dox42 document generation for high-quality documents in Dynamics 365 Business Central and NAV


Create wonderful documents for Microsoft Dynamics 365 Business Central and NAV directly in Microsoft Office. Use the dox42 Office Add-Ins in Microsoft Word, PowerPoint and Excel for intuitive and smooth document design by directly accessing data from Microsoft Dynamics 365 Business Central | NAV and many other data sources like SQL, Excel, SharePoint, Office 365 as well as other ERP-systems.

Template Design in Microsoft Word, Excel, PowerPoint

Template Design in Microsoft Word, Excel, PowerPoint

Flexible System Integration

Flexible System Integration

Intelligent and high quality documents

Intelligent and high quality documents

Output Formats

Output Formats

Fully integrated into your BC and NAV interface

Fully integrated into your BC and NAV interface

Saves tons of time

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 and NAV

Document Design in Microsoft Office

1. Document Design in Microsoft Office


Design the documents 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 report and documents is also possible.

 

Integration of external data sources

2. Integration of external data sources


dox42 NAV document creator offers various possibilities of combining any number of different data sources in one document. Supported data sources are SQL databases, data from SharePoint lists and document libraries, Office 365, XML/JSON, Excel and Webservices. 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 data sources like SAP, Dynamics AX | Dynamics 365 for Finance and Operations.

 

 dox42 Document App in Business Central | NAV to configure your templates and Output

3. dox42 Document App in Business Central | NAV to configure your templates and Output


Fully integrated in your Business Central interface, the 365Performance dox42 Documents app allows you to easily manage your dox42 document templates. Configure your desired output here and specify in which Business Central card the action button for document printing should be located.

 


Output Options

4. Output Options


Output documents in output formats PDF, PDF/A, Word, PowerPoint, Excel, TXT, different graphic files, XML/JSON, HTML, etc. can be specified flexibly. Output is possible via printer and distribution via email. Documents can be stored in file systems and SharePoint/Office 365 document libraries. Furthermore, use an Add-On module to integrate DocuSign for digital signatures.

 

Automation and Workflow-Integration

5. Automation and Workflow-Integration


Document creation is fully automated via dox42 Server. Additionally, documents can also be generated outside of the Dynamics 365 Business Central | NAV client within the dox42 web-frontend (requires dox42 LIVE), which is additionally possible on smartphones and tablets as well. However, you can also integrate dox42 actions with your common workflow tool in order to increase the level of automation of your business processes around document generation (For example with FireStart, nintex, K2, Microsoft Flow).

 

Picture of dox42 document generator for Dynamics 365 Business Central in the Microsoft AppSource

6. dox42 in the cloud: Dynamics 365 for Business Central Online (SaaS) and dox42 Online

Download the 365Performance dox42 Data Source and 365Performance dox42 Documents apps directly from the Microsoft AppSource for Business Central Online.
After installing the apps and configuring them in your Azure Active Directory Admin Center, you can start immediately with document design and document automation. Either stay in the cloud with our dox42 Online cloud service or use your own existing dox42 Server. 


 


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