Resource Library
Explore practical guides, case studies, and tools to help you save time, cut costs, and get more from your Dynamics 365 enviorment.
Guides and Whitepapers
DocumentsCorePack
Explore how organizations are cutting document chaos in Dynamics 365—replacing manual edits, email approvals, and broken templates with one-click automation that saves hours every week.
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AttachmentExtractor
Discover how technical teams are cutting Dynamics 365 storage costs—achieving up to 200% ROI with flat-rate pricing and zero disruption to end users, all without custom scripts or data deletion.
Case Studies
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How congruentX delivered scalable success for ExcelHealth Group
Discover how CongruentX streamlined Dynamics 365 document generation and improved efficiency by implementing DocumentsCorePack. See how they reduced manual processes, enhanced accuracy, and empowered their team to deliver faster results.
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How Lee Company Reduced Dynamics 365 Storage Costs by 90%
Lee Company was facing runaway Dynamics 365 storage costs—projected to exceed $100K annually—due to rapid data growth from emails and attachments. With AttachmentExtractor, they seamlessly offloaded over 200GB of data and eliminated overage fees.
Featured Blog Posts
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Webinars
AttachmentExtractor Webinar
Discover how AttachmentExtractor cuts storage costs in Dynamics 365 by automatically moving files to cheaper storage, boosting performance without disrupting access.
DocumentsCorePack Webinar
Learn how to eliminate manual document tasks in Dynamics 365 with DocumentsCorePack. This session shows how to design templates, automate workflows, and integrate e-signatures to save time and reduce errors.