Extensions Dynamics 365 Business Central

365Performance dox42 Data Source for Dynamics 365 Business Central

With the 365Performance dox42 Data Source, you are able to connect your ERP tables and Reports from Dynamics 365 Business Central with Microsoft Word, having direct access to the stored data. The extension allows you to use data from Dynamics 365 Business Central and create your own templates for business receipts like sales quotes directly in Word without having to use programming code.

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Access live Dynamics 365 Business Central data directly from Microsoft Word

  • table data
  • report data with business logic

Contact

Christian Hagen

Need help? 

Mail: info@bsh-ag.de
Tel.: 0921/5950

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?

Access live Dynamics 365 Business Central data directly from Microsoft Word

365Performance dox42 Data Source enables you to access your Dynamics 365 Business Central data directly from Microsoft Word. This makes the creation of individual and professional reports easy, fast and intuitive.

Design templates for business receipts and other documents in Microsoft Word with all the familair features and enrich them with live ERP data for

  • Convincing sales quotes
  • Compelling customer communication
  • and many other use cases

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?

Access live data from Dynamics 365 Business Central

  • Table data
  • Report data with all the embedded business logic

Easy use of filters and options when using report data (similar to Dynamics 365 Business Central Request Page)

 
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dox42_DatenfeldEinfuegen

Integration into the Dynamics 365 Business Central security concept via access right sets

Support of the specifics of Dynamics 365 Business Central

  • Field captions
  • Option captions
  • BLOB fields
  • FlowFields (even with FlowFilters)
  • Media & MediaSet

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.

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.