Once upon a time in offices around the world, documents were drafted by hand and secretaries typed away at their typewriters to produce the final copy which sometimes still ended up being re-edited with whiteout. We have come a long way from those days and now businesses are using automated processes to generate their documents. A combination of Microsoft Dynamics 365 and document automation software is changing the way work is getting done in the office. Let us look at how organizations that engage ERP and CRM applications are evolving all thanks to the document automation process.
In the past, some processes of document generation required the involvement of IT experts who can do coding to come up with rich CRM documents. Today you simply link your MS Dynamics to the document automation software and it will pull the data from your specified location while using a pre-designed template to come up with the document you need. The different processes that would involve a couple of people are now handled solely by the automated software so anyone in the organization can simply set the ball rolling and then the generation, processing, and storage or delivery of the document is done automatically.
Marketers who avail document automation tool in Microsoft Dynamics 365 applications whether related to customer service, finance and operations, or marketing can accomplish a lot more in a fraction of the time it used to take them to meet different clients' needs. With automation, they can generate repeat documents like price quotes, billing, and projections which they can customize for each client and send it out with confidence that the right information gets to the right client without delay. This makes for happier customers and more effective business.
Back in the days when typewriters were used to create documents and data was stored in filing cabinets, this meant there was a lot of walking back and forth between offices to find data needed for various documents. The idea of international branches of the same company sharing data was a headache (just to think about the processes involved).
Today, however, you can use automation to link to shared storage in the cloud so that data can be accessed no matter where you are in the world.
An employee on holiday in Hawaii can send an urgent contract to a client in Japan without having to get off their mat on the beach. This can be done even if part of the clauses of the contract had been edited by another person just a few hours ago, since changes made anywhere will be effected almost instantly and applied to everyone.
The combination of MS Dynamics and document automation software like Windward in the business world is effectively changing the way we do business. In most part, this is for the better even if it means that your work can follow you everywhere you go, even on a vacation. We are getting used to things like e-signatures and quick searches for information in databases. It would seem the world we saw in sci-fi movies a few years ago is now a reality.
If you've just discovered us, we're excited. Know more about Windward and get your 14-day free trial and start creating documents in quick time with our low/no code solutions.
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.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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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).
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
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.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
Try Windward with our 30-day free trial and start creating documents in quick time with our low/no code solutions.
Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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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.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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Documents can include advanced Word image properties such as shadows, borders, and styles.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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Windward has updated HTML output to reflect changing HTML standards.
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com
If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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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.
