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