Is there a need for document automation AddIn for Dynamics Finance?

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Posted on by Genesis

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Hi All,

This is not a marketing message (I am purposely not mentioning my company name). It is a query asking for your advice if there's is a market opportunity here (that my company can take advantage of).

Is there a need for a document automation AddIn for Dynamics Finance?

By this, I mean an application where you can design document templates in Word, Excel, & PowerPoint, and include your business logic as well as data to pull from Dynamics in them. And then set events in Dynamics Finance that will then generate & route those documents. (There's more, but that's the crux of it.)

Do you think there is a need for this? And if so, what particular need(s) do you see?

And for those needs, what particular document(s) do you think people would use this for to generate?

Or any other thoughts on this please.

Thanks,

Genesis

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André Arnaud de Cal... 306,446 Super User 2026 Season 1 on at

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Hi Genesis,

For sure there is a need for this functionality. For this reason, Microsoft created the Configurable business documents already themselves.

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