OfficeIntegration for document creation in the CRM
Complex Word and PDF documents such as quotes or contracts can be created directly from Dynamics 365 CE. CRM data populates the templates automatically and in a structured way.
OfficeIntegration in everyday CRM use
Create documents automatically
CRM data from Dynamics 365 CE is transferred directly into templates and output as Word or PDF.
Use templates flexibly
Even complex documents with line items and custom calculations can be mapped precisely.
Automate processes further
Documents created can be further processed via Power Automate, sent by email, or stored in SharePoint.
Try OfficeIntegration?
The add-on is available to you free of charge for 3 months. We’re happy to discuss with you how to create documents directly in the CRM.