D365 Community Summit 2025

Effortlessly (Power) Automate Your Documents with dox42 Across D365 FSCM, CE, BC

Event auf Englisch

Are you spending hours on building sophisticated Power Apps, only to still end up with tedious programming or copy & pasting to generate and polish the final documents and reports from your D365 environments?

How about creating complex and detailed templates for all your required documents directly in Microsoft Word, Excel and PowerPoint, using your D365 environments as data sources? Followed by automatic document generation – with the click of a button?

Directly from Dynamics 365, dox42 lets you effortlessly generate quotes, reports, contracts, emails, PowerPoints, invoices, and many other document types. It seamlessly automates document generation from all D365 environments and lets you combine multiple data sources, unlocking the full potential of the Microsoft ecosystem.

What you will experience in this session:

• Design complex templates with the dox42 add-in in Microsoft Word, Excel, and PowerPoint easily, complete with tables, conditions, text modules, barcodes, charts, images, and more, that can all be formatted with the standard Office functions
• Generate documents exactly where you need them — in a Power App, via Power Automate, or directly integrated into D365, and many other applications
• Integrate and combine multiple data sources such as D365 Finance & Supply Chain, Customer Engagement & Business Central, Dataverse, SharePoint, M365, Web Services, SQL, and beyond
• Maintain templates and modular text blocks directly in Microsoft 365, SharePoint, Teams, or on your own server
• Print and store generated documents in D365, M365, SharePoint, Teams, your archive, or send them directly via mail, teams or DocuSign

You will gain valuable insights and experience a LIVE demo highlighting real-world challenges and best-practice solutions in document automation. Join dox42 Business Technology Evangelist Christina Wagner and dox42 Senior Technical Evangelist & Product Manager Lisa Pulsinger and discover how to unleash the full potential of document automation within your organization.