Install Docentric CE
Start your free trial and generate your first document in minutes.
Install Docentric CE
Install Docentric CE in your Microsoft Dataverse environment from Microsoft Marketplace.
GO TO MARKETPLACEInstall Template Designer
Download and install Template Designer on a Windows machine with Microsoft Word installed.
Download Template DesignerCreate Your First Template
Use Microsoft Word to create or modify your document template.
Learn about template designerGenerate Your First Document
Generate your first quote, order, confirmation, contract, proposal, or any other business document directly from Dynamics 365.
Frequently Asked Questions About Installation
Your free trial lasts 30 days and includes full access to Docentric CE features.
Docentric CE runs entirely inside your Microsoft Dataverse environment. Your data stays within your tenant.
No. Template Designer is only needed for users who create or modify document templates.
Template Designer is Microsoft Word plus the Docentric add-in for Word, used to create and modify document templates. You need to install the add-in on a Windows machine with Microsoft Word installed.
Most users can install Docentric CE, configure it, and generate their first document in under an hour.
Not directly. Docentric templates use a different structure, but existing Word templates can be easily transformed into Docentric templates.
Docentric CE works with any Dynamics 365 or Power Platform application, including Sales, Customer Service, Field Service, Project Operations, and custom model-driven apps.