SharePoint Document Generator

Save time creating documents and PDFs from templates in Dynamics 365 by having these files automatically filed in SharePoint.

SharePoint Storage

Documents are filed in a SharePoint library for each record

Output as PDF or DOCX

Create one or more documents using defined templates from any record

Works on any Entity

Works with Accounts out-of-the box, or configure for any entity

How It Works

  • Define which entity the solution will work with.
  • Enable users to generate multiple templates in a single action, or limit to one.
  • Select export types as PDF or DOCX.
  • This solution can also be configured to save each document to the record timeline as an attached note.
  • By clicking 'Generate Documents', users are able to select one or more Word templates. This will generate the document(s), download each file in PDF or DOCX format, and automatically store this in SharePoint.
  • This requires the out-of-the-box SharePoint connector to be installed and configured. A document location must be installed on each record before these documents can be automatically filed.

How to Deploy the SharePoint Document Generator

Request a callback now to find out more and implement this solution in your environment.

By submitting this form, you agree to Preact's privacy policy and the processing of this data.