365Performance dox42 Documents
Our 365Performance tools offer you various functional extensions for Dynamics 365 Business Central. 365Performance dox42 Documents offers you extensive possibilities for designing (business) documents for Dynamics 365 Business Central from different data sources like Dynamics 365 Business Central tables and reports, Office 365 and many more which can be directly integrated into the application and generated from it.
Design highly individual templates for documents such as business documents, customer communication and many other use cases from a variety of data sources
With 365Performance dox42 Documents you can create individual templates for your business documents and other documents for Dynamics 365 Business Central in the familiar Office Word environment, integrate them directly into the application and generate them automatically. Various data sources can be integrated, such as table and report data from Dynamics 365 Business Central, SharePoint or Office 365 data, SQL tables and many more.
HIGHLIGHTS
- Intuitive design of individual documents for Dynamics 365 Business Central with various formatting options from different data sources
- Storage of templates for documents directly in the application for fast and easy generation
Ansprechpartner
Comfort enhancements for Dynamics 365 Business Central
365Performance dox42 Documents
Features of 365Performance dox42 Documents
Administration of Templates and Documents
- Creation and administration of templates for documents
- Storage of templates for sales quotes, orders, invoices, etc. in Dynamics 365 Business Central
- Integration of various data sources such as Dynamics 365 Business Central, Office 365, SQL, Excel, etc.
Formatting and Design Options
- Use of all common Microsoft Office formatting options
- Integration of images, text modules, links, barcodes
- Attachment of accompanying documents (data sheets, general terms and conditions, etc.)
Additional Features for Dynamics 365 Business Central
- Custom role centers for administrators and designers for a quick overview
- Wizards for a comfortable and quick setup and configuration
- Extensive online help with application examples
Please note
Prerequisite for using the extension is an installed dox42 Add-In. dox42 is a tool for creating document templates (e.g. sales documents, documents for end customer communication, etc.) in Microsoft Word, Excel or PowerPoint and allows the integration of a variety of data sources for generating documents, presentations.
Business Systemhaus AG is your regional and competent partner for the software-supported optimization of your business processes as a certified Microsoft partner with Microsoft Dynamics NAV (Navision) and Microsoft Dynamics 365 Business Central around Bayreuth, Bamberg, Nuremberg, Hof and throughout Upper Franconia, Franconia, Bavaria, Thuringia and Saxony.
