Automatically generate Reports and Documents from Dynamics 365 for Finance and Operations and AX

With dox42 you can automatically generate Office designed documents in Finance and Operations as well as AX. Instead of spending hours programming, simply work with MS Office Design and dox42 document automation. The document generation for the user is still directly where it has always been: In Dynamics Finance and Operations and AX.

Why do Dynamics 365 customers decide to work with dox42?

Template Design in MS Word, Excel, PowerPoint

Template Design in MS 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

Output Formats

PDF, MS Office, Word, Excel, PowerPoint, saving directly to SharePoint or sending as an E-Mail, HTML or Print. The choice is yours, dox42 supports all common output formats.

Intelligent and high quality documents

Intelligent and high quality documents

Integrate dynamic tables and diagrams, images, bar codes, text modules, conditions, subtotals and calculations. With dox42, you can easily adapt your documents yourself at any time without programming.

Flexible System Integration

Flexible System Integration

Combine dox42 D365 FO with many data sources such as Dynamics CE, BC, SharePoint, MS Teams, PowerAutomate and many more. Take your collaboration and digitalization to a new level. Whether on-premise or in the cloud, you decide!

Save a lot of time

Save a lot of time

Save time, costs and nerves when creating and generating documents. dox42 saves you time-consuming programming with SSRS, ER or tedious copy & paste. Use your resources wisely and concentrate on valuable work, because business users are experts.

ERP and Microsoft Trends

ERP and Microsoft Trends

Rely on the trends in ERP and Microsoft Dynamics: dox42 fits perfectly into the Microsoft Ecosystem due to the flexible connection of different data sources. In D365 FO you can easily access reports and entities.

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How does dox42 work?

Template design in Microsoft Office

Step 1: Design templates in Microsoft  Office

Erstellen Sie Ihre Templates mit dem dox42 Add-In in MS Word, Excel und PowerPoint

Create and edit templates in MS Word, Excel or PowerPoint using the dox42 Add-In and insert Dynamics Finance and Operations and AX data fields by drag and drop. Easily realize complex document automation requirements using conditions and automated ranges.

 

No-Code data integration

Step 2: Integrate data with a no-code approach

This pictures shows the logos of the various data sources to show that with dox42 the combination of various data sources is possible

Configure your Dynamics 365 FO/AX data sources and combine them with others such as Dynamics CE/CRM, BC/NAV, SharePoint, SAP, SQL, WebService, XML/JSON and more within our Data Map Designer with a no-code approach. You can always test your document automation in Office directly.

Document generation directly from Dynamics 365 Finance and Operations

Step 3: Generate documents directly from D365 Finance and Operations

Generate documents from all systems or workflows

Generate documents directly from Dynamics 365 Finance and Operations / AX and define which reports should still be generated by the standard and which by dox42. Our Dynamics 365 Finance and Operations integration lets you choose flexibly.

Choose from various output actions

Step 4: Choose from various output actions

This picture shows the output actions of dox42 and their logos: Microsoft Teams, SharePoint, Word, Excel, PowerPoint, also PDF; Emails, Print, Images, SQL, Custom, DocuSign and various more

Preview or print reports and entity documents in Dynamics 365 Finance and Operations, archive them to SharePoint/Teams or send them out by e-mail automatically.

 

"Powerful document automation with Dynamics365 Finance and Operations, Office 365 and dox42"




dox42 is a member of the D365UG Finance and Operations User Group and Global Sponsor of D365 Saturday Community  


Dynamics 365 UG FO       dox42 is Global Annual Sponsor of Dynamics 365 Saturday Events

"dox42 is the preferred document generation tool of the Dynamics community" – Raz Dynamics, President of D365 Dynamics Saturdays, Microsoft MVP



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