Partner Solutions Showcase
D365 Finance & Operations/AX@@@D365 Business Central/NAV@@@D365 Customer Engagement/CRM@@@Power Platform
Partner Solutions Showcase Sessions
Presentation Type: Partner Solutions Showcase
To run real life business processes from Dynamics 365 you often need to generate, store and e-mail individualized Office or PDF documents automatically. In most cases, they should also include/combine data sources like D365 CE/CRM, FO/AX, BC/NAV, Office 365, SharePoint, SAP, WebServices, JSON/XML, etc.
We will give you an overview and a live demo of the technical options when it comes to document automation with D365 CE/CRM, FO/AX, BC/NAV, etc. Design templates in MS Office and import dynamic tables, pictures, charts, barcodes and even subtemplates. Generate, store and e-mail your documents from Dynamics 365, Office 365, Teams or Power Automate!