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dox42 NAV Document Creator for generating documents in Dynamics NAV

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

Dynamics NAV module

dox42 NAV Document Creator enables direct access to Dynamics NAV data in Microsoft Word, PowerPoint and Excel. The use of NAV special features like Field Captions, Option Captions, BLOB Fields and FlowFields is fully supported. Additionally, an adaption of the security concept of NAV with permission sets, data recall in multitenancy environments is possible, as well as full support of NAV companies. Also, comfortable controls of print output are offered.

Convinced by impressive documents

Using dox42 NAV Document Creator visually attractive sales documents, product and mail order catalogues and fact sheets can be generated. PowerPoint turnover reports for sales employees/articles, and tickets, vouchers and coupons for customer communication can be created. Barcodes (1-D, 2-D) for documents and labes can be integrated. The module also enables the generation of quality assurance forms and checklists.

Document Design

Design the documents in Microsoft Word, Excel and PowerPoint fast and intuitively. Using the drag-and-drop functionality it is possible to integrate data fields directly in the document templates. All the design possibilites 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 can be integrated. An Interaction with the user by options dialogs before the generation of report and documents is possible.

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, SharePoint, Office 365, XML, Excel, Webservices and many more. Furthermore, the integration of other ERP data sources like SAP, Dynamics AX, Dynamics CRM can be integrated via different add-on modules, also the integration of user-defined data sources (individual development) is possible.

SharePoint/Office 365-Integration

You can integrate data from SharePoint lists and document libraries in new documents, and upload generated documents directly in SharePoint document libraries. The documents are Office 365-ready. Use and Add-On module to integrate dox42 actions with NINTEX workflows.

Output options

Output documents in output formats PDF, PDF/A, Word, PowerPoint, Excel, TXT, different graphic files, XML, HTML, etc. can specified flexibly. Ouput 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

Document creation is fully automated via dox42 Server. Furthermore, documents can be generated also outside of the Dynamcis NAV client within the dox42 web-frontend (requires dox42 LIVE), which is furthermore possible on smartphones and tablets as well.

dox42 NAV Document Creator is a product of Business Systemhaus AG >>
Download the product data sheet of the dox42 NAV Document Creator here >>


"dox42 NAV Document Creator is an interface developed by Business Systemhaus AG that provides the enormous scope of functions of dox42 regarding the creation and automation of documents, checklists, PowerPoint presentations and many more to the Dynamics NAV-world. [...]"



Michael Zettl

Michael Zettl

General Manager | Head of Consulting&Development
Business Systemhaus AG

At a glance

  • Easy design of documents directly in Microsoft Office
  • Fully integrated in Microsoft Dynamics NAV
  • Use of data directly out of NAV tables, pages and reports
  • Accessing data from numerous further external sources
  • Free selection of the output format (PDF, Word, image, etc.)
  • Automated creation and distribution of documents

dox42 Dynamics NAV Datasource
dox42 Dynamics NAV Datasource


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

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