Documents, Scan and OCR Plug-in for Dynamics CRM adds extra power to the native CRM Document Management capabilities. Now you can scan and/or compose searchable PDF documents from existing images or PDF files and save as attachments or into entity's document location With easy-to-use interface of the Plug-in, your employees will be able to scan or compose documents right away allowing you to save on training your staff.


OCR (Text recognition)

OCR for more than 50 languages including properties recognition (Zonal OCR)

Barcode recognition

The Add-in supports more than 30 most popular barcode types (Code 128, QR, etc.)

Support for all Dynamics CRM versions

Dynamics CRM Online and "on-premises"
Dynamics CRM 2011/2013/2015/2016

And much more useful features

Document separator sheets

A separator sheet allows the scan application to detect when a new document should be started

Bi-directional links

Open related CRM entities from SharePoint library

Regular and Quick Scan modes

Quick Scan mode allows "one-click" scan

Multiple output formats

PDF, TIFF, JPEG, PNG, BMP and GIF output formats.

All major browsers

Internet Explorer, Microsoft Edge, Chrome and Firefox


Microsoft tested

The Plug-in successfully passed Microsoft tests and found completely compatible with Dynamics CRM Online and on-premises

All types of Windows-compatible scanners

Simple desktop and professional scanners\MFP's with feeders, local-connected (USB) and network-connected (IP) scanners

Best document quality with smallest file size

Advanced compression technologies enabling best document quality with smallest file size

Demo Videos

Document Separator Sheets
Barcode recognition

Buy now

Documents, Scan and OCR Plug-in
Covers 2 workstations
Documents, Scan and OCR Plug-in
SMB 20
Covers 20 workstations
Documents, Scan and OCR Plug-in
SMB 50
Covers 50 workstations
Documents, Scan and OCR Plug-in
Covers unlimited number of workstations