Resources - Videos, Sample Templates, Tutorials

Tutorialvideo

Document Automation with dox42

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

LIVE Demo

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

CE / CRM, MS Teams, SharePoint, Workflow

Tutorialvideo

My first dox42 document

Add-In (Word, Excel, PP)

Tutorialvideo

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

Add-In (Word, Excel, PP)

LIVE Demo

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

CE / CRM, SharePoint

Tutorialvideo

#dox42class of the brand-new dox42 SharePoint Online App SP;;

MS Teams, SharePoint

Tutorialvideo

dox42 D365 CE Pop-up Integration class | #dox42class

CE / CRM

Referencevideo

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

CE / CRM, Workflow, XML / JSON

Event

Power Automate Summit & Power Apps Developer Summit | 5/19/2023 - 5/20/2023

Event

South Coast User Group Meetup with dox42| 3/7/2023

Event

mbuf Jahreskongress 2023 | 6/19/2023 - 6/21/2023

More information coming soon

Event

Scottish Summit On Tour 2023| 8/5/2023

More information coming soon

Event

ESPC - European SharePoint, Office 365 & Azure Conference with dox42 | 11/27/2023 - 11/30/2023

Event

dox42 at South Coast Summit | 10/13/2023 - 10/14/2023

Event

dox42 at Days of Knowledge Central | 5/24/2023 - 5/25/2023

Event

European Power Platform Conference with dox42 | 6/21/2023 - 6/22/2023

Event

Techorama with dox42 Session | 5/16/2023 - 5/17/2023

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

Event

dox42 at Days of Knowledge Nordic | 6/1/2023 - 6/2/2023

Event

Portal Systems Dialog IV| 5/11/2023

More information coming soon

Event

corner4 Knowledge Days with dox42 | 5/11/2023 - 5/12/2023

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

Event

D365 Finance & Supply Chain Summit| 3/11/2023

Event

Dynamics 365 Customer Experience Summit 2023| 6/24/2023

More information coming soon

Event

Re:connect Cegeka Customer Day| 3/9/2023

Event

European Collaboration Summit with dox42 | 5/23/2023 - 5/24/2023

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

Event

Nordic Summit with dox42 | 9/23/2023

Tutorialvideo

dox42 Class Excel Update with Version 4.6

Add-In (Word, Excel, PP), FO / AX

Tutorialvideo

dox42 Class of Output Configuration in Business Central

BC / NAV

Documentation

dox42 Enterprise Add-In

PDF

Add-In (Word, Excel, PP)

Webinar Recording

ESPC Webinar: Let’s (Power) Automate all your M365 & D365 documents with one click or Flow

Details

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

Eventvideo

dox42 Experts Day 2022

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

Tutorialvideo

dox42class of version 4.5 - Automated Ranges, Exchange Online E-Mails, SharePoint Certificate Connection, MSAL Authentication, ReturnSavedFileInfo Parameter

Add-In (Word, Excel, PP), BC / NAV, CE / CRM, FO / AX, SharePoint, Workflow

Webinar Recording

Dokumente aus Dynamics 365 erstellen, verwalten und unterschreiben

BC / NAV, CE / CRM, FO / AX

LIVE Demo

Creating Automated Sales Presentations by Justin Short, Synergi

Webinar Recording

Implementing a digital solution for HR documents in just 10 days - Success Story easyJet, dox42 & Skribble

LIVE Demo

Let's (Power) Automate all your documents with dox42 @ Power Apps Developer Bootcamp

Referencevideo

netgo: Digital Workplace Services: Managed M365 dox42

Tutorialvideo

#dox42class: Management UI (MAUI) | Introduction to the new dox42 Management Interface

LIVE Demo

No more SSRS, ER or Copy/Paste to generate your D365 FO reports

FO / AX, MS Teams

Webinar Recording

Individuelle Dokumente aus D365? So einfach automatisieren Sie Prozesse rund um Dokumentenerstellung

Documentation

dox42 Server Documentation

PDF

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

Webinar Recording

Digitalizing enterprise finance processes with Low Code – The success story of Merck, dox42 & Nintex

Documentation

SharePoint Documentation SP;;

PDF

SharePoint

LIVE Demo

Let's (Power) Automate all your D365 documents with dox42 | Session at DynamicsCon 2022

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

LIVE Demo

Helion E-Commerce Platform loves dox42 Document Automation | Session at dox42 Booth, ECS 2021

LIVE Demo

9altitudes Document Management – Creating & Generating documents with dox42 | Session at dox42 Booth, ECS 2021

FO / AX

LIVE Demo

Easy Offer Generation at netgo powered by dox42 | Session at dox42 Booth, ECS 2021

