Document Automation for Microsoft Dynamics 365
Create Word and PDF documents with a single click of your mouse! awisto’s OfficeIntegration creates all relevant documents such as offers, order confirmations and invoices quickly and easily with your current corporate design.
Your documents may contain any number of data from the CRM and can be linked to all kinds of objects. Additionally, documents can be processed directly as notes or email attachments. Make the most out of your daily correspondence.
Documents can be generated from those places in the system where automation is key.
Our easy to use and powerful Microsoft Word based template designer allows you to use reuse all your document authoring knowledge.
Every CRM data record and all related information can be pulled into templates - no limitations.
Generate a new activity (email or letter) automatically - e. g. attaching the newly generated document.
You have full control on who can use which template.
Documents are ready in seconds - they are rendered on the server side.