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

Why automatically generate D365 CE documents with dox42?

• Generate quotes, service reports, sales reports, proposals, contracts and other documents from D365 for Customer Engagement and Dynamics CRM with just one click
• Integrate data, images, text blocks, calculations or bar codes
• Easily design your proposal templates in Microsoft Word, Excel and PowerPoint
• Integrate your documents flexibly and fully automated into your processes and workflows
• Realize on-premise, hybrid or pure cloud scenarios with dox42 Online

What advantages does document automation with dox42 have?

• Great customer-specific documents directly from Dynamics 365 CE and CRM
• Intuitive template design in Microsoft Word, Excel and PowerPoint - no-code!
• Integrate data from all Dynamics entites - nesting and relationships supported
• Easy integration with other data sources: Office 365, SharePoint, Databases, FO/AX, BC/NAV, SAP or others 
  
• Control text blocks, tables, images, QR codes automatically
• Respond quickly to market opportunities and trends
• Save time and concentrate on your main tasks
• Individual customer communication - digital and automated
• Generate documents anytime and from everywhere, e.g. from MS Teams
  
• no more errors caused by copy & paste

dox42 is a member of the D365UG Customer Engagement User Group and Global Sponsor of D365 Saturday Community

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

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. 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.