dox42 for D365 FO | Dynamics AX


Powerful document automation with dox42 for D365 FO | Dynamics AX.
Design report templates in Microsoft Word, Excel and PowerPoint and generate customer-centric documents like offers, invoices, delivery notes, pre-printed labels and many more automatically and directly from Dynamics 365 for Finance and Operations or AX.



Intuitive report creation

Intuitive report creation

Create complex, detailed report templates with D365 FO | Dynamics AX business logic with Microsoft Word, Excel and PowerPoint functionalities. Call up reports in the familiar D365 FO | Dynamics AX interface. Easy to navigate for business users and adjustable at any time without programming.

Intelligent and high quality reports

Intelligent and high quality reports

Simplify the generation and distribution of customer-specific documents, such as delivery notes, pre-printed labels, offers, invoices and many more. Integrate dynamic tables and diagrams, images, bar codes, text modules, conditions, subtotals and calculations.

Seamless system integration

Seamless system integration

Combine dox42 for D365 FO | Dynamics AX with other data sources like D365 CE | Dynamics CRM, D365 BC | Dynamics NAV, Microsoft SharePoint, SQL, SAP, web services and more. dox42 also fully integrates with Microsoft PowerApps, Teams and workflow solutions, including FireStart, Microsoft Power Automate, Nintex, K2 or others.

Save time and costs

Save time and costs

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

Various output options

Various output options

Output PDF, Microsoft Word, Excel, PowerPoint, save in Microsoft SharePoint including metadata and Teams, send by email, sign electronically, HTML or even print. The choice is yours with dox42 document generation - all common output formats are supported.

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.



dox42 Document Generation for D365 FO | Dynamics AX

Design documents in Microsoft Word, Excel and PowerPoint

Document design in Microsoft Word, Excel and PowerPoint


With dox42 you individualize new or already existing reports in Microsoft 365 Office, no matter how complex they are. With the dox42 Add-Ins, you set up and integrate conditions, repeated sections, dynamic tables, bar codes, calculations, images, text blocks, sub-documents and other elements within Microsoft Word, Excel and PowerPoint. You insert dox42 data fields with drag and drop, move them flexibly to the desired position and layout the document with the familiar Microsoft 365 Office functionalities.

 

dox42 document automation in Dynamics 365 for Finance and Operations

Report generation directly in D365 FO | Dynamics AX


Trigger document generation directly from D365 FO | Dynamics AX and define which reports should still be generated by the standard and which by dox42. You remain flexible with our integration. With dox42, you can thus automate document generation easily and intuitively. dox42 for Dynamics 365 for Finance and Operations adds a dox42 package to D365 FO, which contains all the integration components needed to seamlessly create documents directly from the Dynamics 365 web client. You either install the deployable package or the source code.

 

Create and generate documents without programming

No-code report creation


No programming skills in D365 FO | Dynamics AX, or expert skills in SSRS and ER are needed to adapt reports. With dox42 you design and integrate reports with the full use of D365 FO | Dynamics AX data, security and business logic effortlessly. dox42 for Dynamics 365 for Finance and Operations is a supplementary package for dox42, which consists of two custom data sources:

  • D365 FO Report, which uses data from standard SSRS reports
  • D365 FO Entity, which uses data from the OData API
You integrate all data sources within the dox42 Datamap Designer in Microsoft Word, Excel and PowerPoint without any programming. dox42 for D365 FO | Dynamics AX are developed together with of our partner Solutions Factory.

 

Design documents with tables, diagrams, images, bar codes and much more

Powerful design possibilities


Integrate dynamic tables and diagrams, images, bar codes, text modules, conditions and calculations into your reports. Realize the full potential of your data by combining your D365 FO | Dynamics AX data with other data sources such as D365 CE | Dynamics CRM, D365 BC | Dynamics NAV, Microsoft SharePoint, SAP, SQL, WebService, XML/JSON and more. With dox42, you can easily adapt your report design and data integration without programming at any time.

 

Generate documents in various output formats

Flexible output options


Generate reports individually or in batches as Microsoft Word, Excel, PowerPoint, PDF, PDF/A, PDF Forms, HTML, .msg or any other file type. Save to Microsoft SharePoint or any other document management system, print, add electronic signatures or send emails – everything is possible, dox42 supports all common output formats. With dox42 for Dynamics 365 for Finance and Operations, you effortlessly automate the generation and distribution of customer-specific documents, such as delivery bills, pre-printed labels, quotations, invoices and much more.

 

dox42 Server on-premises or dox42 Online

On-premises, hybrid or pure cloud


Whether you want to realize an on-premises, hybrid or pure cloud scenario – the choice is yours with dox42. With dox42 Online, you are using all dox42 server functionalities as Software as a Service. Completely impersonated with authentication through Azure Active Directory using the permissions of the logged-in Microsoft user. Also, dox42 Online does not save any data and uses end-to-end encryption. When using dox42 Online a new Azure AD app registration is necessary. You configure and connect your dox42 Online instance to AD in a separate dox42 management interface.

 


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