dox42 Resources

Type
Technology

Tutorialvideo

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Document Automation with dox42

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

Add-In (Word, Excel, PP), BC / NAV, CE / CRM, FO / AX, MS Teams, SAP, SharePoint, SQL, Workflow, XML / JSON

LIVE Demo

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Galactic Document Automation in MS 365, SharePoint, PowerAutomate, Dynamics & beyond | Galactic Summit 2020

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, MS Teams, SharePoint, Workflow

Tutorialvideo

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My first dox42 document

Add-In (Word, Excel, PP)

Tutorialvideo

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#dox42class of the Word Add-In: from Zero to Hero with dox42

Add-In (Word, Excel, PP)

LIVE Demo

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Powerful Document Automation for Dynamics 365, Microsoft 365, Teams, PowerPlatform –incl.Customer Case FRASER Yachts

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, SharePoint

Tutorialvideo

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#dox42class of the brand-new dox42 SharePoint Online App

SP;;

MS Teams, SharePoint

Tutorialvideo

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#dox42class of the simple Dynamics integration: New dox42 D365 CE / Dynamics CRM Solution

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;

CE / CRM

Referencevideo

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"...significantly increase our efficiency with dox42."

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;

CE / CRM, Workflow, XML / JSON

LIVE Demo

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Powerful Document Automation for Business Central - Dynamics 365 Bootcamp Power Community dox42

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;

BC / NAV

LIVE Demo

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Hit your limits with D365 document generation? How to extend base capabilities, across the Microsoft Cloud & beyond. Live Demo with Proximo3

Documentation

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dox42 DigitalSigning Skribble Action | Documentation

Documentation

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dox42 SalesForce Integration | Documentation

LIVE Demo

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Powerful Report & Document Automation in D365 FO with dox42

D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;

FO / AX

LIVE Demo

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Let's Power Automate all your D365 and M365 documents with dox42

LIVE Demo

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Powerful Document Automation from D365 CE with dox42

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;

CE / CRM

LIVE Demo

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Powerful document automation in d.velop documents by dox42

Tutorialvideo

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#dox42class of Power Automate Premium Connector

Workflow

Documentation

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dox42 Power Automate Connector Documentation

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, MS Teams, SharePoint, Workflow

Webinar Recording

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Powerful document generation for Dynamics GP

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;

BC / NAV, CE / CRM, FO / AX, SQL

Referencevideo

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By using dox42, we can save a lot of resources and costs | Land Salzburg

SAP

Tutorialvideo

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#dox42class of Visualizer, AAD Login & dynamic bookmarks (V4.3)

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

Add-In (Word, Excel, PP), BC / NAV, CE / CRM, FO / AX, MS Teams, SAP, SharePoint, SQL, Workflow, XML / JSON

Referencevideo

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High Quality Documents from Dynamics 365 - with LIVE DEMO | FRASER Yachts

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, SharePoint

Eventvideo

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dox42 sends Christmas Greetings

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

Add-In (Word, Excel, PP), BC / NAV, CE / CRM, FO / AX, MS Teams, SAP, SharePoint, SQL, Workflow, XML / JSON

Referencevideo

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Gleiss Lutz uses dox42

SP;;

SharePoint

LIVE Demo

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L’automatisation de la génération documentaire pour Power Platform et Dynamics (Session in French)

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, MS Teams, SharePoint, Workflow

Tutorialvideo

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#dox42class of the brand new dox42 Server Designer

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

Add-In (Word, Excel, PP), BC / NAV, CE / CRM, FO / AX, MS Teams, SAP, SharePoint, SQL, Workflow, XML / JSON

Tutorialvideo

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#dox42class of "How to quickly demo dox42"

Add-In (Word, Excel, PP)

Eventvideo

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SwissPropTech presents new member dox42

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

Add-In (Word, Excel, PP), BC / NAV, CE / CRM, FO / AX, MS Teams, SAP, SharePoint, SQL, Workflow, XML / JSON

Referencevideo

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Baumit uses dox42: 3 main advantages

D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;

FO / AX

Tutorialvideo

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#dox42class of SharePoint Data Source - Advanced

SP;;

MS Teams, SharePoint

Tutorialvideo

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#dox42class of Power Automate

Workflow

LIVE Demo

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One for All: Powerful Document Automation for D365 CE|FO|BC, MS 365, Teams, PowerAutomate

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

BC / NAV, CE / CRM, FO / AX, MS Teams, SharePoint, Workflow

LIVE Demo

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Powerful Document Automation for D365, Microsoft 365, Teams, PowerPlatform

