The integration capabilities of ActiveDocs Opus allow the complete document creation scenario to be performed from within Microsoft Dynamics CRM. With a simple Microsoft Dynamics CRM setup, a user can click a button to create a document - for example, a sales proposal - using the ActiveDocs Opus document creation wizard. The document is created, the data is pulled into the document or entered by the user, then the document is passed seamlessly back to Microsoft Dynamics CRM. More than simply merging data into a document, the template can contain business logic controlling the required content. Got a customer from California? The relevant clause can be included automatically. ActiveDocs Opus users can set up and produce a variety of documents using the same Microsoft Dynamics CRM information without further IT involvement.
ActiveDocs Opus Integration allows document creation from Microsoft Dynamics CRM and document storage into Microsoft Dynamics CRM in any combination. An end-to-end solution utilises the simple steps shown in the Sales Proposal example below:
To invoke Document Creation, the user clicks the Create Proposal custom button.
The ActiveDocs Opus Document Wizard will be displayed if additional user input is required. Otherwise the document will be created without a need for user interaction and all the required data will be populated from the relevant Opportunity and Account.
The completed document can be passed to and stored in Microsoft Dynamics CRM or another document repository or management system, and the user is returned to the Microsoft Dynamics CRM window.