Powerful document automation for Dynamics 365

Powerful Document Automation for Dynamics 365


Unlock the power of Dynamics 365 and the full potential of your team – flexible, powerful and intuitive using dox42.
Design templates in Microsoft Word, Excel & PowerPoint and generate individualized documents like offers, quotes, invoices, contracts, reports, presentations, charts and many more directly from Dynamics 365. No programming skills are needed – get rid of time-consuming SSRS, programming and copy/paste and let business users focus on their core competencies. With dox42 you automate all your document processes that use data from D365 CE | Dynamics CRM, D365 FO | Dynamics AX, D365 BC | Dynamics NAV, Dynamics GP, SharePoint, SAP, databases, web services, workflows and many other systems.

Why customers choose dox42 document automation in D365

Template design in Microsoft Word, Excel, PowerPoint

Template design in Microsoft Word, Excel, PowerPoint

Let business users create complex, detailed document templates by themselves – as they are already used to work with Microsoft Word, Excel and PowerPoint.

Save time and costs

Save time and costs

dox42 saves you time-consuming programming with SSRS, ER or tedious copy & paste. Eliminate complex document adaptations with dox42 for Dynamics 365 to increase your efficiency and ROI.

Various output formats

Various output formats

Output PDF, Microsoft Word, Excel, PowerPoint, save in Microsoft SharePoint and Microsoft Teams, send by email, sign electronically, HTML or even print. dox42 supports all common output formats.

High quality documents

High quality documents

Simplify the generation and distribution of customer-specific documents, such as quotes, invoices, reports, contracts and many more. Integrate dynamic tables and diagrams, images, bar codes, text modules, conditions, subtotals and calculations.

Flexible system integration

Flexible system integration

Combine and link data from D365 CE | Dynamics CRM, D365 FO | Dynamics AX, D365 BC | Dynamics NAV, Dynamics GP, SharePoint, SQL, SAP, web services and more. dox42 also fully integrates with Microsoft PowerApps, Teams and workflow solutions.

On-premises, hybrid or pure cloud

On-premises, hybrid or pure cloud

Decide whether to realize a cloud-only, hybrid or on-premises scenario perfectly adapted to your specific needs. With the dox42 Server as an on-prem installation or pure cloud service, the choice is yours.


One tool for all: use the full potential of Dynamics 365 with dox42

Overview

Take your collaboration and digitalization to a new level. dox42 is the only document automation tool that enables you to link data and documents across the whole Microsoft Dynamics 365 platform and also from various other systems, such as Microsoft 365, SharePoint, SAP, d.velop, workflows and many more. dox42 is the tool that fits for all your systems.

Generate documents from D365 CE | Dynamics CRM

D365 CE | Dynamics CRM

Automatically generate documents like individual quotes, service reports, sales reports, contracts and many more from D365 CE | Dynamics CRM.
The D365 CE | Dynamics CRM data source allows a direct connection to standard and custom entities of all your Dynamics 365 apps, including Dynamics Field Service, Sales, Marketing and Customer Service – without any programming. Also combine and integrate data from Dynamics 365 FO | AX, BC | NAV, SAP, Microsoft SharePoint, databases, web services, workflows, and much more.

Automate documents from D365 CE
Generate documents from D365 FO | Dynamics AX

D365 FO | Dynamics AX

Create complex, detailed templates for your delivery notes, pre-printed labels, offers, invoices and many more with D365 FO | Dynamics AX business logic in Microsoft Word, Excel and PowerPoint functionalities, while calling up reports in the familiar D365 FO | Dynamics AX interface. With dox42 time-consuming programming with SSRS, ER or tedious copy & paste is not needed anymore.

Create reports from D365 FO

Generate documents from D365 BC | Dynamics NAV

D365 BC | Dynamics NAV 

Are you tired of the standard reporting tool in Business Central and programming every change to your documents? Generate appealing and individual reports from D365 Business Central | Dynamics NAV without any programming with dox42. Easily create and edit your templates in Microsoft Word, Excel and PowerPoint with a no-code approach. Integrate dynamic tables and diagrams, pictures, bar codes, text modules, conditions and calculations and link data and documents from various systems, such as SharePoint, Microsoft Teams, Microsoft Dynamics 365, Power Automate or any other system.

Generate documents from D365 BC

Meet us at Dynamics 365 Community Events

Online Webinars and Conferences

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One for All: Powerful Document Automation for D365 CE|FO|BC, Microsoft 365, Teams & Power Automate



Strong through communities

dox42 has long been a part of the global Microsoft Dynamics 365 community and sponsors many great events and community efforts.

dox42 is member of the Power Community

Power Community

"dox42 is the preferred document generation tool of the Dynamics community", according to Raz Dynamics, President of D365 Saturdays & Microsoft MVP. Power Platform Community & Microsoft 365 Saturday is dedicated to educating and addressing the challenges of CRM & ERP implementations with its global Power Platform and Dynamics 365 bootcamps and hackathons. Join us in the Power Community >>

dox42 is part of the D365 User Groups

Dynamic Communities

Dynamic Communities foster the development, growth and engagement of volunteer-driven user groups that provide hubs for like-minded technology users to exchange knowledge on how to best maximize product performance. dox42 regularly contributes to the community with knowledge building on document automation. Join the Dynamic Communities >>


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