Document generation in times of remote work: Collaborate and generate your D365 CE documents in MS Teams

Successful sales projects are always realized in a team effort. There is a customer contact person, a technical team member, and a sales manager approving the deal or granting special conditions. In the end everyone works on the same goal: delivering the perfect quote to the customer.

Especially in uncertain time like we face today, remote team work becomes increasingly relevant. A solid technical infrastructure, digital collaboration efforts and streamlined processes are required for continuous high quality project execution. D365 CE and MS Teams provide the perfect base to capture information and to collaborate on projects, e.g.  by discussing information via chat or by uploading project documents to a SharePoint folder, without having to leave the MS Teams environment. So why not also collaborate on the perfect sales quote and generate it directly in MS Teams?

In this webinar you learn how you digitally collaborate with your colleagues on your D365 CE quotes and automatically create, send and store sales quotes and proposals with data from D365 CE and SharePoint, without ever leaving MS Teams, or your homeJ.

Webinar agenda:

• Welcome and introduction
• dox42 Live Document collaboration and generation demo from D365 CE and Teams
• Q&A

Your speakers:

Lisa Pulsinger   Business Technology Evangelist  dox42		Fabian Huber     Business Technology  Evangelist   dox42

Registration