mscrm-addons.com
mscrm-addons.com (PTM EDV-Systeme GmbH) is a privately held Austrian ISV selling add-ons for Microsoft Dynamics 365 and the Power Platform, including DocumentsCorePack for document automation and AttachmentExtractor for Dataverse storage optimization, serving 5,000+ customers in 80 countries.
- Company typePrivate
- Founded1998
- HeadquartersAtlanta, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What mscrm-addons.com does
mscrm-addons.com (legal entity: PTM EDV-Systeme GmbH) is a privately held Austrian software company that develops and sells a portfolio of add-on solutions for Microsoft Dynamics 365 and the Power Platform. Founded in 1998 and headquartered in Graz, Austria, with a regional office in Atlanta, the company has operated as an independent Microsoft-focused ISV for over two decades, building its product footprint since at least 2013. Its flagship product, DocumentsCorePack, provides template-based document generation, PDF creation, email automation, and e-signature workflow integration. Supporting products include AttachmentExtractor (which offloads email attachments and notes from Dataverse to Azure Blob Storage or SharePoint to reduce storage costs), ActivityTools (activity management), TelephoneIntegration (CTI via TAPI/SIP), PowerSearch (multi-field search with CompleteView), SmartBar (navigation enhancement), and GroupCalendar (scheduling). All products are certified for Dynamics 365 and integrate natively with Power Automate, Power Apps, Power Pages, and Microsoft Copilot.
The company operates on a per-user, quote-based annual subscription licensing model, supplemented by annual support and maintenance contracts and partner-delivered implementation services. Distribution is multi-channel: direct sales covering the EU and US, a 700+ partner network for reselling and implementation, and listing on Microsoft AppSource for marketplace-driven discovery. The company reports 5,000+ customers, 80,000+ daily users, presence in 80 countries, and compliance with ISO 27001, GDPR, and CCPA. Pricing is not publicly disclosed and is delivered via personalized sales quotes.
The business is wholly founder-owned with no disclosed venture or private equity backing, no subsidiaries, and no M&A activity. Headcount is reported at 11-50 employees, consistent with a focused niche ISV rather than a high-growth venture. Revenue, funding, and detailed financial figures are not disclosed in available sources.
mscrm-addons.com firmographics
Firmographics- Name
- mscrm-addons.com
- Legal name
- PTM EDV-Systeme GmbH
- Website
- https://mscrm-addons.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- mscrm-addons.com (PTM EDV-Systeme GmbH) is a privately held Austrian ISV selling add-ons for Microsoft Dynamics 365 and the Power Platform, including DocumentsCorePack for document automation and AttachmentExtractor for Dataverse storage optimization, serving 5,000+ customers in 80 countries.
- Ownership category
- akta.pro rank
Where mscrm-addons.com is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
mscrm-addons.com business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Licenses: Per-user licensing model for all add-on products. Licenses are counted based on users with write access to entities and Read-Write access mode in Dynamics 365. Supports both security role-based and Azure Active Directory (Entra ID) based licensing.
- Support and Maintenance: Annual support contracts including free version updates, product updates to newer Microsoft Dynamics 365 versions, and comprehensive technical support. Support includes sandbox environments and 98.5% service availability for hosted services.
- Professional Services: Implementation and consulting services through partner network for deployment and customization.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Annual | User-based licensing with quote pricing |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
mscrm-addons.com product offering
Product offeringCore offering
mscrm-addons.com develops and sells a portfolio of add-on software products for Microsoft Dynamics 365 Customer Engagement and the Microsoft Power Platform. The flagship is DocumentsCorePack, a document automation tool that generates professional Word/PDF documents from CRM data and runs inside Power Automate, Power Apps, Power Pages and Copilot. AttachmentExtractor reduces Dataverse storage costs by moving email attachments and notes to Azure Blob Storage or SharePoint, supported by ActivityTools, TelephoneIntegration, PowerSearch, SmartBar, and GroupCalendar add-ons.
Product overview
mscrm-addons.com is a portfolio of add-on solutions for Microsoft Dynamics 365 and Power Platform. The core product is DocumentsCorePack, a document automation platform that handles template-based document generation, PDF creation, and workflow automation. Supporting products include AttachmentExtractor for storage optimization by moving attachments to Azure/SharePoint; ActivityTools for activity management; TelephoneIntegration for CTI phone system integration; PowerSearch for advanced search capabilities; SmartBar for productivity enhancements; and GroupCalendar for scheduling. All products integrate with Microsoft Dynamics 365 Customer Engagement modules and leverage the Power Platform (Power Automate, Power Apps, Dataverse) for extended automation and low-code customization.
Differentiator
Problem solved
Functional benefit
Brands
- DocumentsCorePack: Document generation and automation tool for Dynamics 365 and Power Platform. Supports professional templates, no-code solution, and integration with Power Automate, Power Apps, Power Pages, and Copilot.
- AttachmentExtractor
- ActivityTools
- TelephoneIntegration
- PowerSearch
- SmartBar
- GroupCalendar
Products and services
- DocumentsCorePack Document automation software for Microsoft Dynamics 365 Customer Engagement and Power Platform that generates professional Word and PDF documents from CRM data using Word-based templates, with integrations to Power Automate, Power Apps, Power Pages, Copilot, and e-signature services such as DocuSign, Adobe Sign, and AssureSign.
- AttachmentExtractor Storage optimization add-on for Microsoft Dynamics 365 that automatically moves email attachments and notes from Dataverse to Azure Blob Storage or SharePoint, reducing Dataverse capacity costs while keeping attachments transparently accessible to users.
- ActivityTools Productivity add-on for Microsoft Dynamics 365 that enhances activity and email handling inside CRM, allowing users to more easily view, create, and manage activities and emails.
