CRM Add-On
awisto OfficeIntegration

Automated Document Generation

Simply create Word and PDF documents from Dynamics 365 CE. Use templates that you enrich with data from the CRM. For example, offers, service reports, orders, contracts, NDAs, etc. There are almost no limits to the complexity.

Generate Documents with just One Click

awisto OfficeIntegration
for Dynamics 365 CE

How many documents are generated every day in your company? Offers, order confirmations, service reports, visit reports and much more have to be created again and again.

Orders can also be very extensive and contain a large number of items. Orders consist of individual items, sub-orders or even contain collective orders or employee expenses.

With awisto’s Office integration, you can automatically create dynamic, highly complex documents within seconds. You define the Word template and our OfficeIntegration fills it with data from the CRM.

Thanks to intelligent workflows, generated reports, orders or invoices can be sent directly to contacts, customers or business partners by e-mail or automatically find their way into Microsoft SharePoint. Your document creation has never been so relaxed and easy.

  • Generate complex documents with Word templates
  • Create documents in Word and PDF format directly from Dynamics 365 CE (CRM)
  • Generate documents dynamically from cross-entity information in CRM
  • Simple, menu-driven template selection
  • Mass creation of documents, e.g. invoice histories, contracts with various attachments
  • Integration in Microsoft Power Automate to create and send documents automatically via workflow
  • High flexibility and configuration options
  • Highly configurable data sources with grouping and calculation functions
  • Adjustable security authorizations
  • Support for custom entities and their connections to other entities
  • Archiving and distribution of documents in Dynamics 365 CE by simply attaching them as notes directly to data records
  • Support for multilingual document creation
  • Output of images stored in Dynamics 365 CE in the documents
  • Time and cost savings when creating complex documents
  • User-friendly interface
  • Templates can be easily edited by the specialist department
  • Automation through Power Automate integration

Request now

A woman carries a whole pile of folders. Managing documents - it's easier in Dynamics 365 CE with awisto Office integration.

More functions in your CRM with our OfficeIntegration – test it now!

Test the Office integration free of charge for 3 months – we will take care of the installation and look forward to your feedback on our extended CRM functions!

Contact us

Our awisto Sales Manager Tobias Heck advises you on open questions about CRM, Power Platform, CRM Service, industry solutions & CRM add-ons

“Create documents with one click in your CRM? Let me show you how it works.”

Tobias Heck

Sales Manager

+49 (711) 490534-30

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