dox42 Document Automation for D365 CE | Dataverse

Simplified Document Automation
dox42 simplifies document automation for D365 CE and Dataverse, enabling users to quickly create professional, customized documents—such as proposals, emails, presentations, and reports—with just one click or Flow.

Effortless Template Design
With its intuitive, no-code approach, you can easily design and modify templates in Microsoft Word, Excel, and PowerPoint. The drag-and-drop functionality allows for flexible placement of dox42 data fields within documents, while the familiar Microsoft Office layout tools handle the formatting. Complex templates? No problem! Effortlessly integrate conditions, dynamic tables, images, barcodes, calculations, sub-documents, and more.

Seamless Data Integration
Seamless data integration supports connections to Dataverse, D365 FSCM, BC, SharePoint, Webservices, XML/JSON, and more. Direct access to both standard and custom entities from all your Dynamics 365 apps—such as Sales, Marketing, Field Service, and Customer Service—is made easy, with an intuitive selection designer or fetch XML for data field selection.

Highest Level of Security
dox42 ensures the highest level of security, adapting seamlessly to your infrastructure—whether on-premises, hybrid, or fully cloud-based.

Enhanced Productivity & Accuracy
By automating document creation, dox42 eliminates manual work, reduces errors, and boosts productivity, empowering your team to focus on strategic initiatives rather than repetitive tasks.