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Document automation & collaboration – generate D365 CE documents in MS Teams

dox42 Webinar

Sales projects are usually realized in a team effort. There is someone who is the contact person for the customer, a team member who takes care of technical specifications, and a sales manager that approves the deal or grants special conditions. In the end everyone works on the same goal: delivering the perfect quote to the customer.

All of that requires a solid technical infrastructure, collaboration efforts and streamlined processes. D365 CE and MS Teams provide the perfect base to capture information and to collaborate on projects, for example by discussing via the chat which rates to offer or by uploading all required project documents to a SharePoint folder, without having to leave the MS Teams environment. So why not also generate the perfect sales quote directly in MS Teams?

dox42 does this job for you – and this webinar shows how you can collaborate on your D365 CE quotes and automatically create, send and store sales quote documents with data from D365 CE and SharePoint, without ever leaving MS Teams.

Webinar agenda:

  • Welcome and introduction
  • dox42 document generation with D365 CE, SharePoint, MS Teams and Power Automate (MS Flow)
  • dox42 Live Demo from D365 CE and Teams
  • Q&A

    Your speakers:

    Lisa Pulsinger dox42 Fabian Huber dox42

    Lisa Pulsinger  
    Business Technology Evangelist  
    dox42

    Fabian Huber  
    Business Technology Evangelist  
    dox42

    Registration


    Logos dox42 MS Teams Dynamics 365


    Document Generation & Collaboration – D365 CE Dokumente in MS Teams generieren

    dox42 Webinar 

    January 29, 2020

    03:00-03:30 PM CET

    Registration