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Automatically generate offers and reports from Dynamics 365 for Customer Engagement and CRM

Generate appealing and individual quotes, proposals, e-mails and reports from MS D365 CE or CRM with one click - anytime and anywhere



Why automatically generate D365 CE documents with dox42?


  • Generate quotes, service reports, sales reports, proposals, contracts and other documents from D365 for Customer Engagement and Dynamics CRM with just one click
  • Integrate data, images, text blocks, calculations or bar codes
  • Easily design your proposal templates in Microsoft Word, Excel and PowerPoint
  • Integrate your documents flexibly and fully automated into your processes and workflows
  • Realize on-premise, hybrid or pure cloud scenarios with dox42 Online


What advantages does document automation with dox42 have?


  • Great customer-specific documents directly from Dynamics 365 CE and CRM
  • Intuitive template design in Microsoft Word, Excel and PowerPoint - no-code!
  • Integrate data from all Dynamics entites - nesting and relationships supported
  • Easy integration with other data sources: Office 365, SharePoint, Databases, FO/AX, BC/NAV, SAP or others 
  • Control text blocks, tables, images, QR codes automatically
  • Respond quickly to market opportunities and trends
  • Save time and concentrate on your main tasks
  • Individual customer communication - digital and automated
  • Generate documents anytime and from everywhere, e.g. from MS Teams
  • no more errors caused by copy & paste

dox42 is a member of the D365UG Customer Engagement User Group and Global Sponsor of D365 Saturday Community

Dynamics365 CE Customer Engagement User Group Logo         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


Just 4 steps to your automated Dynamics CRM quotes


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

Step 1: Template design in Microsoft Office

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

Create templates in MS Word, Excel or PowerPoint using the dox42 Add-In and insert data fields by drag and drop. Complex conditions and nesting are no longer a problem!

 



Step 2: No-Code data integration

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 D365 CE/CRM data sources and others such as FO BC, SharePoint, SAP, SQL, WebService, XML/JSON and more with our DataMap Designer with a no-code approach.

  Auf diesem Bild sieht man den Datamap Designer mit den Datenquellen, vor allem der D365 CE | CRM Data Source


Auf diesem Bild sieht man wie in Dynamics 365 Dokumente mit einem Klick generiert werden können, und entweder gleich als Preview PDF angezeigt, oder als Email versendet werden können.  

Step 3: Generate documents by a click or workflow

Generate documents from all systems or workflows

Generate documents directly from D365 for Customer Engagement. dox42 server is a web service with a REST and SOAP interface and can therefore be integrated into almost any button, workflow or application, independently from Dynamics CRM.



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

Attach generated documents to a CRM entity, store them in SharePoint/Teams or choose to digitally sign and send attached by e-mail.

  Output Möglichkeiten von dox42 bieten flexible Optionen für Ihr Anwendungsszenario



"Document automation and collaboration – generate D365 CE documents in MS Teams"



I want to experience dox42!


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Various events with dox42

European Collaboration Summit  
June 6-8, 2020 | Wiesbaden        
Info & Registration >>

Meet dox42 at D365 Community Summit & extreme 365 Europe 
June 29 - July 2, 2020 | Barcelona        
Info & Registration >>




You want to experience dox42 first-hand?

Simply fill out the contact form and test dox42 for 30 days for free or discuss your scenario in an individual live demo!