Report Generation in Microsoft Dynamics 365 BC
Report automation made easy. Generate high-quality and personalized documents from Dynamics 365 Business Central.
You can easily create and edit your reports in Microsoft Word, Excel and PowerPoint with a no-code approach. Send, print and archive Sales & Purchase documents, as well as Finance reports and statistics with just a click of a button.
Save valuable time to concentrate on your key competences again - extensive designs with Microsoft RDLC Report Designer are no longer needed.
dox42 in Practice
Why do our customers decide to go with dox42 in D3635 Business Central?
Template Design in Word, Excel, PowerPoint
Let business users create complex, detailed document templates by themselves – as they are already used to work with MS Word, Excel and PowerPoint. The data is inserted via drag & drop and templates can easily be designed in corporate design.
Output Formats
PDF, MS Office, Word, Excel, PowerPoint, saving directly to SharePoint or sending as an E-Mail, HTML or Print from Dynamics Business Central | NAV. The choice is yours, dox42 supports all common output formats.
Be able to react quickly
Thanks to the template design in MS Word, Excel, PowerPoint you can realize a change quickly without any hassle. So you can seize your opportunities on the market and react in time to legal changes.
Intelligent and high quality documents
Integrate dynamic tables and diagrams, pictures, bar codes, text modules, conditions and calculations. With dox42 you can easily adapt your documents yourself at any time without programming.
Flexible System Integration
Link data and documents across platforms from various systems, such as SharePoint, Microsoft Teams, Microsoft Dynamics 365, Power Automate or any other system. Take your collaboration and digitalization to a new level. Whether on-premise or in the cloud, you decide!
Save tons of time
Document generation in Business Central | NAV using dox42 you will get rid of tedious copy-pasting and RDLC report programing. Make better use of your resources and concentrate on the tasks at hand.
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How does dox42 Document Automation work in D365 Business Central?
Step 1: Design reports in Microsoft Word, Excel & PowerPoint
Easily design report templates in Microsoft Word, Excel and PowerPoint, add or move data fields by drag & drop and simultaneously connect to different systems. Your individual document generation starts with designing reports in Microsoft Office. You can also generate your reports locally to test.
Step 2: Integrate BC tables, report data & add further data sources
Configure your data sources such as Dynamics 365 CE, Dynamics 365 FSCM/FO and Business Central, SharePoint, SAP, SQL, WebService, XML/JSON and more within our DataMap Designer - all without any programming. dox42 can also be integrated in Microsoft Dynamics Navision (NAV).
Step 3: Choose your report output
dox42 offers flexible output options for every scenario. Preview, save to SharePoint or any other archiving system, digitally sign with DocuSign, send by E-Mail, print directly from Dynamics 365 Business Central and many more - dox42 supports all common output functionalities and can be extended easily.
"Powerful Document Automation for Microsoft D365 Business Central"
dox42 is global sponsor and member of the Dynamic Communities and Power Community & Microsoft 365 Saturday
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"dox42 is the preferred document generation tool of the Dynamics community" – Raz Dynamics, President of D365 Dynamics Saturdays, Microsoft MVP