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 presentations and 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   Business Technology Evangelist   dox42		Fabian Huber   Business Technology Evangelist   dox42

Registration