dox42 Report Automation in Dynamics 365 Business Central
Create Sales, Purchase, Finance reports & many other documents from Dynamics 365 Business Central with one click. Intuitively design reports in Microsoft Word, PowerPoint and Excel by accessing data from Microsoft D365 Business Central & many other data sources like SQL, Excel, SharePoint, M365 as well as other ERP systems - all without any programming.
Template Design in Microsoft Word, Excel, PowerPoint
Flexible System Integration
Intelligent and high quality documents
Output Formats
Fully integrated into your BC and NAV interface
Saves tons of time
System Requirements
-
...for dox42 office add-in
- Dynamics NAV 2009 R2 RTC or higher for basic data source
- Dynamics NAV 2015 or higher for NAV Report-data source
- Office 2010 or higher
-
...for dox42 Server
- Windows Server 2008 or higher
- IIS and ASP.NET activated
- .NET 4.5.2 OR Windows Azure
Technical Details – dox42 Integration in Dynamics 365 Business Central
1. Report Design in Microsoft Word, Excel & PowerPoint
Design reports in Microsoft Word, Excel and PowerPoint fast and intuitively. Using drag-and-drop functionality, it is possible to integrate data fields directly in the document templates. All the design possibilities of Microsoft Office can be used for reports and documents, and existing documents or attachments of different formats like PDF, Word, graphics and images in new documents can be embedded, just like 1-D and 2-D barcode types. An interaction with the user by options dialogs before the generation of the report is also possible.
2. Integration of various data sources
dox42 lets you combine any number of different data sources in one document. Supported data sources include SQL databases, data from SharePoint lists & document libraries, Office 365, XML/JSON, Excel, Webservices and many more. Easily connect your Dynamics 365 platform: Dynamics 365 Customer Engagement | CRM as well as user-defined data sources (individual development) can be integrated via different add-on modules. In addition, integrate data from ERP systems like SAP, Dynamics AX | Dynamics 365 for Finance and Operations, and others. dox42 can also be integrated with Microsoft Navision (NAV).
3. dox42 App in Business Central to configure report templates & output
Fully integrated in your Business Central interface, the dox42 Application available in the Microsoft AppSource allows you to easily manage your dox42 report templates. Configure your desired output here and specify in which Business Central card the action button for printing should be located.
"With the use of dox42 it is now possible to integrate various data sources and create templates intuitively and quickly in MS Office."
Carmen Kretschmer
Solution Architect SAP
"Our Break-Even Point was reached after only four weeks of using dox42."
Elena Schneider
Projectmanagement
"dox42 quickly became one of our favorite products. The tool is slim, and yet really flexible to implement even technically complex scenarios."
Andreas Gümbel
Teamlead SharePoint / BI-Development
4. Output Options
Output formats like PDF, PDF/A, Word, PowerPoint, Excel, TXT, different graphic files, XML/JSON, HTML and many more can be specified flexibly. The output is possible via your printer and can be distributed directly via email. Documents can be stored in archiving systems and SharePoint/Office 365 document libraries. Furthermore, use an add-on module to integrate DocuSign for digital signatures.
5. Fully ready for the Cloud: with D365 BC Online & dox42 Online
The dox42 solutions for Business Central are available in the Microsoft AppSource. After installing the apps and configuring them in the Azure Active Directory Admin Center, you can immediately start report design and document automation with the dox42 Online Cloud Service. Either stay in the cloud with dox42 Online or use your own existing dox42 Server.