01 Background
AS 24 was migrating its CRM from Salesforce to Microsoft Dynamics. Hundreds of commercial documents, quotes, contracts, fuel card terms, onboarding kits, sat at the centre of how sales reps work every day. The move could not break a single one of them, and every market the brand serves needed its own language version on day one.
02 The brief
Rebuild 300+ document templates inside Dynamics using Document Core Pack, the document automation add-on for Dynamics 365. Cover the 20+ languages AS 24 operates in. Design the field mapping so each document populates itself from the CRM record: contact details, contract terms, pricing, signatures. Sales reps should not have to copy a single field by hand.
03 The solution
A Tech Factory engagement that ran the migration document by document. The team designed the templates in Word with the DCP designer, built the mapping logic against the Dynamics data model, handled every language variant, and ran QA on every generated output. By go-live, the commercial team was generating its full document set from inside the CRM, in the right language, in one click.
On the road
Commercial documents, rebuilt on Dynamics.
Field teams get their hours back. Quotes, contracts and the full client portfolio live in one Dynamics surface — read in a click, on any device.
The pillars
Three pillars, one document factory.
/01
Templates, once and well.
Every commercial document redesigned in Word inside the DCP designer. One master template per document family, every language variant carried by the same source of truth.
/02
Mapping, that holds.
Each placeholder bound to the right Dynamics field: account, contract, pricing tier, signatory. The logic survives template updates and CRM schema changes.
/03
Sales, back to selling.
A document is generated in one click from the customer record, in the right language, ready to send. The hours that used to go into assembly go back to the customer conversation.
Scope of work