Every Dynamics consultant knows it: the out-of-the-box document generation capabilities in Dynamics or Power Apps are far from ideal.

To truly meet business needs, a third-party solution is almost always required—especially in the following scenarios:

  • Document templates change regularly
  • Conditional logic is needed within templates
  • Fields need frequent formatting (e.g., dates, times)
  • Data from related tables must be displayed easily

I’ve compared several third-party tools that I found suitable for use with Dynamics and/or Power Automate. This is not an exhaustive list, and I welcome your input—if you’re using another tool that should be included, feel free to let me know and I’ll consider adding it. Please note: this comparison table is intended as a general overview and may not always be fully up to date or comprehensive.

Evaluation Criteria

Each tool was reviewed based on the following:

  • GDPR compliance – Availability of a European server
  • Template building – Whether templates can be created in Word (via add-in) or require an online editor
  • Dynamics integration – Whether document generation can be triggered from a standard button in Dynamics (or a model-driven app)
  • Power Automate support – Availability of prebuilt actions for Power Automate (otherwise, an API may be used)
  • API access – Whether a public API is available for document generation

Comparison results

Summary of Strengths by Tool

  • DocumentsCorePack – Great value if you have many users generating lots of documents
  • DocuMint – User-friendly editor, straightforward pricing, includes a free plan
  • Dox42 – Offers on-premise deployment options
  • DynamicsDocs – Ideal if you have only one or two templates but high output volume. Template creation is in LaTeX
  • ExpertLogix – Steep learning curve, but extremely flexible. Also includes “Smart Flows” for automatic storage in SharePoint or sending via Dynamics or e-signature solutions
  • PlumSail – Affordable and customer-friendly. Best for companies with simpler needs. Only accessible via Power Automate, not directly from the Dynamics interface

Elowy Groot
elowy@powerpro.nl

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