Use Cases

Automated Dynamic Document Generation

Bringing efficiency and precision to document creation, we transform standard Word templates into dynamic tools that automatically populate with real-time customer data from Dynamics, aligning perfectly with your brand’s documents.

Challenge of Traditional Document Generation

Businesses often grapple with the manual, time-intensive task of document generation. This traditional approach not only consumes valuable resources but also introduces a risk of errors, impacting the overall efficiency and reliability of business communications.

Solution: Automated Dynamic Document Generation

Dataverse Experts harnesses the synergy of Dynamics, Power Automate, and DocumentCorePack to automate document generation. By extracting data directly from the Dynamics invoicing entity, we seamlessly populate invoices and other essential documents, ready for distribution, all in an automated batch process at the day’s end.

Process of Automated Dynamic Document Generation

Template Customisation: We begin by tailoring Word templates to reflect your brand, ensuring consistency across all documents.
Data Integration: Leveraging Dynamics, we map out the necessary data fields to ensure accurate information retrieval.
Automation with Power Automate: Our experts set up Power Automate flows to fetch the required data and populate the templates.
Batch Processing with DocumentCorePack: Utilising DocumentCorePack as the templating engine, we configure the system to generate and send documents in batch runs, optimising the process.

Benefits of Automated Dynamic Document Generation

Efficiency

Dramatically reduce the manual effort involved in document creation.

Accuracy

Minimise errors with automated data population, ensuring documents are always precise.

Scalability

Easily adapt to increasing document demands without additional resource strain

Consistency

Maintain brand integrity with uniform documents that align with your corporate identity.

Examples for Automated Dynamic Document Generation

Invoicing

Streamlined creation and distribution of invoices, incorporating dynamic values for each client, enhancing the payment cycle’s efficiency.

Credit Notes

Automated generation of credit notes, ensuring quick and accurate responses to billing adjustments.

Business Contracts

Customised contracts populated with specific client data, ready for distribution, supporting faster deal closures and legal compliance.

Ready to automate your document generation?

Transform your document management process from a burden into a competitive advantage. Contact us to explore how automated dynamic document generation can revolutionise your business workflows.