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

BC / NAV, CE / CRM, FO / AX, MS Teams, SharePoint, Workflow

Tutorialvideo

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#dox42class of text block integrations

Add-In (Word, Excel, PP)

Webinar Recording

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Swiss QR Invoice Let's get ready for it

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

Add-In (Word, Excel, PP), BC / NAV, CE / CRM, FO / AX, MS Teams, SAP, SharePoint, SQL, Workflow, XML / JSON

Referencevideo

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dox42 fits perfectly into the IT landscape of Funk Switzerland

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, MS Teams, SharePoint, Workflow

Tutorialvideo

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#dox42class of the Group Calculator: Enrich your data with SUM, AVG, Groups, ROW, COUNT, MIN and MAX

Add-In (Word, Excel, PP)

Tutorialvideo

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#dox42class of the Excel Add-In: from Zero to Hero with dox42

Add-In (Word, Excel, PP)

Tutorialvideo

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#dox42class of the PowerPoint Add-In: from Zero to Hero with dox42

Add-In (Word, Excel, PP)

Tutorialvideo

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#dox42class of the dox42 SharePoint App Configuration

SP;;

MS Teams, SharePoint

Tutorialvideo

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#dox42class of manage & automate sales processes - in times of home office

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

Add-In (Word, Excel, PP), BC / NAV, CE / CRM, FO / AX, MS Teams, SAP, SharePoint, SQL, Workflow, XML / JSON

Tutorialvideo

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#dox42class of how to calculate dox42 Return on Investment

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

Add-In (Word, Excel, PP), BC / NAV, CE / CRM, FO / AX, MS Teams, SAP, SharePoint, SQL, Workflow, XML / JSON

Tutorialvideo

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#dox42class of document generation in times of remote work: Collaborate & generate D365 CE documents in MS Teams

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, MS Teams, SharePoint, Workflow

LIVE Demo

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Powerful Document Automation for Microsoft D365 Business Central

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;

BC / NAV

Webinar Recording

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Powerful document automation with D365 FO, Office365 & dox42

D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;

FO / AX

LIVE Demo

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Document automation & collaboration – generate D365 CE documents in MS Teams

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, MS Teams, SharePoint, Workflow

Referencevideo

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How is dox42 used at ALPLA?

D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

FO / AX, SAP, SharePoint, Workflow

Eventvideo

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dox42 at European SharePoint Conference 2019 in Prague

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

Add-In (Word, Excel, PP), BC / NAV, CE / CRM, FO / AX, MS Teams, SAP, SharePoint, SQL, Workflow, XML / JSON

Webinar Recording

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Use the power of SAP and document generation in your cloud workflows

SAP, Workflow

Webinar Recording

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Create documents that add value from MS Flow/Power Automate

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, SharePoint, Workflow

Webinar Recording

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The 10 Commandments of Business Process Automation

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, SharePoint, Workflow

Referencevideo

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Marco Schmucker, Lead Consultant at Alight, about dox42

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, MS Teams, SharePoint, Workflow

Referencevideo

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Henning Eiben, VTE and CEO at Busitec, about dox42

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, MS Teams, SharePoint, Workflow

Webinar Recording

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Document Generation in D365 and MS Flow

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, MS Teams, SharePoint, Workflow

Webinar Recording

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Powerful document automation – the dox42 Xtension for the Nintex Workflow Cloud!

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, SharePoint, Workflow

Tutorialvideo

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Generating dynamic PowerPoint presentations through SharePoint

SP;;

Add-In (Word, Excel, PP), MS Teams, SharePoint

Documentation

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dox42 AFS Integration Documentation

Webinar Recording

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Building advanced documents with skybow Platform and dox42 - in real life at ALPLA intranet

SP;;

SharePoint

Webinar Recording

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Secure Document Generation in the Cloud with dox42 and Azure AD

SP;;

SharePoint

Tutorialvideo

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Generating Bulk Letter out of a SharePoint list

SP;;

SharePoint

Webinar Recording

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Automate GDPR "Right To Be Forgotten" and "Subject Access Request"

SP;;

SharePoint

Tutorialvideo

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Health Report

Add-In (Word, Excel, PP)

Event

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European Collaboration Summit | November 29 - December 1, 2021

SP;;

MS Teams, SharePoint

Event

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dox42 D365 CE Pop-up Integration class | December 15, 2021

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;

