Is there a need for document automation AddIn for Dynamics Customer Service?

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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 Customer Service?

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 Customer service 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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Hi Genesis,

The dynamics 365(Customer service app) has its own template (include excel and word) function.

Excel provides powerful ways to analyze and present your Dynamics 365 for Customer Engagement data. With Excel templates, you can easily create and share your customized analysis with others in your organization.

After you create and import Office Word templates into Customer Engagement, with one click users can generate standardized documents automatically populated with Customer Engagement data.

you can refer following link to more details about it:

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/work-with-templates#excel-templates

Regards,

Leah Ju

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