Generate high quality documents in Microsoft D365 CE | Dynamics CRM


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.




Template Design in Microsoft Word, Excel, PowerPoint

Template Design in Microsoft Word, Excel, PowerPoint

Let business users create complex, detailed document templates by themselves – as they are already used to work with Microsoft Word, Excel and PowerPoint. The data is inserted via drag & drop and templates can easily be designed in corporate design.

Secure in the Cloud with dox42

Secure in the Cloud with dox42

Use dox42 Online together with Microsoft-Cloud Applications like Microsoft SharePoint Online or Dynamics 365 completely impersonated as dox42 Online is using the permissions of the logged in Microsoft user. Also dox42 Online doesn’t save any data and uses end-to-end encryption.

High quality D365 CE  documents with one Click

High quality D365 CE documents with one Click

Generate appealing and individual quotes, service reports, sales reports, contracts and all other documents with dynamic tables and diagrams, pictures, bar codes, text modules, conditions and calculations from D365 CE and Dynamics CRM fully automated

Flexible no-code data integration from all systems

Flexible no-code data integration from all systems

Connect the data of all your D365 CE entities easily & without code. Nesting and relationships are supported too by dox42 Dynamics CRM document generation. Also integrate data from Dynamics 365 FO|AX, BC|NAV, SAP, Microsoft SharePoint, Microsoft 365 Office, databases, web services, workflows, and much more.

Various Output Formats

Various Output Formats

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

Eliminate Copy & Paste errors and react faster

Eliminate Copy & Paste errors and react faster

Copy & paste is time-consuming, costly and error-prone. Wrong data in a document or sending it to the wrong recipient is embarrassing and can become expensive. Eliminate this risk, save time with automation and react quickly.

System Requirements


  • Dynamics CRM or D365 Customer Engagemenet (CE), D365 Sales, D365 Field Service, D365 Marketing, D365 Customer Service

  • dox42 Word, Excel, PowerPoint Add-in

  • dox42 Online or dox42 Server


How does dox42 work?

Design document templates in Word/Excel/PowerPoint

Design document templates in Microsoft Word, Excel, PowerPoint



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.

 

Fast access to Dynamics 365 data without programming

Fast access to Dynamics 365 data without programming


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.

 

Combine various data sources

Combine various data sources


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.

 

Flexible Output Options

Flexible Output Options


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.

 

Pure cloud, hybrid or on premise? You decide!

Pure cloud, hybrid or on premise? You decide!


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.

 

Choose your interface or workflow

Choose your interface or workflow


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.

 


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