Dynamics 365 Finance Operations Summit 2021 Fri 29th January
Powerful Document Automation for D365 & M365 – design in MS Office and generate documents wherever you need them!
Upgrade to Powerful Document Automation in the cloud, on prem or hybrid – with D365, M365 & dox42! What you will see in this session: • 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 FinOps with your standard print management options, CE, 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