distributed via email, or sent to Power Automate flows.
If you already have Docentric CE installed, open it by choosing Docentric CE in the app picker in your Power Platform environment. Otherwise, learn how to get started below.
Get started with Docentric CE
Install Docentric CE, configure security roles, and run your first document flow.
| To | Learn more |
|---|---|
| Assign security roles to users | Assign Docentric CE security roles to users |
| Run your first document flow | Quick start |
Set up Documents
Configure Document Setups by defining Data Models and managing Templates for your business documents.
| To | Learn more |
|---|---|
| Understand Document Setup concepts | Document Setup overview |
| Create and configure a Document Setup | Configure Document Setup |
| Define a Data Model for your documents | Set up Data Model |
| Add and manage Document Templates | Set up Templates |
| Move configurations between environments | Migrate document configurations between environments |
Design Templates
Use Docentric Template designer for Microsoft Word and Excel to create professional Document Templates.
| To | Learn more |
|---|---|
| Learn about template design | Word Template designer |
Run Documents
Generate documents by running document flows from your Dynamics 365 or Power Platform apps.
| To | Learn more |
|---|---|
| Understand the document generation process | Document flow overview |
| Run a Document Flow for a record | Run Document Flow |
| Select templates and files for generation | Select templates and files |
| Configure document generation options | Document generation |
| Set up delivery options | Delivery |
| Review Document Flow results | Summary |
| Generate a Data Source Package for template design | Generate Data Source from Document Setup |
Use Power Automate flows to automate documents
Integrate Docentric CE with Power Automate to fully automate document generation and distribution.
| To | Learn more |
|---|---|
| Automate documents with Power Automate | Docentric CE Tools for Power Automate |
Configure settings
Manage global settings, fonts, diagnostics, storage, languages, and licensing.
| To | Learn more |
|---|---|
| Configure Docentric CE settings | Configure settings |
| Manage template fonts | Template fonts |
| Enable diagnostics and logging | Diagnostics |
| Configure storage options | Storage |
| Manage document languages | Languages |
| Activate and manage license | License |