I installed Document Core Pack in my solution and started merging fields like a king 👑

Inside the Word template, I easily found my table and fields and merged them into the document. After saving the template, I went back to Dynamics CRM.

Using it was incredibly simple. On the table I worked with in Dynamics, I could just click a button to open the Document Core Pack dialog. From there,

I previewed the document and immediately saw the results.

The next step is even better: now I can create a Power Automate flow that automatically sends the document to the customer who submitted the application.

I also have to say — the support team behind Document Core Pack is absolutely amazing. Thank you for guiding me along the way and making the experience so smooth!