Automated document generation for Dynamics365 CRM

Dynamics CRM document generation made easy. Generate appealing and individual documents like quotes, proposals, e-mails, reports from Microsoft Dynamics CRM or D365 CE with one click. You can easily create and edit your templates in Microsoft Word, Excel and PowerPoint with a no-code approach. Save a lot of hassle and finally concentrate on your key competences as Copy/Paste is no longer needed to generate attractive and intelligent Dynamics CRM documents.

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dox42 D365 CE | CRM in Practice

Corporate standards implemented efficiently with dox42

High Quality Documents from Dynamics 365

dox42 & K2: The Toolmix to save your time

The amount of templates was reduced to one fourth because of the flexibility

dox42 fits perfectly into the IT landscape of Funk Switzerland

Automated Document Generation Boosts Efficiency in Music Rights Management

dox42 is an effective solution to generate documents with data from Dynamics CE and F&O

We have centralized and streamlined our quote generation from CRM with dox42

Efficient processes and growth through fast implementation and flexible adaptation of documents

dox42 fully meets our requirements

Significant Time Savings in the Creation of Club and Subsidy Documents through dox42

Sales & Operations documents from D365 with just a click

We were convinced by dox42 from the very beginning

Our customers & partners save hundreds of hours in document generation

We have been using dox42 for one year now and it has not failed once, what we are certainly very happy about

dox42 integrates perfectly into our custom developed software

Flexibility in the presentation of data from D365 CRM

dox42 enabled us to improve our service significantly and offers our users substantial added value in the use of the CRM system

Variety of Customization and Integration options

With dox42 we have revolutionized our offer process

Innovation in quotation management based on Dynamics 365 + dox42

Seamless & easy integration in SharePoint, SAP & D365 - dox42 fulfills all requirements

...but also the commitment and passion of the people behind it.

Self-service solution with D365 and dox42: Fast & independent quotation processes

Personalized experience for the customer

A powerful and versatile Solution

...the preferred tool...

Optimized Proposal Generation: Fast, Tailored, and Seamless with dox42 in D365 CRM

Cosmo Consult (former FWI Information Technology GmbH)

Visually attractive, flexible and easily adaptable reports

We love dox42

Why customers choose dox42 for Dynamics CRM | D365 CE document generation

Template Design in 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.

Secure in the Cloud with dox42

Use dox42 Online together with Microsoft-Cloud Applications like Microsoft 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.

Generate documents per mouseclick

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 Dynamics CRM fully automated

Flexible no-code data integration

Connect the data of all your D365 CE entities easily & without code. Nesting and relationships are supported too by dox42 Dynamics CRM document generation. Also integrate data from Dynamics 365 FSCM | FO | AX, BC | NAV, SAP, Microsoft SharePoint, Microsoft 365 Office, databases, web services, workflows, and much more.

Various Output Formats

Generate output in Word, Excel, PowerPoint, PDF and save in SharePoint and Microsoft Teams. With dox42 you can send documents by email, sign electronically, produce HTML or even print directly. Enjoy complete flexibility with support for all common output formats.

Eliminate Copy & Paste errors

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.

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Just four steps to your automated Dynamics CRM documents

Step 1: Template design in Microsoft 365

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 FSCM/FO | BC, SharePoint, SAP, SQL, WebService, XML/JSON and more with our DataMap Designer with a no-code approach.

Document generation in Dynamics CRM | CE by a click or workflow

Step 3: Generate documents by a click or workflow

Dynamics CRM document generation seamlessly integrates with your system. 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 Dynamics CRM | D365 CE entity, store them in SharePoint/Teams or choose to digitally sign and send attached by e-mail.

"Powerful Document Automation for Dynamics 365, Microsoft 365, Teams, PowerPlatform - incl. Customer Case FRASER Yachts"

dox42 is Global Annual Sponsor of the Power Community and Dynamics 365 Saturday Events

dox42 is global sponsor and member of the Dynamic Communities and Power Community & Microsoft 365 Saturday

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

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