Extensions Dynamics 365 Business Central
365Performance dox42 Documents for Dynamics 365 Business Central
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.
- 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
Template design for Dynamics 365 Business Central
Live demo on document design, creation and automation for Dynamics 365 Business Central
Tutorial template design with dox42
Step-by-step guide for the first own document with dox42 for Dynamics 365 Business Central
More video content
On our YouTube channel you can find more videos about document design with dox42 for Dynamics 365 Business Central
Why dox42 for Dynamics 365 Business Central?
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.
What are typical use cases for dox42 for Dynamics 365 Business Central?
- Visually sophisticated sales documents (quotations, orders, invoices)
- Article/product catalogs and data sheets
- PowerPoint sales reports for salespersons/articles
- End customer communication (ticket, voucher, coupon)
- Barcode (1-D, 2-D) for receipts and labels
- Quality assurance forms and checklists
- Presentation of live data and key figures on info screens
What are the features of dox42 in Dynamics 365 Business Central?
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
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.
Why Business Systemhaus AG?
We support our customers, who are predominantly medium-sized businesses, around the Bayreuth, Bamberg, Nuremberg, Hof region and throughout Germany and the DACH region in various aspects of digitization and optimization of business processes. In our cooperation, we pay special attention to long-term partnerships and the continuous development of digital topics in your company, thus supporting you in the long-term achievement of your business goals.
In doing so, we cover all areas: Business software/ERP, solutions for the modern workplace/digital office, as well as business intelligence, human resources management and IT infrastructure.