Powerful Document Automation for Dynamics 365, Microsoft 365, Teams, PowerPlatform –incl. Customer Case FRASER Yachts

Dieses Event findet auf Englisch statt.

To run real life business processes from Dynamics 365 you often need to generate, store and email individualized Word, PowerPoint, Excel or PDF documents automatically. In many cases, these documents also need to include and combine data from D365 CE/CRM, FO/AX, BC/NAV, Microsoft 365, SharePoint, SAP, WebServices, JSON/XML, etc.

In this session you will get an overview and a live demo of the technical options and challenges when it comes to document automation with D365 CE/CRM, FO/AX, BC/NAV, etc. Learn how to design templates in MS Word, Excel PowerPoint and import dynamic tables, pictures, charts, barcodes and even sub templates. Generate, save and e-mail your documents from Dynamics 365, Microsoft 365, Teams or Power Automate!

See a real live customer case demo how FRASER Yachts implemented dox42 to produce high end quote and sales documents including pictures of their fantastic yachts.

Your speakers:

Keith Fowler      CRM Project Manager   FRASER Yachts		Christian Bauer CEO  dox42		Johannes Linder      Lead Technical Evangelist   dox42

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