Document generation with Microsoft Dynamics 365 & dox42

In order to remain competitive, companies must not only process information quickly, but also automatically and reliably. Document generation is a central process, especially in organizations that work with Microsoft Dynamics 365: offers, invoices, contracts or reports – all of these documents must be created in high quality and often in large quantities. This is where dox42 comes into play: The solution for automated document creation is flexible and can be seamlessly integrated into Dynamics 365. But how do companies benefit from this combination? And why does it make sense to have experts carry out the implementation?

Table of contents

Why automated document generation with Microsoft Dynamics 365?

Many companies underestimate how much time and resources manual or semi-automated document creation costs. Manually assembling data, formatting and customizing is not only error-prone but also inefficient.

By integrating dox42 with Microsoft Dynamics 365, companies can:

• Reduce errors: Automated processes prevent manual entry errors.
• To save time: Documents are generated in seconds instead of being laboriously put together.
• Ensure branding and corporate design: Uniform templates guarantee professional documents.
• Use dynamic content: Data from various Dynamics modules and external sources can be flexibly integrated.
• Optimize workflows: Documents can be sent directly to customers or integrated into digital archiving systems.

What speaks for dox42 as an extension for Dynamics 365?

dox42 offers numerous advantages over standard document generation options within Dynamics 365:

• Flexibility: Integration with Microsoft 365 (Word, Excel, PowerPoint), SharePoint, SAP and other systems.
• Intuitive operation: No deep developer knowledge necessary – users can easily create and customize templates.
• Dynamic data sources: Automatic integration of data from Dynamics 365, SQL databases, web services and more.
• Automated workflows: Generated documents can be sent, saved or further processed directly.

Why should an experienced service provider implement Dynamics 365 and dox42?

Implementing a powerful document generation solution is more than just a technical connection between two systems. Incorrect or incomplete implementation can lead to processes not functioning smoothly, documents not being generated correctly or compliance requirements not being met.

An experienced service provider who understands both Dynamics 365 and dox42 brings decisive advantages:

• Holistic advice: Analysis of existing processes to develop the optimal automation strategy.
• Technical expertise: Seamless integration with Dynamics 365 without functional limitations.
• Customization & Scalability: Individual adjustments to company requirements.
• Support & further development: Long-term support and optimization of the solution for future requirements.

Conclusion: Optimize document generation – with the right partner

The combination of Microsoft Dynamics 365 and dox42 offers companies a powerful platform for automated document generation. It not only allows you to save time and avoid errors, but also ensures consistent, professionally designed documents – in keeping with corporate design and digital efficiency.

But the full benefits only emerge through professional implementation. A well-thought-out implementation by an experienced IT service provider ensures that processes are set up cleanly, individual requirements are taken into account and technical potential is fully exploited. This creates sustainable solutions that not only last today, but also tomorrow.

Was this article helpful to you? Or do you have further questions about Microsoft Dynamics 365 and dox42? Write us a comment or give us a call.

David Trenkel works at CONET as a junior project manager in the Microsoft Business Applications area.