High quality documents from D365 CE – design in MS Word, Excel & PowerPoint and generate documents wherever you need them!
Generating and distributing customer-specific documents, such as quotes, invoices, reports, contracts & more is still a time-consuming task? It doesn’t have to be.
Easily integrate data from all your Dynamics 365 Customer Engagement standard & custom entities without any programming and let dox42 take care of the document generation.
What you will see in this session:
• Generate your documents where you need them: directly in Dynamics 365 CE, from a Power App, a Power Automate Flow, SharePoint/Teams or any other application.
• Seamless integration in Dynamics CE, using a dox42 Model Driven App and designing dox42 buttons & dialogs using Power Apps.
• Easily design complex documents in MS Word, Excel and PowerPoint with dynamic tables & diagrams, pictures, bar codes, text modules, conditions, calculations, etc.
• Combine data sources: SharePoint, M365, D365 FinOps, CE & BC, Dataverse, Web Services, SQL and many more.
• Save documents to SharePoint or any document management & archiving system, as an attachment to a Dynamics CE entity and send e-mails right away or make use of any other output possibility.
Create an efficient, enjoyable, productive, and business user-friendly document automation process with dox42. Generating documents from Dynamics 365 CE and connecting all your technology platforms has never been easier!
The session will be brought to you by dox42 Senior Technical Evangelist Fabian Huber and Business Technology Evangelist Norina Aichholz.
Technical Level: 100
Presented By: Fabian Huber