ActiveDocs Integration: Microsoft Dynamics 365

The integration capabilities of ActiveDocs allow the complete document creation scenario to be performed from within Microsoft Dynamics 365.

With a simple Microsoft Dynamics 365 setup, a user can click a button to create a document – for example, a sales proposal – using the ActiveDocs document wizard. The document is created using the data pulled into the document or entered by the user. The document can be passed seamlessly back to Microsoft Dynamics 365.

More than simply merging data into a document, the template can contain business logic controlling the required content. Got a customer from California? The relevant clause can be included automatically. ActiveDocs users can set up and produce a variety of documents using the same Microsoft Dynamics 365 information without further IT involvement.

ActiveDocs integration allows document creation from Microsoft Dynamics 365 and document storage into Microsoft Dynamics 365, in any combination. An end-to-end solution utilizes simple steps, for example:

• Business users start document creation from within the familiar environment of Microsoft Dynamics 365.
• The ActiveDocs Document Wizard will be displayed if additional user input or editing is required. Otherwise the requested document will be created accurately without a need for user interaction, and all the required data will be populated from the relevant Opportunity and Account.
• The completed document can be passed to and stored in Microsoft Dynamics 365 or another document repository or management system, and the user is returned to the Microsoft Dynamics 365 window.

Smooth and efficient

The ActiveDocs 'right template, right now' philosophy and seamless integration mean that document creation is discreetly, and discretely, controlled to virtually eliminate document risks.

Dynamics 365 users can rapidly and accurately create and store complete and properly-formatted documents. Seamless integration gives users a smooth workflow with an easy transition between Dynamics 365 and ActiveDocs.