Automatic quotes and reports from Dynamics 365 for Sales and Dynamics CRM! |
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- Automatically generate quotes, service reports, sales reports, contracts and all other documents from Dynamics 365 for Sales and Dynamics CRM
- Integrate data, conditions, images, text blocks or bar codes
- Easily design your proposal templates in Microsoft Word, Excel and PowerPoint
- Integrate your documents flexibly and fully automatically into your processes and workflows
- Great customer-specific documents directly from Dynamics 365 for Sales and CRM
- Intuitive template design in Microsoft Word, Excel and PowerPoint
- Easy integration with all other data sources: Office 365, SharePoint, Databases, AX, NAV or SAP
- Control text blocks, tables, images, QR codes fully automatically
- Respond quickly to market opportunities and trends
- Save a lot of time and concentrate fully on your tasks
- Individual customer communication digital and automatic
- No more copy-paste errors
Office 365/SharePoint Expo with dox42
September 6, 2018 | Munich
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dox42 at Azure, Office 365 & Dynamics 365 Day Geneva 2018
December 6, 2018 | Geneva
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- To design your documents, use Microsoft Add-ins for Word, Excel, and PowerPoint
- The dox42 server can integrate these documents fully automatically into your processes. The call is made via a web service interface with REST and SOAP. This flexible interface allows you to call dox42 documents from any application, and thus independently of Dynamics 365 for Sales or CRM
- The dox42 server uses your Microsoft Word, Excel or PowerPoint templates when generating documents. You can manage these templates either on a file server or in SharePoint. Adjustments are easily made in Microsoft Office without programming
- Control flexibly and easily the format (pdf, docx, xlsx, pptx, pdf / a, etc.) and the output of your document. You can open it right away, save it to SharePoint or server, print it out, archive it or send it directly by e-mail
Simply fill out the contact form and either test dox42 for 30 days for free or discuss your scenario in an individual live demo!