MS Teams

LIVE Demo

dox42 and Skribble Integration at easyJet | Session at dox42 Booth, ECS 2021

LIVE Demo

Document Generation with Nintex & dox42–Use Case of Covid Vaccination Certificates at Canton du Jura SP;;

SharePoint, Workflow

Documentation

dox42 D365 CE | CRM Documentation

PDF

CE / CRM

Tutorialvideo

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

CE / CRM

LIVE Demo

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

BC / NAV

LIVE Demo

Revolution im Angebotsprozess! So gewinnt msg-group mit dox42 und Dynamics 365 CE unterschriebene Kundenaufträge mit nur einem Klick

CE / CRM

Documentation

dox42 D365 FO Documentation

PDF

FO / AX

Webinar Recording

Vertragserstellung leicht gemacht - integriert in M365 mit d.velop contracts for Microsoft 365 und dox42

Documentation

dox42 D365 BC Online Documentation

PDF

BC / NAV

Referencevideo

FactTracker: Einfaches Erfassen von Faktensammlungen & dox42 Dokumentenautomation. Success Story Gleiss Lutz by nteam

LIVE Demo

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

Documentation

dox42 AX Documentation

PDF

FO / AX

LIVE Demo

Powerful Report & Document Automation in D365 FO with dox42

FO / AX

LIVE Demo

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

LIVE Demo

Powerful Document Automation from D365 CE with dox42

CE / CRM

Webinar Recording

Automatisierte Berichte und Dokumente aus Dynamics 365 for Finance and Operations | Rödl & Partner und dox42

FO / AX

LIVE Demo

Powerful document automation in d.velop documents by dox42

Tutorialvideo

#dox42class of Power Automate (Premium & Custom Connector)

Workflow

Documentation

dox42 Power Automate Connector Documentation

PDF

CE / CRM, MS Teams, SharePoint, Workflow

Tutorialvideo

Effizienter arbeiten: Software automatisiert Copy / Paste-Prozesse | Digital World | Welt der Wunder

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

Webinar Recording

Die Brandschutzbegehung der Zukunft

Webinar Recording

Powerful document generation for Dynamics GP

Details

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

Webinar Recording

So nutzen Sie die volle Power von dox42 in d.velop documents und d.3ecm

Referencevideo

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

SAP

Tutorialvideo

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

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

Referencevideo

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

CE / CRM, SharePoint

Webinar Recording

Individuelle & einheitliche Kundendokumente auf Knopfdruck – so macht es Born Consulting und gewinnt dabei viel Zeit

XML / JSON

Webinar Recording

Dokumente intelligent automatisieren & integrieren. Microsoft F&O meets dox42

FO / AX

Webinar Recording

Wie Automatisierung die Versicherungsbranche sicherer & einfacher macht

CE / CRM, SharePoint, Workflow

Webinar Recording

Machen Sie mehr aus Ihrem Dokumentenmanagement mit Shareflex und dox42 SP;;

SharePoint

Eventvideo

dox42 sends Christmas Greetings

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

Referencevideo

Gleiss Lutz uses dox42 SP;;

SharePoint

Sample Templates

SAP Mitarbeiter Formular | Level: Einsteiger

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

LIVE Demo

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

CE / CRM, MS Teams, SharePoint, Workflow

Tutorialvideo

#dox42class of the brand new dox42 Server Designer

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

Tutorialvideo

#dox42class of "How to quickly demo dox42"

Add-In (Word, Excel, PP)

Eventvideo

SwissPropTech presents new member dox42

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

Webinar Recording

Endlich dem Abrechnungswahnsinn entkommen!

CE / CRM

LIVE Demo

Leistungsstarke Dokumentengenerierung für D365 CE, FO, BC, Teams, SharePoint

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

Webinar Recording

Aussagekräftige Dokumente per Chatbot generieren - Schaffen Sie schnell und einfach echten Mehrwert

MS Teams

Referencevideo

Baumit uses dox42: 3 main advantages

FO / AX

Tutorialvideo

#dox42class of SharePoint Data Source - Advanced SP;;

MS Teams, SharePoint

Tutorialvideo

#dox42class of Power Automate (Legacy Custom Connector)

Workflow

LIVE Demo

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

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

LIVE Demo

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

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

Tutorialvideo

#dox42class of text block integrations

Add-In (Word, Excel, PP)

Webinar Recording

Swiss QR Invoice Let's get ready for it

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

Referencevideo

dox42 fits perfectly into the IT landscape of Funk Switzerland

CE / CRM, MS Teams, SharePoint, Workflow

Webinar Recording

Individuelle Dokumente vollautomatisch in O365, D365, PowerAutomate erstellen

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

Tutorialvideo

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

Add-In (Word, Excel, PP)