- TelephoneIntegration Computer Telephony Integration (CTI) software for Microsoft Dynamics 365 that connects phone systems via TAPI or SIP, providing caller recognition, screen pops, click-to-dial, power dialing, and call logging inside CRM.
- PowerSearch Advanced search add-on for Microsoft Dynamics 365 that supports multi-field queries and the CompleteView feature for instant previews of records inside grids and lists.
- SmartBar Productivity toolbar add-on for Microsoft Dynamics 365 that simplifies navigation between related CRM records and provides additional options for personal CRM configuration.
- GroupCalendar Scheduling add-on for Microsoft Dynamics 365 that enables fast and simple scheduling of users, teams, facilities, and resources inside CRM with multiple calendar views.
Quantifiable outcome
- Users spend 20+ minutes per document on manual tasks - automation eliminates this
- +2 more outcomes
Companies that use mscrm-addons.com
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
mscrm-addons.com technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration15 records
AI capability3 records
Feature6 records
mscrm-addons.com partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- MicrosoftcoreCertified Microsoft Solutions Partner with deep integration into Microsoft Dynamics 365 and Power Platform. Products are available on Microsoft AppSource and designed natively for the Microsoft ecosystem including Power Automate, Power Apps, Power Pages, and Copilot.
Scale indicators5 records
Recent moves6 records
Expansion highlights4 records
mscrm-addons.com competitors and assessment
Company assessmentBroad incumbents
- Salesforce: Market-leading CRM platform with its own AppExchange ISV ecosystem that mirrors the Microsoft Dynamics 365 + AppSource ecosystem. Customers evaluating Dynamics vs. Salesforce could indirectly cap mscrm-addons' TAM growth.
- DocuSign: Market-leading e-signature platform with deep Microsoft 365 / Dynamics 365 integrations (and a DocumentsCorePack integration). Competes for the document workflow budget in Dynamics 365 customer environments and could expand natively into generation.
- Adobe Document Cloud: Adobe Sign and PDF services with established Microsoft 365 / Dynamics 365 integrations. Overlaps with mscrm-addons' document generation and e-signature use cases as part of a much broader document productivity portfolio.
- HubSpot: Compete CRM platform with native document generation, e-signature, and workflow tools. Targets the same mid-market CRM buyer as Dynamics 365 and could displace Dynamics-attached add-ons by winning the underlying CRM seat.
- Nintex: Established workflow automation and document generation platform with Microsoft 365 and Dynamics 365 integrations. A larger, more diversified competitor overlapping with DocumentsCorePack's workflow/document automation use case but serving a broader customer base beyond Dynamics.
Direct peers
- Resco: Mobile CRM and field service add-on suite for Microsoft Dynamics 365 / Power Platform. Operates as a Microsoft ISV with similar AppSource listing, partner channel, and per-user subscription model.
- CData Software: Connectivity and data integration software for Dynamics 365, Dataverse, and the broader Microsoft data platform. Sells subscription-based data drivers and ETL connectors targeting the same Dynamics 365 ISV buyer.
- KingswaySoft: Data integration and migration add-on vendor for Microsoft Dynamics 365, Dataverse, and the Power Platform. Competes in the same ISV add-on ecosystem with subscription-based per-user or per-server licensing and AppSource distribution.
- ClickDimensions: Marketing automation and add-on suite built natively for Microsoft Dynamics 365. Sells via subscription per-user licensing on Microsoft AppSource with similar channel partner and ISV economics to mscrm-addons.
Emerging players
- AODocs: Document management and automation platform with native connectors for Google Workspace and Microsoft 365/Dataverse. Competes with DocumentsCorePack in the document generation/management use case, though focused more on enterprise content services.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks2 records
Key highlights6 records
Customer concentration
mscrm-addons.com social profiles
Digital presencemscrm-addons.com compliance and trust
Trust signalCompliance3 records
mscrm-addons.com financial estimates
Financial estimateRevenue estimate
Valuation estimate
mscrm-addons.com leadership team
Management profileNumber of profiles
Profiles3 records
mscrm-addons.com funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
mscrm-addons.com M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about mscrm-addons.com
What does mscrm-addons.com do?
mscrm-addons.com develops and sells a portfolio of add-on software products for Microsoft Dynamics 365 Customer Engagement and the Microsoft Power Platform. The flagship is DocumentsCorePack, a document automation tool that generates professional Word/PDF documents from CRM data and runs inside Power Automate, Power Apps, Power Pages and Copilot. AttachmentExtractor reduces Dataverse storage costs by moving email attachments and notes to Azure Blob Storage or SharePoint, supported by ActivityTools, TelephoneIntegration, PowerSearch, SmartBar, and GroupCalendar add-ons.
Is mscrm-addons.com a public or private company?
mscrm-addons.com is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was mscrm-addons.com founded?
mscrm-addons.com was founded in 1998. It employs 11 to 50 people.
Where is mscrm-addons.com based?
mscrm-addons.com is headquartered in Atlanta, United States, in the North America region.
How does mscrm-addons.com make money?
Three revenue lines are on record. Software Licenses are the primary driver. The others are support and Maintenance and professional Services.
Who are mscrm-addons.com's main competitors?
Broad incumbents on record are Salesforce, DocuSign, Adobe Document Cloud, HubSpot and Nintex. Direct peers are Resco, CData Software, KingswaySoft and ClickDimensions. AODocs is listed as an emerging player.
Does mscrm-addons.com have an API?
Yes. DocumentsCorePack offers a Power Automate connector that allows users to integrate document generation and processing capabilities into Power Automate flows. The connector is available for Power Apps and Microsoft Flow (Power Automate). Users can generate documents, send documents via email, and automate document workflows through the connector. Developer documentation is at support.mscrm-addons.com/documentation.