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Document Generation for Quotes with Custom features

  • 1.  Document Generation for Quotes with Custom features

    Posted Mar 27, 2020 01:46 PM
    We are moving from an On-Prem 8.2 D365 install with quote generations being supported by an on premise SSRS/SharePoint architecture. Because of the functionality (plug-ins,DLLs, and features) this is not a feasible option in the Online version.

    We are currently looking at XpertDoc as a potential solution. It provides some good features and ability to customize.  However we want to explore other options.

    Have any users utilized out of the box templates or any other ISV to provide document generation for quotes.
    Some  required features are emailing, save to PDF, EXCEL, Word and ability to allow the user to conditionally choose output formats. Attached is a custom print preview feature with options that is available to our users.
    Print Preview Features


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    john kuchinski
    Sr. Business Analyst
    Zurn Industries, LLC
    Paso Robles CA
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Document Generation for Quotes with Custom features

    MICROSOFT MVP
    Posted Mar 27, 2020 02:24 PM
    Since you are moving to Dynamics 365 online, the new Wave 1 2020 has an option for you to explore. There are "PDF Generation" options that you can enable for Quotes. The "PDF Generation" utilizes the Word templates.

    When the "PDF Generation" is enabled, it will add 2 new buttons to the Quote form: "Create PDF" and "Email a "PDF"

    If you have the SharePoint integration set up, and you select one of the above button options, you will be prompted if you want to save the document in SharePoint or not. Once saved in SharePoint, it will appear in the "Documents" related subgrid within the record.

    Reference links:


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    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Document Generation for Quotes with Custom features

    Posted Mar 30, 2020 03:53 AM
    Edited by Lisa Pulsinger Mar 30, 2020 03:58 AM

    Hi John,

    dox42 could be an option for you to consider. It is a document generation tool compatible with CRM on premise- and D365 CE online. It allows you to generate quotes, and also any other documents from Dynamics. You can integrate data from all your entites, and also from SharePoint. Since you asked about SharePoint integration: you can also dynamically choose on where to store your quotes on SharePoint + assign meta data to the stored document. An integration with MS Teams is possible too. 

    The output options like e-mailing, PDF, Excel and Word are also supported and the user can choose upon generation which output they want. 

    Here you'll find some more information. Testing of the tool is free for thirty days and you can also request a free online demo. 

    Hope this helps,

    Kind Regards

    Lisa



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    Lisa Pulsinger
    dox42 GmbH
    Vienna
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Document Generation for Quotes with Custom features

    GOLD CONTRIBUTOR
    Posted Mar 30, 2020 09:54 AM
    ​John,
    Definitely check out mscrm-addons.com. Sounds like Documents Core Pack would meet your needs.
    @Patrick O'Donnell


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    Abby Torres
    CRM Solution Architect
    ReEmployAbility, Inc
    Brandon FL
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Document Generation for Quotes with Custom features

    TOP CONTRIBUTOR
    Posted Apr 03, 2020 07:54 AM
    Abby,

    Thanks for the Shout Out.

    @john kuchinski - If you would like to have a call and discuss your document generation and processing needs in greater detail, I would be glad to make time to meet with you.  Here is a link to our product page on the Microsoft AppSource store, with general product information and videos, links to a free trial and a long list of great customer reviews:  https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm-addons.476a180b-fafb-46ee-815b-a4bc76134928?tab=Reviews


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    Patrick O'Donnell | VP - Business Development, the Americas
    mscrm-addons.com
    Patrick.ODonnell@mscrm-addons.com
    Atlanta GA
    770 781 8260 Cell
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    Academy - Online Interactive Learning from Experts


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