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

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

Why customers choose dox42

Template Design in MS Word, Excel, PowerPoint

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

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

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

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

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

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.

#dox42class of Excel Add-In: from Zero to Hero with dox42

Tutorial, June 10, 2020 | 11:00-11:30 

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Just 4 steps to your automated Dynamics CRM quotes

Template design in Microsoft Office

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!

 

No-Code data integration

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.

Generate documents by a click or workflow

Step 3: Generate documents by a click or workflow

Generate documents from all systems or workflows

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.

Choose from various output actions

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.

 

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



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