Powerful Document Automation for Dynamics 365, Microsoft 365, Teams, PowerPlatform –incl. Customer Case FRASER Yachts

dox42 Session at DynamicsCon

To run real life business processes from Dynamics 365 you often need to generate, store and email individualized Word, PowerPoint, Excel or PDF documents automatically. In many cases, these documents also need to include and combine data from D365 CE/CRM, FO/AX, BC/NAV, Microsoft 365, SharePoint, SAP, WebServices, JSON/XML, etc.

In this session you will get an overview and a live demo of the technical options and challenges when it comes to document automation with D365 CE/CRM, FO/AX, BC/NAV, etc. Learn how to design templates in MS Word, Excel PowerPoint and import dynamic tables, pictures, charts, barcodes and even sub templates. Generate, save and e-mail your documents from Dynamics 365, Microsoft 365, Teams or Power Automate!

See a real live customer case demo how FRASER Yachts implemented dox42 to produce high end quote and sales documents including pictures of their fantastic yachts.

Your speakers:

Keith Fowler, Fraser
Christian Bauer, dox42
Johannes Linder, dox42
Keith Fowler     
CRM Project Manager  
FRASER Yachts

Christian Bauer
CEO 
dox42


Johannes Linder     
Lead Technical Evangelist  
dox42

Registration


DynamicsCon

Powerful Document Automation for Dynamics 365, Microsoft 365, Teams, PowerPlatform –incl. Customer Case FRASER Yachts

DynamicsCon: March 16-18, 2021 

dox42 Session with FRASER Yachts: March 17, 2021 | 5 PM CET

Registration




You want to know more? You can contact the speakers on LinkedIn: Christian Bauer and Johannes Linder or simply write an email to info@dox42.com