Integrate data from Microsoft® Dynamics CRM into documents

MS Dynamics CRM - Integrate data from Microsoft® Dynamics CRM into documents.

Fast access to data - without programming

With dox42 you can integrate data from Microsoft® Dynamics CRM fast and easily into automated documents.

Combination of various data sources 

Take the full advantage of the possibility to integrate multiple data sources into your document. dox42 automatically manages the dependencies between all data. Realize the full potential of dox42 by combining various data sources (Database, WebService, Microsoft® Excel, SharePoint, XML/JSON, SAP or Custom).

Design your templates in Microsoft® Office

As soon as the data source is configured in the MS Dynamics CRM Data Source Mask, you design templates with the dox42 Office Add-Ins conveniently in Microsoft® Word, Microsoft® Excel or Microsoft® PowerPoint. Certainly you can start with existing Word or Excel documents to build templates.

Generate documents locally or server-based

When generating, dox42 runs the defined query and automatically integrates the data into the documents. It's up to you, how to generate your document. Use the same template to generate on the dox42 Server or directly from the dox42 Add-Ins.

"dox42 gives us incredible creative variety"

Dominik Berneker

Dominik Berneker

Head IT / IT projects

At a glance

  • Access data from MS Dynamics CRM Online or on-Premise
  • Integrate Microsoft Dynamics CRM data into your documents easily
  • Use data from multiple sources in one document (Database, WebService, Microsoft® Excel, SharePoint, XML/JSON, SAP or Custom)

dox42DynamicsCRM Datasource

Here's how it works...

The sample template "Sales Quote" shows you how to easily integrate data from Microsoft Dynamics CRM into your documents.