Register Financial Services Power Summit

Powerful Document Automation for D365 & M365 – design in MS Office and generate documents wherever you need them!

Status: Accepted

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

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