Status: Accepted

Automate your D365 and M365 documents with dox42 and chatbots!

 Real life business processes require the generation of documents like quotes, reports, contracts, emails, etc… Use dox42 to automatically generate these documents with data from all sources by simply chatting with a bot, clicking a button in a Power App or by letting a Flow do all the work for you!

What you will see in this session:

• Generate your documents where you need them: from a Chatbot, a Power App, a Power Automate Flow or directly in your Dynamics 365 applications or SharePoint!

• Easily design complex documents in MS Word, Excel and PowerPoint with tables, conditions, barcodes, charts, images, etc.

• Combine data sources: SharePoint, M365, D365 FinOps, CE & BC, Web Services, SQL and many more.

• How to set up your document generation Chatbots, Power Apps and Flows.

Your result will be a business user friendly document automation process that can be efficient, enjoyable and productive at the same time.

 The session will be brought to you by dox42 Senior Technical Evangelist Lisa Pulsinger and dox42 Developer David Scheiblauer.

Technical Level: 100

Presented By: Lisa Pulsinger