Register Financial Services Power Summit
Powerful Document Automation for D365 & M365 – design in MS Office and generate documents wherever you need them!
How can financial services benefit from powerful document automation? We will show you these benefits in our session with an extensive live demo: -Easily design complex documents in MS Word, Excel and PowerPoint with tables, conditions, barcodes, charts, images, etc. -Generate these documents where you need them: directly in Dynamics 365, CE, FinOps, Business Central, Power Automate, SharePoint, and many more. -Combine data sources: SharePoint, M365, D365 FinOps, CE & BC, Web Services, SQL and many more. -Maintain templates and modular text blocks in Microsoft 365 / SharePoint & Teams or on your server. -Print & save generated documents into M365, SharePoint, Teams or your archive. Your result will be a business user friendly document automation process that can be efficient, enjoyable and productive at the same time.
Technical Level: 100
Presented By: Johannes Linder