365Performance dox42 Documents

365Performance dox42 Documents
Free
  • Logo_365Performance dox42 Documents Dynamics 365 Business Central
  • Logo_365Performance dox42 Documents Dynamics 365 Business Central hover

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.

flagge Zur deutschen Seite

Kategorie
Bereich

ERP und Informationsmanagement

Lösung

Dokumenten-Management

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

GS47

Gerd Schertel

E: info@bsh-ag.de

T: 0921/595-0

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.

dox42 Logo

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.