Your business probably handles data from several sources and it can get overwhelming having to enter that data into different business-critical documents over and over throughout the day. Tracking that data and finding the right one to include is a tough chore on its own but thanks to MS Dynamics, you can keep track of such data and remain connected to your customers.
You can make things much better within your business by integrating document automation solutions with MS Dynamics business applications such as Customer Engagement, Business Central, and Finance & Operations. The benefits of this stretch across different departments of the business. Consider these key benefits:
Imagine a sales representative is returning home after a long day of making presentations to a client and during the commute, they receive a call from a customer requesting a quote urgently. Will the Sales rep have to run back to the office to put together a quote? No, they can pull out their laptop, log into MS Dynamics Customer engagement, and retrieve all the necessary information to include in the quote, and then using the integrated document automation software, create a quote in just a few minutes and send it promptly. The customer is bound to be impressed by how fast they received the quote and is likely to act just as fast and order the product or service.
Let's face it, even if you may have all the relevant data you need to make decisions in one place, that data can get contaminated in the process of generating documents like reports, statements, and other similar documents. Wrong or outdated data may be entered into the final document if you are performing the task manually. On the other hand, if you integrate powerful applications like MS Dynamics with document automation software, you eliminate such risks Accurate and up to date data will be used to create everything from customer profiles to payment statements and the quality will not just be amazing, but also easy to comprehend and use to make the right decisions.
Personalizing documents is a proven strategy to boost conversions and retain customers. Despite the bulk of customers a business may have to deal with, it is possible to personalize every document shared with them. whether it is an email informing them about new stock or a bill sent to them you can use document automation to personalize these documents. Since most MS Dynamics modules are able to share data, you can collect relevant information from different modules and use that to personalize documents.
Document automation makes generating reports a quick and easy process. Even if you have a meeting in an hour and you need to present a financial statement during that meeting, it is possible to generate the report within minutes and you can be sure that all the necessary data will be included and it will be error-free. This means finance teams within a business can spend more time on more important activities instead of compiling data to use in different statements.
With the use of templates, documents that need to adhere to internal or external guidelines can be generated with at most compliance. This ensures nothing is left out and the document can be easily interpreted by whoever it is intended for. Let’s consider a sales proposal, it is important that up-to-date information is included in certain fields and the structure of the proposal needs to adhere to the organization's branding. With the integration of Dynamics Business Central and document automation, the best data will be included in the proposal for better chances of closing deals.
Surveys carried out among businesses that have integrated document automation with Microsoft Dynamics modules reveal significant improvement in efficiency not just with document generation but also other aspects of the business that get more attention since staff have more time to invest into focal areas of the business. This translates into happier staff, satisfied customers, and more revenue.
Adds various capabilities such as inequalities,descending sort, joins, and other functions.
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SQL Select Debugger
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Added a Query tab as a field for typing or pasting in a select statement
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All tags using that Data source will be automatically updated with that name.
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New single interface to replace 2 separate dialog boxes
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Displays of all the tags in the template, structured as they are placed in the template. This provides a simple & intuitive way to see the structure of your template. Also provides the capability to go to any tag and/or see the properties of any tag.
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The ability to integrate the Windward Engine into Google’s cloud computing platform for developing and hosting web applications dubbed Google Applications Engine (GAE).
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If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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This new integration will allow for processing of complex scripts and bi-directional text such as Arabic. Your PDF output will be much tighter and more closely match your template, and we’ll be able to respond rapidly to PDF requests and fixes.
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Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.
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Tags are color coded in the template by type, making it easy to visually identify them.
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Version 13’s core code has been reworked and optimized to offer a reduced memory footprint, faster PDF generation and full documentation of supported features and limitations in the specifications for DOCX, XLSX and PPTX.
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Documents can include advanced Word image properties such as shadows, borders, and styles.
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Windward has updated HTML output to reflect changing HTML standards.
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Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com
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The Generate Code tool in the designer allows you to open an existing template and, with a click of a button, automatically create a window with the code needed to run your current template with all data sources and variables. Simply copy this code and paste into your application's code in the appropriate place. You now have Windward integrated into your application.
You only need to do this once. You do not do this for each template. Instead, where it has explicit files for the template and output, change that to parameters you pass to this code. Same for the parameters passed to Windward. This example uses explicit values to show you what to substitute in where.
Any pivot tables in an XLSX template are carried over to the XLSX output. The ranges in the pivot ranges are adjusted to match the generated output. So your final XLSX will have pivot tables set as expected in the generated file.
This makes creating an XLSX workbook with pivot tables trivial.
In an imported sub-template, if its properties for a style (ex. Normal) differ from the parent template's properties for the style, the use in the sub-template can be set to either use the properties in the sub-template, or the properties in the parent.
You set to retain when you don't want the child template's styling to change when imported. You set to use the parent when you want the styling of the imported template to match the styling in the parent.
Any explicit styling is always retained. This only impacts styling set by styles.
Tags can be placed in text boxes. Including linked text boxes. This gives you the ability to set the text in a textbox from your data.
Tags can be placed in shapes & smart art. This gives you the ability to set the text in a shape from your data.
When generating HTML output, the engine can either write bitmaps as distinct files the generate HTML references, or it can embed the images in the HTML providing a single file for the output.
You can place tags in pretty much any part of a template, including in footnotes & endnotes.
Any parts of a DOCX or XLSX (PowerPoint does not support this) file that are locked in the template, will be locked the same in the output.
If a font used in the template does not exist on the server generating a report, the font to substitute can be specified.
In addition, if a glyph to be rendered does not exist in the font specified, you can specify the replacement font. This can be set distinctly for European, Bi-Directional, and Far East fonts.
If you need this - it's essential. And if you don't need it, it's irrelevant.
Windward enables you to build a document by applying multiple datasources to the template simultaneously. When Windward is merging the data into a template, it processes the template by handling each tag in order, and each tag pulls from different datasources. (As opposed to processing all of one datasource, then processing the next.)
This allows the select tag to use data from another datasource in its select. For example, if you are pulling customer information from one data source, you can then pull data from the sales datasource using the customer ID of the customer presently processing to pull the sales information for that customer. If you're interested in patching together your data from multiple datasources, read this post on our blog.
