PTM EDV Systems

Mscrm Addons provides professional, automated solutions for managing documents and attachments within Microsoft Dynamics 365 and Power Platform. With robust offerings like DocumentsCorePack and AttachmentExtractor, the company streamlines document creation, delivery, and storage to significantly optimise everyday business operations. The products integrate deeply with Dynamics 365, Power Automate, and Dataverse, supporting seamless workflows and various industry requirements.

DocumentsCorePack enables user-friendly Word template design, batch and personalised document generation, automated delivery, and e-signature integration, empowering organisations to enhance customer journeys while maintaining compliance. AttachmentExtractor automatically transfers email and note attachments from Dataverse to cost-effective storage such as SharePoint or Azure Blob, delivering savings of up to 80% on data capacity. Smart scheduling and selective filtering ensure efficient, secure archiving.

Recognised for its strong partner network and customer support, Mscrm Addons maintains ISO27001 certification and adheres to robust data privacy and compliance standards. Serving over 550 customers with proven capacity reductions and transparent legal safeguards, it delivers scalable productivity for IT managers, compliance officers, legal teams, and Microsoft CRM administrators.