Document automation for D365 FO
Powerful document automation with dox42 for D365 FO | Dynamics AX.
Design report templates in Microsoft Word, Excel and PowerPoint and generate customer-centric documents like offers, invoices, delivery notes, pre-printed labels and many more automatically and directly from Dynamics 365 for Finance and Operations or AX.
Intuitive report creation
Create complex, detailed report templates with D365 FO | Dynamics AX business logic with Microsoft Word, Excel and PowerPoint functionalities. Call up reports in the familiar D365 FO | Dynamics AX interface. Easy to navigate for business users and adjustable at any time without programming.
Intelligent and high quality reports
Simplify the generation and distribution of customer-specific documents, such as delivery notes, pre-printed labels, offers, invoices and many more. Integrate dynamic tables and diagrams, images, bar codes, text modules, conditions, subtotals and calculations.
Seamless system integration
Combine dox42 for D365 FO | Dynamics AX with other data sources like D365 CE | Dynamics CRM, D365 BC | Dynamics NAV, Microsoft SharePoint, SQL, SAP, web services and more. dox42 also fully integrates with Microsoft PowerApps, Teams and workflow solutions, including FireStart, Microsoft Power Automate, Nintex, K2 or others.
Save time and costs
dox42 saves you time-consuming programming with SSRS, ER or tedious copy & paste. Eliminate complex report adaptations with dox42 for Dynamics 365 for Finance and Operations to increase your efficiency and ROI.
Various output options
Output PDF, Microsoft Word, Excel, PowerPoint, save in Microsoft SharePoint including metadata and Teams, send by email, sign electronically, HTML or even print. The choice is yours with dox42 document generation - all common output formats are supported.
On-premises, hybrid or pure cloud
Decide whether to realize a cloud-only, hybrid or on-premises scenario perfectly adapted to your specific needs. With the dox42 Server as an on-prem installation or pure cloud service, the choice is yours.
System Requirements
- Microsoft Dynamics AX from 2012, Dynamics 365 for Finance and Operations On-Premises and Online
- dox42 Add-Ins
- dox42 Online or dox42 Server On-Premises
dox42 Document Generation for D365 FO | Dynamics AX
Document design in Microsoft Word, Excel and PowerPoint
With dox42 you individualize new or already existing reports in Office 365, no matter how complex they are. With the dox42 Add-Ins, you set up and integrate conditions, repeated sections, dynamic tables, bar codes, calculations, images, text blocks, sub-documents and other elements within Microsoft Word, Excel and PowerPoint. You insert dox42 data fields with drag and drop, move them flexibly to the desired position and layout the document with the familiar Microsoft 365 Office functionalities.
Report generation directly in D365 FO | Dynamics AX
Trigger document generation directly from Microsoft Dynamics 365 and define which reports should still be generated by the standard and which by dox42. You remain flexible with our integration. With dox42, you can thus automate document generation easily and intuitively. dox42 adds a package to D365 FO, which contains all the integration components needed to seamlessly create documents directly from the Dynamics 365 web client. You either install the deployable package or the source code.
No-code report creation
No programming skills or expert skills in SSRS and ER are needed to adapt reports. With dox42 you design and integrate reports with the full use of D365 FO | Dynamics AX data, security and business logic effortlessly. dox42 for Dynamics 365 for Finance and Operations is a supplementary package for dox42, which consists of two custom data sources:
- D365 FO Report, which uses data from standard SSRS reports
- D365 FO Entity, which uses data from the OData API
3 Months, for a dox42 Instance to reach its Break-Even Point
"With the use of dox42 it is now possible to integrate various data sources and create templates intuitively and quickly in MS Office."
Carmen Kretschmer
Solution Architect SAP
3 Months, for a dox42 Instance to reach its Break-Even Point
"Our Break-Even Point was reached after only four weeks of using dox42."
Elena Schneider
Projectmanagement
3 Months, for a dox42 Instance to reach its Break-Even Point
"dox42 quickly became one of our favorite products. The tool is slim, and yet really flexible to implement even technically complex scenarios."
Andreas Gümbel
Teamlead SharePoint / BI-Development
Powerful design possibilities
Integrate dynamic tables and diagrams, images, bar codes, text modules, conditions and calculations into your reports. Realize the full potential of your data by combining your D365 FO | Dynamics AX data with other data sources such as D365 CE | Dynamics CRM, D365 BC | Dynamics NAV, Microsoft SharePoint, SAP, SQL, WebService, XML/JSON and more. With dox42, you can easily adapt your report design and data integration without programming at any time.
Flexible output options
Generate reports individually or in batches as Microsoft Word, Excel, PowerPoint, PDF, PDF/A, PDF Forms, HTML, .msg or any other file type. Save to Microsoft SharePoint or any other document management system, print, add electronic signatures or send emails – everything is possible, dox42 supports all common output formats. With dox42 for Dynamics 365 for Finance and Operations, you effortlessly automate the generation and distribution of customer-specific documents, such as delivery bills, pre-printed labels, quotations, invoices and much more.
On-premises, hybrid or pure cloud
Whether you want to realize an on-premises, hybrid or pure cloud scenario – the choice is yours with dox42. With dox42 Online, you are using all dox42 server functionalities as Software as a Service. Completely impersonated with authentication through Microsoft Entra ID using the permissions of the logged-in Microsoft user. Also, dox42 Online does not save any data and uses end-to-end encryption. When using dox42 Online a new Azure AD app registration is necessary. You configure and connect your dox42 Online instance to AD in a separate dox42 management interface.