Tutorialvideo

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

Add-In (Word, Excel, PP)

Tutorialvideo

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

Add-In (Word, Excel, PP)

Webinar Recording

Digital Document Collaboration: Automatisierte Dokumentengenerierung aus SP | CRM | dox42 | Teams

CE / CRM, MS Teams, SharePoint

Tutorialvideo

#dox42class of the dox42 SharePoint App Configuration SP;;

MS Teams, SharePoint

Webinar Recording

dox42 meets SAP Fiori for HCM - Automatisierung von Personaldokumenten mit dox42 und SAP HCM

SAP

Webinar Recording

Tschüss Copy-Paste: Dynamics 365 CE Dokumente automatisch erstellen

CE / CRM, SharePoint, Workflow

Tutorialvideo

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

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

Webinar Recording

Individuelle Dokumente aus Dynamics 365? Das Beste aus D365 CE/FO/BC, MS Teams, SharePoint

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

Tutorialvideo

#dox42class of how to calculate dox42 Return on Investment

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

Tutorialvideo

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

CE / CRM, MS Teams, SharePoint, Workflow

LIVE Demo

Powerful Document Automation for Microsoft D365 Business Central

BC / NAV

Webinar Recording

Powerful document automation with D365 FO, Office365 & dox42

FO / AX

Webinar Recording

Schöne Dokumente zum Anfassen, auch im Digital Workplace

CE / CRM, SharePoint, Workflow

LIVE Demo

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

CE / CRM, MS Teams, SharePoint, Workflow

Referencevideo

How is dox42 used at ALPLA?

FO / AX, SAP, SharePoint, Workflow

Referencevideo

dox42 im Einsatz bei Greiner AG SP;;

SharePoint

Documents 4 Everyone - Christian Bauer

Eventvideo

dox42 at European SharePoint Conference 2019 in Prague

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

Eventvideo

ESPC 2019 - Zusammenfassung Tag 1 SP;;

SharePoint, Workflow

Webinar Recording

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

SAP, Workflow

Webinar Recording

Create documents that add value from MS Flow/Power Automate

CE / CRM, SharePoint, Workflow

Webinar Recording

The 10 Commandments of Business Process Automation

CE / CRM, SharePoint, Workflow

Webinar Recording

Powerful Document Automation. Nutzen Sie die volle Power von Office 365 mit dox42 & Flow

CE / CRM, SharePoint, Workflow

Referencevideo

Marco Schmucker, Lead Consultant at Alight, about dox42

CE / CRM, MS Teams, SharePoint, Workflow

Referencevideo

Henning Eiben, VTE and CEO at Busitec, about dox42

CE / CRM, MS Teams, SharePoint, Workflow

Webinar Recording

D365 for Finance and Operations mit Office 365 verheiraten. Dreamteam für Ihre Dokumentengenerierung

FO / AX

Webinar Recording

Document Generation in D365 and MS Flow

CE / CRM, MS Teams, SharePoint, Workflow

Webinar Recording

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

CE / CRM, SharePoint, Workflow

Referencevideo

"Eine fantastische Möglichkeit, sehr einfach und schnell Verträge mit dox42 zu erstellen"

SQL

Webinar Recording

dox42 Online – Dokumente, Mails uvm jetzt auch in der Cloud generieren

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

Tutorialvideo

Generating dynamic PowerPoint presentations through SharePoint SP;;

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

Documentation

dox42 AFS Integration (in German)

PDF

Webinar Recording

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

SharePoint

Tutorialvideo

Angebote aus D365/CRM und SharePoint

CE / CRM, SharePoint, Workflow

Webinar Recording

Output Management mit dox42 SP;;

SharePoint

Referencevideo

"dox42, das österreichische Taschenmesser im Outputmanagement"

Workflow, XML / JSON

Webinar Recording

Data Privacy mit dox42 & compMS - Einfache und schnelle DSGVO Reportings SP;;

SharePoint

Webinar Recording

Secure Document Generation in the Cloud with dox42 and Azure AD SP;;

SharePoint

Tutorialvideo

Generating Bulk Letter out of a SharePoint list SP;;

SharePoint

Referencevideo

„...sehr schnell das hohe Kosteneinsparungspotenzial gesehen“

SQL, XML / JSON

Webinar Recording

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

SharePoint

Tutorialvideo

Health Report

Add-In (Word, Excel, PP)

Referencevideo

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

BC / NAV

Office 365 next level Security: Web Service Impersonation in AzureAD

Details

Referencevideo

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

Workflow

Referencevideo

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

SharePoint, Workflow

Referencevideo

"...perfekte Ergänzung unseres Produktportfolios"