CE / CRM

Referencevideo

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"...it`s just a perfect product"

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;

BC / NAV

Referencevideo

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"...we`ve seen great customer success stories with Firestart workflows and dox42"

Workflow

Referencevideo

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"...Break-Even-Point was reached after only four weeks"

SP;;

SharePoint, Workflow

Eventvideo

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Greetings from dox42 at the European SharePoint Conferene in Dublin

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

Add-In (Word, Excel, PP), BC / NAV, CE / CRM, FO / AX, MS Teams, SAP, SharePoint, SQL, Workflow, XML / JSON

Webinar Recording

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Have a Bot doing all the work with SharePoint, SAP and MS Flow

SP;;

SAP, SharePoint, Workflow

Documentation

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SharePoint Documentation

SP;;

SharePoint

Documentation

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dox42 D365 CE | CRM Documentation

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;

CE / CRM

Documentation

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dox42 Server Documentation

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

BC / NAV, CE / CRM, FO / AX, MS Teams, SAP, SharePoint, SQL, Workflow, XML / JSON

Event

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Scottish Summit with dox42 | Feburary 25-26, 2022

Documentation

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MS Power Automate & Logic Apps Documentation

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;SP;;

CE / CRM, MS Teams, SharePoint, Workflow

Tutorialvideo

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Intuitive Report Design for Dynamics 365 for Operations

D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;

FO / AX

Webinar Recording

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SAP integration with SharePoint Online – unleash the power of your SAP data

SP;;

SAP, SharePoint

Documentation

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dox42 D365 FO Documentation

D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;

FO / AX

Sample Templates

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Employee Contract | Level: First-time user

Add-In (Word, Excel, PP)

Documentation

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dox42 AX Documentation

D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;

FO / AX

Documentation

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dox42 SAP Documentation

SAP

Sample Templates

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dox42 Overview Presentation | Level: First-time user

Add-In (Word, Excel, PP)

Documentation

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dox42 LIVE Documentation

SQL

Documentation

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dox42 DocuSign Action Documentation

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;SP;;

BC / NAV, CE / CRM, FO / AX, MS Teams, SAP, SharePoint, SQL, Workflow

Webinar Recording

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dox42 NAV Document Creator

D365BC;Dynamics365BC;Dyn365BC;Dynamics 365 BC;Business Central;BC;

BC / NAV

Event

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European Power Platform Conference | April 6-8, 2022

Webinar Recording

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SharePoint and Document Automation

SP;;

MS Teams, SharePoint

Tutorialvideo

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Creating automated documents with text modules using dox42

Add-In (Word, Excel, PP)

Webinar Recording

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Intuitive document generation with dox42 integrated in MS Dynamics AX

D365FO;Dynamics365FO;Dyn365FO;Dynamics 365 FO;FinOps;Finance and Operations;FO;F&O;

FO / AX

Tutorialvideo

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dox42 Version 3.5 - Generate PowerPoint Slides automatically

Add-In (Word, Excel, PP)

Documentation

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Custom Data Source | How To

Sample Templates

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Order confirmation | Level: First-time user

Add-In (Word, Excel, PP), SQL

Sample Templates

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Travel ticket | Level: First-time user

Add-In (Word, Excel, PP), XML / JSON

Sample Templates

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School report | Level: Advanced

Add-In (Word, Excel, PP)

Sample Templates

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Mobile Invoice | Level: Advanced

Add-In (Word, Excel, PP), XML / JSON

Sample Templates

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Event ticket | Level: Advanced

Add-In (Word, Excel, PP), SQL

Sample Templates

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Sales report | Level: Advanced

Add-In (Word, Excel, PP), SQL

Sample Templates

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GDPR Subject Access Request | Level: Advanced

Add-In (Word, Excel, PP)

Sample Templates

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Solar subsidy | Level: Advanced

Add-In (Word, Excel, PP), XML / JSON

Sample Templates

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D365/CRM Sales Quote | Level: Advanced

D365CE;Dynamics365CE;Dyn365CE;Dynamics 365 CE;Customer Engagement;CE;

Add-In (Word, Excel, PP), CE / CRM

Sample Templates

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Labels | Level: Advanced

Add-In (Word, Excel, PP)

Sample Templates

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Investment Proposition | Level: Advanced

Add-In (Word, Excel, PP)

Sample Templates

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Health report | Level: Expert

Add-In (Word, Excel, PP), SQL

Tutorialvideo

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Order Confirmation

Add-In (Word, Excel, PP)