Automated document generation from Dynamics CRM | D365 Customer Engagement 

Template Design in Microsoft 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.

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 Dynamics 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 by dox42 Dynamics CRM document generation. Also integrate data from Dynamics 365 FO|AX, BC|NAV, SAP, Microsoft SharePoint, Microsoft 365 Office, databases, web services, workflows, and much more.

Various Output Formats

Output PDF, Microsoft Word, Excel, PowerPoint, save in Microsoft SharePoint and Microsoft 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.