What you can generate, table by table
One engine, one price, any table. Each page below is a specific document from a specific Dynamics 365 or Dataverse record: the steps, the tokens the template uses, the questions people ask, and a free starter template where we have built one.
Dynamics 365 Sales
quote · quotedetail · free template
Generate a quote from Dynamics 365 Sales
Turn a Dynamics 365 quote and its products into a branded Word or PDF document with one button on the record. Line items repeat, discount and freight lines hide when zero. Free starter template included.
invoice · invoicedetail · free template
Generate an invoice from Dynamics 365 Sales
Create a branded invoice PDF from the Dynamics 365 invoice table and its products, from a button on the record or a Power Automate flow. Line items, tax, due date and amount due filled in. Free starter template.
salesorder · salesorderdetail · free template
Generate an order confirmation from Dynamics 365 Sales
Generate an order confirmation with ship-to, bill-to, items, requested delivery date and shipping method from the Dynamics 365 order table. One button on the record or a flow on order creation. Free template.
opportunity · opportunityproduct · free template
Generate a proposal from a Dynamics 365 opportunity
Build a proposal document from the Dynamics 365 opportunity: account, contact, description, products, estimated value and close date, with optional sections that appear only when the fields are filled. Inside your tenant, no credits.
account · contact · free template
Generate a PowerPoint account review from Dynamics 365
Build a five-slide PowerPoint account review from the account record: snapshot, key contacts, open opportunities with a pipeline total, next steps. Table rows repeat per contact and opportunity. Free template.
account · invoice · free template
Generate a statement of account from Dynamics 365
Generate a statement listing every open invoice for an account, with invoice numbers, dates, due dates, amounts and a total outstanding, from the account record or for all accounts in a view at month end.
salesorder · salesorderdetail · free template
Generate a delivery note or packing slip from Dynamics 365
Generate a delivery note or packing slip from the Dynamics 365 order: ship-to address, order number, items and quantities without prices, ready to print for the warehouse. From the record or automatically on fulfilment.
Service
incident · contact · free template
Generate a case summary from Dynamics 365 Customer Service
Generate a case summary from the Dynamics 365 case record: customer, contact, priority, SLA dates, description and the timeline activities in a table. For customer updates, escalations and handovers. Free template.
msdyn_workorder · msdyn_workorderproduct · free template
Generate a work order report from Dynamics 365 Field Service
Generate a work order report from Dynamics 365 Field Service: service account, work order type, status, service tasks with completion, products used, and the summary. Attach it to the work order or email it when the booking completes.
Any Dataverse table
account · contact
Generate a contract from Dataverse
Produce a contract or agreement in Word or PDF from any Dataverse table: party details, dates and amounts filled from the record, clauses included or excluded by field values, PDF/A output for archiving. Rendered inside your tenant.
contact · account
Generate a letter from a Dataverse contact
Write one Word template, generate a personalised letter for any contact from a button on the form, or for every contact in a view at once. Dates and salutations filled in, PDF optional, rendered inside your tenant.
contact · your own enrolment or inspection table
Generate a certificate from Dataverse
Produce certificates of completion, inspection or membership as PDF from a Dataverse record: name, date, reference number and a QR code that links back to the record. Bulk-generate for a class or a period.
any table
Generate a PDF from a model-driven app form with one button
Put a Generate document button on any Dataverse table's form. Users pick a template and get a Word file or a PDF attached to the record's timeline. No Power Automate, no premium connector, no per-document charge.
any table
Generate documents in bulk from a Dataverse view
Select up to 100 records in any Dataverse view and generate a document for each one, attached to each record's timeline. For larger runs, vdocs_TemplateBatch in a flow returns a chunk of rows as one zip or one merged PDF. Renewals, statements, letters and certificates at month end, inside your tenant.
Power Automate
opportunity · any table via List rows · free template
Generate an Excel report from Dataverse with Power Automate
Fill a formatted Excel template from a Power Automate List rows step: one row per record, styles and formulas preserved, totals that still compute. No Excel Online connector, no table-in-a-workbook workaround. Free template.
any table
Generate a document and email it with Power Automate
A three-step flow: trigger on the record, call one Dataverse action to render the template as PDF, attach base64ToBinary of the output to an Outlook email. No third-party connector, no OneDrive conversion step, no credits.
Not on the list? It is still one template.
VerseDocs binds to any Dataverse table, standard or custom, and any relationship you can write as FetchXML. If your document is not here, the letter and case summary pages show the pattern, and the template playground lets you test the tokens before you install anything.