Support

Document automation for Microsoft Dynamics 365

Ontwerp zonder titel (20)
Date: 8 July 2021
Category: News
Share:

Document automation for Microsoft Dynamics 365

Documizers: ISV for document creation and template management

This article is written for / addressed to partner organizations of QBS and Microsoft.

DocuFlow by Documizers makes it super easy to generate and process documents from Microsoft Dynamics 365. This document solution is quick and easy to implement. Within only half a day, your customers can get started generating and sending professional documents and emails themselves, without needing any technical knowledge.

What the DocuFlow document generator has to offer

The powerful DocuFlow document generator comes packed with the following features:

 

  • Document generation starts with one press of a button in Dynamics 365 for Sales, CE, Business Central.
  • Documents are generated based on easy-to-manage Word templates.
  • Generated documents are edited in Microsoft Word.
  • Document information is retrieved from and stored in Dynamics 365.
  • Documents are generated based on the building block principle. The building blocks, such as visual identities, text fragments, and illustrations are managed centrally.
  • Building blocks for a document are compiled automatically based on a question-and-answer model.

DocuFlow: 3 powerful features in one cloud-based solution

What else DocuFlow has to offer

The DocuFlow document application has a unique combination of features (explained below). These features make sure that tasks such as generating, sending, digitally signing and archiving documents blend together into one smooth-running process.

1.Advanced document and email generator

DocuFlow lets you easily compile documents using predefined copy, with the correct (up-to-date) customer details, and in line with the preconfigured visual identity. They are managed in Microsoft Word. This means no technical knowledge is needed to edit templates, text blocks or visual identity elements.

2.IT landscape integration

DocuFlow integrates all the applications that play a role in the document process: generating, sending, digitally signing and saving/archiving documents and emails. This includes applications such as Dynamics 365 for Sales, CE, Business Central, Microsoft Office, PDF, SharePoint, a digital signing service, or a portal.

 

3.Document automation

DocuFlow runs document processes entirely or partly in the background, meaning that no manual interventions are needed to generate and process documents and emails.

Download DocuFlow from Microsoft AppSource

The benefits of DocuFlow

Benefits for you as a partner

DocuFlow is not only an advanced document and email generator, it is also an integration platform and an automation solution. The fact that DocuFlow is so comprehensive delivers the following benefits for you:

 

  • Quick and easy implementation.
  • The templates are easy to manage in Word.
  • The building blocks (text blocks) offer great flexibility.
  • Standard integration with SharePoint (or another DMS).
  • Standard integration with Digital Signing.
  • The combination of features and integrations offers the opportunity to design the best possible document process for the customer.

Benefits for your customers

With DocuFlow, generating and processing documents and emails is a walk in the park. This means:

 

  • Cost savings in implementing and editing documents.
  • High-quality documents and emails: professional personalized correspondence.
  • No more clicking, tapping and searching for documents.
  • Manual tasks eliminated; greater efficiency.
  • Better security and legal validity of documents.
  • Standardized way of working for all employees.
  • Centralized organization and easy management of document processes.

Here’s what Documizers’ total cloud-based solution has to offer

”DocuFlow interconnects all separate document actions and turns them into a single automated document process.”

DocuFlow Integrations

  • Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 for Sales
  • Microsoft Dynamics 365 Customer Engagement
  • SharePoint, OneDrive and Dropbox
  • Microsoft Office (Word, Outlook, etc.)
  • And many more…
DocuFlow

About Documizers

Documizers helps organizations simplify and automate (complex) document and email processes from Microsoft Dynamics 365. With over 15 years of experience in document automation, Documizers is known for its document process expertise, personal contact and short lines of communication. Documizers is based in the Netherlands. Contact us.

Microsoft partner

Details

Documizers contact

Name: Thomas van den Bosch
Telephone: +31 6 22276920
Email: thomas@documizers.com

 

Vendor:
Documizers

 

Website:
www.documizers.com

 

Solution: 
Document automation

 

Industries:
Documizers’ solution is suited to all industries and sectors.

 

Implementation time:
1 – 5 days

Other relevant newsitems

Zoekt en gij zult vinden

Bekijk ook de FAQ voor de veelgestelde vragen.

FLOW
Navigatiemenu

DocuFlow kan documentaties vereenvoudigen of volledig uit handen nemen.

Genereren

Creëer snel en eenvoudig documenten en e-mails

(Her)gebruiken

Bestaande of binnengekomen correspondentie verwerken

Versturen en opslaan

Automatisch opslaan en verzenden

Digitaal ondertekenen

Efficiënt digitaal ondertekenen van documenten

Archiveren

Centraal archiveren in Document Management Systeem

Procesautomatisering

Documenthandelingen verplaatsen naar de achtergrond

Flipbook

Interactieve en aantrekkelijke presentaties van documenten

Alle DocuFlow-modules

Bekijk het complete aanbod van DocuFlow

Welke documentproces wil jij vereenvoudigen of optimaliseren?

