Automatically generate quotes and reports from Dynamics 365 for Customer Engagement and CRM
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Why customers choose dox42
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.
Secure in the Cloud with dox42
Use dox42 Online together with Microsoft-Cloud Applications like SharePoint Online or Dynamics 365 completely impersonated as dox42 Online is using the permissions of the logged in Microsoft user. Also dox42 Online doesn’t save any data and uses end-to-end encryption.
High quality D365 CE documents with one Click
Generate appealing and individual quotes, service reports, sales reports, contracts and all other documents with dynamic tables and diagrams, pictures, bar codes, text modules, conditions and calculations from D365 CE and CRM fully automated
Flexible no-code data integration from all systems
Connect the data of all your D365 CE entities easily & without code. Nesting and relationships are supported too. Also integrate data from D365 FO, BC, AX, NAV, SAP, SharePoint, O365, databases, web services, workflows, and much more.
Various Output Formats
Output PDF, Word, Excel, PowerPoint, save in SharePoint and MS Teams, send by email, sign electronically, HTML or even print. The choice is yours - dox42 supports all common output formats.
Eliminate Copy & Paste errors and react faster
Copy & paste is time-consuming, costly and error-prone. Wrong data in a document or sending it to the wrong recipient is embarrassing and can become expensive. Eliminate this risk, save time with automation and react quickly.
Just 4 steps to your automated Dynamics CRM quotes
Step 1: Template design in Microsoft Office
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
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.
Step 3: Generate documents by a click or workflow
Generate documents directly from D365 for Customer Engagement. The 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
Attach generated documents to a CRM entity, store them in SharePoint/Teams or choose to digitally sign and send attached by e-mail.
dox42 is a member of the D365UG Customer Engagement 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