To run real life business processes from MS Dynamics you often need to generate, store and e-mail individualized and attractive Office or PDF documents like offers, contracts or reports automatically.
In this session you will get an overview of the technical options you have when it comes to document automation with MS Dynamics 365 CE, FO, AX, BC and NAV. Learn about the pros and cons as well as best practices. Get a live demo on how to get the job done in minutes. Design templates in MS Office and integrate data not only from MS Dynamics but also from any other data source like Office365, SharePoint or SAP. Import dynamic tables, pictures and charts, bar codes and even other documents. Generate, store and e-mail your documents from your MS Dynamics application, MS Teams or Power Automate! Prepare to be amazed :-)
Lisa Pulsinger and Johannes Linder