Offertes

Eenvoudig en en snel offertes opmaken en verwerken

Contracten

Alle contracten foutloos en supersnel de deur uit

Arbeidscontracten

Verbeter en versnel je HR-proces met DocuFlow

Inkoopcontracten

Automatiseer je inkoopproces met DocuFlow

Bulkdocumenten

Efficiënt verwerken van grote hoeveelheden documenten

Documentgalerij

Bekijk document- voorbeelden van klanten.

Alle voorbeeldprocessen

Bekijk de meest voorkomende documentprocessen

DocuFlow is thuis in diverse branches

Samen lossen wij alle documentuitdagingen op.

Partnernetwerk

Ontdek onze partnerprogramma en voordelen

Word Documizers partner

Word partner en help jouw klanten te besparen

Onze partners

Overzicht van onze partners

Partner Toolkit

De one stop shop voor partners

Verhalen van partners

Ontdek waarom partners voor ons kiezen

Help jouw klanten te besparen.

Een overvloed aan boeiende verhalen, inspiratie en kennis.

Events & webinars

Bekijk onze agenda met aankomende events en webinars

Artikelen en nieuws

Ontdek onze artikelen boordevol met inspiratie en nieuws

Productblogs

Informatieve artikelen over de functies van DocuFlow

Productvideo’s

Praktische video's met uitleg en tips over Docuflow

Verhalen van klanten

Ontdek wat onze klanten te zeggen hebben en laat je inspireren

Verhalen van partners

Ontdek waarom partners voor ons kiezen

Trainingen

Bekijk het trainingsaanbod van Documizers voor klanten

FAQ

Hier vind je de meest gestelde vragen bij Documizers.

Hoe kan support jou helpen?

Knowlegdebase

Alles wat je moet weten over DocuFlow

Stel je vraag aan support

Het support team staat voor je klaar!

Productblogs

Informatieve artikelen over de functies van DocuFlow

Productvideo’s

Praktische video’s die je stap helpen met DocuFlow

Gratis adviesgesprek

Benieuwd wat DocuFlow nog meer voor jou kan betekenen?

Boek een consultant

Hulp nodig? Plan direct een afspraak met een consultant

Trainingen

Bekijk het trainingsaanbod van Documizers voor klanten

Licenties aanvragen

Vraag extra licenties aan voor nieuwe gebruikers

Welke uitdaging heb jij voor ons?

Contact

Kom met ons in contact. Wij helpen je graag.

Offerte aanvragen

Weten wat DocuFlow specifiek voor jouw organisatie gaat kosten?

Boek een consultant

Hulp nodig? Plan direct een afspraak met een consultant

Demo inplannen

Plan direct een online demo-afspraak in

Stel je vraag aan support

Het support team staat voor je klaar!

Gratis adviesgesprek

Benieuwd wat DocuFlow nog meer voor jou kan betekenen?

Seek and you shall find

FLOW

Navigation

DocuFlow can simplify document actions or take them completely out of your hands.

Generate

Create documents and emails quickly and easily

(Re)use

Process existing or incoming correspondence

Send and save

Automatically save and send documents

Digital signing

Efficient digital signing of documents

Archive

Central filing in Document Management System

Process automations

Moving document handlings to the background

Flipbook

Interactive and attractive presentations of documents

All DocuFlow modules

View the complete range of DocuFlow

Which document process do you want to simplify or optimize?

Offers and Quotations

Create and process quotes quick and easily.

Bulk documents

Efficiently process large volumes of documents.

Contracts

All contracts out the door flawlessly and super fast.

Document Gallery

View document examples from customers using DocuFlow.

Employment contracts

Improve and accelerate your HR process with DocuFlow.

Purchasing contracts

Automate your procurement process with DocuFlow.

All example processes

View the most common document processes

An abundance of compelling stories, inspiration and knowledge.

Blogs

Discover our blogs full of inspiration.

Productblogs

Informative articles about the features of DocuFlow.

Case studies

Real stories from customers and partners.

FAQ

Here are the most frequently asked questions at Documizers.

How can support help you?

Knowlegdebase

Find the answer you are seaching for in our help center

Ask your question to support

The support team is here for you!

Productblogs

The support team is here for you!

Free consultation

Wondering what else DocuFlow can do for you?

Book a consultant

Wondering what else DocuFlow can do for you?

What challenge do you have for us?

Contact

Get in touch with us. We are happy to help you.

Schedule a demo

Schedule an online demo appointment here.

Request a quote

Curious about the pricing of DocuFlow?

Ask your question to support

The support team is here for you!

Book a consultant

Need help? Schedule an appointment with a consultant right away.

Free consultation

Wondering what else DocuFlow can do for you?