Automatically generate documents like quotes, sales presentations, emails or reports with dox42 document automation. Design your templates in Microsoft Word, Excel and PowerPoint, and integrate data from all Dynamics CRM entities and other data sources. Generate your documents securely in the cloud, in a hybrid scenario or on premise.
System Requirements
Design your document templates with the dox42 Office Add-ins in Microsoft Word, Excel and PowerPoint fast and easy. You can start from scratch or with existing documents. The drag & drop functionality allows you to insert dox42 data fields flexibly on the desired position in the document and the layout is done with the familiar Microsoft Office functionalities. Your templates are complex? No problem! The set-up and integration of conditions, repeated sections, dynamic tables, bar codes, calculations, images, text blocks, sub documents or others is done effortlessly.
With the dox42 datamap designer you integrate your data sources without programing. The Dynamics 365 CE (Customer Engagement) | Dynamics CRM data source allows a direct connection to standard and custom entities of all your Dynamics 365 apps, including Dynamics Field Service, Sales, Marketing and Customer Service. Choose your data fields with our comfortable selection designer or via fetch XML.
Take advantage of the possibility to integrate multiple data sources into your documents. dox42 automatically manages the dependencies between all data. Realize the full potential of dox42 by combining various data sources such as D365 FO, D365 BC, Microsoft SharePoint, SQL, WebService, Microsoft Excel, XML/JSON, SAP or Custom.
Generate documents individually or in batch as Word, PDF, PDF/A, PDF Forms, Excel, PowerPoint, HMTL, .msg, etc… files. Save documents including metadata to Microsoft SharePoint (Online or OnPremise), as attachment to a Dynamics CRM entity or store them in any document management or archiving system. The possibilities of printing, adding electronic signatures, sending your D365 documents via email or creating .msg files are just a few more of the many dox42 output options.
When generating, dox42 runs the defined query and automatically integrates the data into your documents. It's up to you, how to generate your document: With the dox42 Add-ins or via the dox42 Server - on premise or in the cloud. With dox42 Online all dox42 Server functionalities are available as Software As a Service. Generate your Dynamics 365 documents in a pure cloud scenario with it! The authentication is done via Azure Active Directory, using the permissions of the logged in Microsoft user. Also, dox42 Online doesn’t store any data and uses end-to-end encryption.
The dox42 Server integrates document generation fully automated into your processes. The server is called via a web service interface with REST and SOAP. This flexible interface allows you to call dox42 documents from any application. So, next to a generation from your Dynamics 365 interface, you can also generate your documents for example from Microsoft Power Apps or Microsoft Teams. dox42 also integrates with any workflow solution, e.g. FireStart, Microsoft Power Automate, Nintex, K2 or others.