Document Management / Imaging

Document Management isn't the best element of Dynamics CRM 3.0. The document creation / saving process is not exactly what users want. This was even mentioned at the CRM 3.0 Intro meeting in October 2005 by various Certified Partners.

Maybe there is (better) Document Management in version 4.0...

Of course it's possible to create a document (mailmerge) and save it nicely in the database, but the (third party) add-on's handle this process much better.

Dynamics CRM Document Management / Imaging add-on's:

- Document Creation and Management: CRM Elements for Real Estate (Sonoma Partners)

- WordMailMerge for MS CRM 3 (MSCRM Add-On's)

- ImageNow for Microsoft Dynamics (ImageNow)

- CardScan for Microsoft CRM (CardScan)

- Microsoft Dynamics Snap (Microsoft)

and of course, there is also SharePoint by Microsoft.

I've seen some nice screenshot by Arash Ghanaie-Sichanie how this process can be in CRM