Document Generation in
Microsoft Dynamics 365

  • Document Generation in Microsoft Dynamics 365

    An introductory video that we made about document generation in Microsoft Dynamics 365.


    Brief Summary:

    Every business creates documents, such as contracts, quotes, job cards and invitation etc.


    Often these documents need to be generated regularly and can take up unnecessary resources if your staff are having to create these from scratch each time.


    With Microsoft Dynamics 365 Document Generation you can generate very elaborate documents quickly and reliably at a press of a button.


    Key benefits:

    • Improving Efficiency - as it's so much quicker (and easier) to press a button without the need to write a document from scratch.

    • Guaranteeing consistency - as every document maintains your company branding and styles. So you know that every one of those documents goes out looking the same every single time.


    If you would like to find out more or discuss how you could utilize document generation in Microsoft Dynamics 365, please get in touch.