Automatic quotes and reports from Dynamics 365 for Customer Engagement and Dynamics CRM! |
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How does dox42 work?
- Automatically generate quotes, service reports, sales reports, contracts and all other documents from Dynamics 365 for Customer Engagement (CE) 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
- Realize on-premise, hybrid or pure cloud scenarios with dox42 Online
What advantages does dox42 have?
- Great customer-specific documents directly from Dynamics 365 CE 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
Document automation & collaboration – generate D365 CE documents in MS Teams
January 29, 2020 | Webinar
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Powerful Document Automation for MS Dynamics, Teams and Power Automate
February 8, 2020 | Super Power Saturday London
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Powerful document automation with D365, O365 & dox42
February 19, 2020 | Webinar
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Microsoft Business User Forum Jahreskongress
May 12-13, 2020 | Karlsruhe
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European Collaboration Summit
June 6-8, 2020 | Wiesbaden
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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 CE | CRM
- With dox42 Online you can use the dox42 server as SaaS solution and generate your documents in the cloud. Azure Active Directory authentication allows for seamless integration with Office 365 and Dynamics 365
- 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, et.) 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!