Eventvideo

Greetings from dox42 at the European SharePoint Conferene in Dublin

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

Webinar Recording

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

SAP, SharePoint, Workflow

Webinar Recording

Online Geschäftsprozesse: Formular ausfüllen - Dokument generieren - Geschäft abschließen

Tutorialvideo

Intuitive Report Design for Dynamics 365 for Operations

FO / AX

Webinar Recording

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

SAP, SharePoint

Webinar Recording

Mehr Effizienz im Vertragsmanagement - schnell und einfach mit pscContract und dox42 SP;;

SharePoint

Sample Templates

Employee Contract | Level: First-time user

Add-In (Word, Excel, PP)

Webinar Recording

Digitalisierung? Na klar! Und welche Schritte setzen Sie?

Workflow

Documentation

dox42 SAP Documentation

PDF

SAP

Sample Templates

dox42 Overview Presentation | Level: First-time user

Add-In (Word, Excel, PP)

Documentation

dox42 LIVE Documentation

PDF

SQL

Documentation

dox42 DocuSign Action Documentation

PDF

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

Webinar Recording

dox42 NAV Document Creator

BC / NAV

Webinar Recording

SharePoint and Document Automation SP;;

MS Teams, SharePoint

Webinar Recording

Dokumente automatisiert erstellen & revisionssicher archivieren - Zusammenspiel von dox42 und d.3ecm SP;;

SharePoint

Webinar Recording

Intelligente Checklisten - mit Smartphone oder Tablet immer dabei!

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

LIVE Demo

Dokumente aus ERP-Daten mit dox42 und MS Dynamics NAV

BC / NAV

Tutorialvideo

Creating automated documents with text modules using dox42

Add-In (Word, Excel, PP)

Webinar Recording

Intuitive document generation with dox42 integrated in MS Dynamics AX

FO / AX

Solutions Factory & dox42

Details

Mehr Effizienz im Vertragsmanagement

Documentation

Alpin | dox42 App for d.velop documents

Tutorialvideo

dox42 Version 3.5 - Generate PowerPoint Slides automatically

Add-In (Word, Excel, PP)

FWI & dox42

Details

Nintex & dox42

Details

Yukon Daylight & dox42

Webinar Recording

Intuitive Berichtsgestaltung mit dox42 nahtlos integriert in Microsoft Dynamics AX

FO / AX

Dokumente intelligent generieren in Microsoft Dynamics NAV mit dox42

Tutorialvideo

Interview Dokumenten-Automation

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

Automatisierte Dokumente aus SharePoint, MatchPoint, SAP, CRM

Documentation

dox42 SalesForce Integration | Documentation

PDF

Documentation

dox42 DigitalSigning Skribble Action | Documentation

PDF

Webinar Recording

SAP Daten in Dokumente integrieren mit dox42

SAP

Documentation

Custom Data Source | How To

PDF

Webinar Recording

Mitarbeitereintritt mit Nintex Workflow & dox42 Marco Schmucker (Alegri)

Workflow

SharePoint as a Business Platform Why, What and How? – No Code

Sample Templates

Order confirmation | Level: First-time user

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

Sample Templates

Travel ticket | Level: First-time user

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

Sample Templates

School report | Level: Advanced

Add-In (Word, Excel, PP)

Sample Templates

Mobile Invoice | Level: Advanced

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

Sample Templates

Event ticket | Level: Advanced

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

Sample Templates

Sales report | Level: Advanced

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

Sample Templates

GDPR Subject Access Request | Level: Advanced

Add-In (Word, Excel, PP)

Sample Templates

Solar subsidy | Level: Advanced

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

Sample Templates

D365/CRM Sales Quote | Level: Advanced

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

Sample Templates

Labels | Level: Advanced

Add-In (Word, Excel, PP)

Sample Templates

Investment Proposition | Level: Advanced

Add-In (Word, Excel, PP)

Sample Templates

Health report | Level: Expert

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

Prozessautomation in Zeiten von schmalen Budgets und wandelnden Anforderungen

dox42 und Nintex, so kann man sich ergänzen

Mut zum Ändern

Eventvideo

dox42 Wordrap

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

LIVE Demo

Keynote - dox42day

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

Ein sicherer Partner

dox42 im Projekt Merlin

Immobilienbewertung mit dox42 und Excel

Elektronische Signaturen mit PrimeSign und dox42

Eventvideo

Event Video dox42 day

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

Fischereipatent und Mehr

Tutorialvideo

Order Confirmation

Add-In (Word, Excel, PP)

Generating Bulk Letter out of a SharePoint list

dox42 - Automate Documents, Integrate Data

dox42 Resources

dox42 News

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