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Generate documents in MS Dynamics 365 for Finance and Operations and MS Dynamics AX

dox42AX
dox42 Dynamics 365 for Operations

dox42 for Finance and Operations and dox42 AX

The enterprise modules dox42 for Finance and Operations and dox42 AX enable fast and uncomplicated access to data from Microsoft Dynamics 365 for Finance and Operations and Microsoft Dynamics AX in combination with various other data sources. With our dox42 Server and SaaS version dox42 online, you can decide whether to realize a cloud only, hybrid or on premise scenario perfectly adapted to your specific needs.

Various reports and documents can be generated from Microsoft Dynamics 365 for Finance and Operations and Microsoft Dynamics AX – forms (invoices, quotes, etc.), labels and especially various surveys, lists and analyses. Microsoft Dynamics 365 for Finance and Operations and Microsoft Dynamics AX mainly use Microsoft SQL Server Reporting Services and Electronic Reporting (ER) or Business Documents in addition to its integration with MS Excel.

Issue

The adaptation of already existing reports or the creation of new reports takes quite some effort – in addition to programming skills in Microsoft Dynamics 365 for Finance and Operations and Microsoft Dynamics AX, expert skills in Microsoft SQL Server Reporting Services and Electronic Reporting (ER) or Business Documents are necessary as well. As a result, adapting reports to customers’ specific needs and design specifications involves a lot of effort and expense.

Solution

The extension packages dox42 for Finance and Operations and dox42 AX allow document generation with dox42 that is seamlessly integrated. This enables users for individual and intuitive adaption of new or already existing reports in Microsoft Office, with full use of Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance and Operations data, security and business logic. These dox42-based reports can be selected in Microsoft Dynamics 365 for Finance and Operations and Microsoft Dynamics AX as usual, without any necessary changes. Therefore, dox42 complements Microsoft Dynamics 365 for Finance and Operations and Microsoft Dynamics AX standard-reporting system with the possibility of time- and cost-efficient report creation.

Intuitive Report Creation

dox42 enables individual creation of reports in Microsoft Office:

  • Easy design of reports in Microsoft Office according to the Corporate Design
  • Use drag & drop to add data fields in your reports
  • Embed calculations and charts from Microsoft Excel
  • Use text blocks or constraints

Flexibel and powerful

dox42 offers various options for use in Microsoft Dynamics 365 for Finance and Operations and Microsoft Dynamics AX:

  • Labels, including barcodes and different print orientations
  • Reports with charts and images
  • Data from various data sources, e.g.: SharePoint, CRM or MS Dynamics 365 CE respectively, databases, WebServices, etc.
  • Integrate individual text and text blocks modularly and automatically

Seamless integration

With the dox42 for Finance and Operations and dox42 AX modules dox42 complements the standard reporting system of MS Dynamics 365 FO and MS Dynamics AX for Operations:

  • Continue using already existing Microsoft Dynamics FO and AX reports – if reasonable
  • Create new reports using dox42 – or using SQL Server Reporting Services and Electronic Reporting (ER) or Business Documents
  • Open reports in a familiar course, directly within MS Dynamics 365 FO or MS Dynamics AX
  • Manage templates on your server or directly within SharePoint (Online) – fully integrated with dox42 Server or our SaaS version dox42 Online
  • Great performance for dox42 reports
  • Forms in the language of their recipients, e.g. offers, invoices, delivery orders...
  • position- or customer- specific reports, like delivery notes, finished labels, …

Instead of complex adaptation of reports in MS Dynamics 365 FO or MS Dynamics AX, you can create reports very easily with dox42, with full use of data and business logic of FO and AX!


You would like to see dox42 for Finance and Operations and dox42 AX live in action? Just send us a request!

dox42 for Finance and Operations and dox42 AX are two different products of dox42 partner Solutions Factory:

dox42 AX is a product of Solutions Factory >>

dox42 for operations is a product of Solutions Factory >>

Recording of our Webinar “Intuitive report generation with dox42 seamlessly integrated in Microsoft Dynamics AX” >>


At a glance

  • Seamless integration – no changes for users, familiar report call up
    in MS Dynamics 365 for Finance and Operations and MS Dynamics AX
  • Various capabilities – forms, labels, reports...
  • Intuitive report creation – in Microsoft Office instead of MS Dynamics 265 FO or MS Dynamics AX
  • Saving of time and costs – instead of complex report adaptation
  • Cloud only, hybrid or on premise – dox42 Server or dox42 online, you get to decide

dox42 for Operations
dox42SAP Datasource


Case Study dox42 at CCL Label GmbH