D365 Docs

Seamless Document Generation for Dynamics 365 CE

🔗 Deep Dynamics Integration

• Create Word templates that merge data from CRM tables
• Merge data up to 2 levels of related tables
• Trigger from Workflows or Power Automate

📊 Advanced Data Handling

• Support for aggregate methods (SUM, COUNT, etc.)
• Data formatting options (date, number, currency)
• Sub-report generation supported

📄 One-Click Document Output

• Download as PDF or Word in a single click
• Send generated documents via email instantly

🛠️ No-Code Field Mapping

• Map fields to Word templates easily
• No technical skills required
• Supports all Microsoft Word formatting styles

🛡️ Licensing & Support

• Managed solution for Dynamics 365 CE
• Comes with licensing and enterprise support