MergeHawk
๐Ÿฆ… Dynamics 365 Document Engine

MergeHawk.

Drag-and-drop template builder meets CRM merge engine. Design documents visually, pull data from Dynamics 365, generate thousands of PDFs, contracts, and reports โ€” in seconds.

Request a Demo โ†’ How It Works
๐Ÿ“ Text ๐Ÿ“Š Table ๐Ÿ–ผ๏ธ Image ๐Ÿ“‹ Section ๐Ÿ” Repeater
โ ฟ Company Header โ€” {{account.name}}
โ ฟ Dear {{contact.firstname}},
โ ฟ Invoice #{{invoice.number}} โ€” Total: {{invoice.total}}
โ ฟ ๐Ÿ” Line Items โ†’ {{product.name}} ร— {{qty}}
โ ฟ Signature Block โ€” {{user.fullname}}
// visual builder

Drag. Drop. Merge.

No Word macros. No XML templates. Build your document templates with a visual drag-and-drop editor. Add text blocks, tables, images, repeating sections โ€” then bind CRM fields with a click.

Non-technical users can build templates. Developers can extend them.

Visual EditorNo CodeLive Preview
๐Ÿ“‹
Template
MergeHawk Builder
โ†’
๐Ÿฆ…
MergeHawk
Merge Engine
โ†’
โš™๏ธ
DocForge
Rendering
โ†’
๐Ÿ“„
Output
PDF / Word / HTML
// powered by docforge

Two engines. One pipeline.

MergeHawk handles the CRM data extraction and template merging. DocForge handles the document rendering. Together they produce pixel-perfect output every time.

The same rendering engine behind our DocForge standalone product โ€” battle-tested across thousands of documents.

DocForge EngineD365 Plugin.NET / C#
// output

Any format. Any scale.

๐Ÿ“„
PDF
Print-ready documents with fonts, images, headers/footers
๐Ÿ“
Word
Editable .docx with styles, tables, and merge fields preserved
๐ŸŒ
HTML
Email-ready HTML with inline styles for SendGrid delivery
๐Ÿ“Š
Excel
Data exports with formatting, formulas, and pivot-ready layouts
// workflow

How it works.

From template to delivered document in four steps.

1

Design

Build your template in the visual editor. Drag text, tables, images, repeaters. Bind CRM fields from a picklist.

2

Trigger

Run from a D365 ribbon button, workflow, Power Automate flow, or API call. Single record or bulk batch.

3

Merge

MergeHawk pulls CRM data, resolves lookups, expands related records, and merges into the template. DocForge renders the output.

4

Deliver

Attach to the CRM record, email via SendGrid, save to SharePoint, or return via API. Automatic audit trail.

// use cases

Built for real CRM workflows.

๐Ÿ“‘

Contracts & Proposals

Generate client-ready contracts from Opportunity data. Merge product line items, pricing, terms. Send for signature.

๐Ÿงพ

Invoices & Statements

Bulk-generate invoices from D365 sales orders. Include line items, tax calculations, payment terms. Auto-email to contacts.

๐Ÿ“Š

Client Reports

Monthly or quarterly reports pulling from Cases, Activities, KPIs. Branded PDF with charts, tables, and commentary sections.

๐Ÿ“‹

Onboarding Packs

Welcome documents, NDAs, setup checklists โ€” all merged from Contact and Account records. One click, full pack generated.

๐Ÿ†

Award Letters

Membership certificates, recognition letters, completion notifications. Merge from custom entities with branding.

๐Ÿ“ฌ

Bulk Mail Merge

Marketing letters, event invitations, renewal notices. Process thousands of records in a single batch with SendGrid delivery.

// technical

Under the hood.

โšก CRM Integration

  • Native D365 plugin (runs server-side)
  • FetchXML query engine for data extraction
  • Related record traversal (N:1, 1:N, N:N)
  • Lookup resolution and option set labels
  • Custom entity and field support
  • Multi-currency and multi-language

๐ŸŽจ Template Engine

  • Visual drag-and-drop builder (React)
  • Conditional sections (show/hide by field value)
  • Repeating sections for line items
  • Expression engine for calculations
  • Image binding (entity images, logos)
  • Header/footer with page numbers

๐Ÿ“„ Rendering (DocForge)

  • PDF generation with embedded fonts
  • Word .docx with full style support
  • HTML email with inline CSS
  • Excel data exports
  • Batch processing (1000s of records)
  • Async queue for large jobs

๐Ÿ“ฌ Delivery

  • Attach to CRM record (Notes/Annotations)
  • Email via SendGrid with tracking
  • SharePoint document library upload
  • API response (base64 or stream)
  • Azure Blob Storage archival
  • Full audit trail in CRM

Ready to stop building documents by hand?

MergeHawk installs as a D365 managed solution. We handle setup, template migration, and training. Usually live in under a week.

Request a Demo โ†’ [email protected]

Part of the Sparrofox product suite