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.
dox42 in Practice
Why do Dynamics 365 customers decide to work with dox42?
Template Design in Microsoft Word, Excel, PowerPoint
Let business users create complex, detailed document templates by themselves – as they are already used to work with Microsoft 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. The choice is yours, dox42 supports all common output formats.
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
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 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
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.
How does dox42 work?
Step 1: Design templates in Microsoft Office
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.
Step 2: Integrate data with a no-code approach
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.
Step 3: Generate documents directly from D365 Finance and Operations
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.
"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
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"dox42 is the preferred document generation tool of the Dynamics community" – Raz Dynamics, President of D365 Dynamics Saturdays, Microsoft MVP