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hello and thank you for watching the dox42 scenario video about document automation and collaboration and today we will show you how you can generate D 365 C documents directly in Microsoft tips my name is Lisa and business technology evangelist at dox42 and I'm very happy to do this video together with my colleague failure today hi Fabian hi I'm Fabian I'm also business technology evangelist and I will do the live demo down and jump in the role of a junior Sales Manager and you can be excited but first Lisa will you give you a quick overview about the content of the video and then I will be back sales projects are usually realized in a team effort there's someone who's the contact person for a customer a team member who takes care of technical specifications and the sales manager that approves the deal or grants special conditions in the end everyone works on the same goal delivering the perfect quote to the customer all of that requires a solid technical infrastructure collaboration efforts and streamlined processes d 365 C II and Microsoft teams provide the perfect pace to capture information and to collaborate on projects for example by discussing wider chat which rates the offer or the uploading or required project documents to a SharePoint folder without having to leave the Microsoft teams environment so why not also generate the perfect sales quote directly in teams dox42 does this job for you and in this video we show you how you can collaborate on your D 365 C quotes and automatically create send and store sales quote documents with data from the 365 C II and SharePoint and without having to ever leave Microsoft tips how will the life demoon look like so I'm Lisa I'm the sales manager at solar-powered Alex and Fabien is part of my team I just got off the phone with the prospect with Michaela meet Evita from adventure Co and they're interested in receiving a proposal from us so what I'm doing now is I'm asking Fabien who is part of my team to please prepare the necessary documents and I'm changing into my teams and I'm gonna send him a message requesting to generate the documents well I got the message here from Lisa hi Fabio and I just got off the phone with Michaela she is the potential customer from Adventure Co please generate the individual proposal and store it in teams I double-check it and send it out later so I just give a thumbs up here and as we said we don't have to leave teams I just have my solar panels proposals tap here and I directly can generate this proposal this PowerPoint presentation for our customer and here is some information you see this VR solar powers to look so we are providing solar panels on the roof of the customers and here is Michaela meter my little bita our contact person this is the potential customer adventure CEO and there's some information about the current situation of course and customer needs and now I just want to generate a PowerPoint presentation and I do this with just one click I click here save to SharePoint and teams and the dox42 online services right now generating this PowerPoint presentation integrating all this information from CRM and then it will store this document directly in our in a specific library in SharePoint for example so here to set done there was my job I go back to sales to my sells teams and tell Lisa that this done for my side and I can say good luck with the customer for example and that was it for my part in the beginning great so I'm very happy that fabulist on the job so I'm just gonna send him a small heart he received it and now I go to my sales proposals and I'm gonna check the presentation which you generated so now I'm here still in my teams and I can see a proposal for solar panels was generated one minute ago petha been hoover because we are using Active Directory in the background so I can always see who has generated the presentation and let's have a look opening it here still in teams and I can see we now have a PowerPoint presentation for adventure CEO for a customer for Michaela and let's see what else is there the second page here this first one shows three products those three products we pulled from d3 65cm that were connected with the opportunity here we inserted a fitting picture that was actually stored in SharePoint we pulled this from Shepherd and the same a picture of Claudius cloud who was stored in the opportunity as the opportunity owner so this is why it says cloud as cloud here and this picture up here also comes from be 365 see it is the logo of our company then down here in the next slide we can see a few of our reference customers that are also stored in Cee and a company analyzes so this is what we've added to the opportunity in C we have the current situation we have the need and a proposed solution and the text from ze combined with again suitable pictures from SharePoint then we have a product we even did some calculations with dox42 in the backgrounds will be calculated a total a special discount and we've repeated that for three products we are proposing to the customer and hear a slight with connection plan and this light actually was a separate PowerPoint presentation that's also stored on SharePoint 5 and will show the data to you as well and just on the last page here we can see a contact form with Claudius cloud and even a co article that was directly generated and this leads to his phone number if you scan it so I'm really satisfied with what I see here and now I go back to my tips because I really liked it and I go back to my sales salah petals proposal and since I really liked it I'm gonna send it directly to Mikaela for her to receive the document so what I do here now is I'm just gonna say EEMA proposal and now dox42 in the background is regenerating the PowerPoint presentation and also generating an email and sending it to Mikaela with all the information leader just done here and now I'm gonna switch to my general tab and I'm gonna wait for the email to appear here it appeared because I also see seed my team's channel so that everyone's aware that the proposal just got out and if I go here and see more I can see here the email which is also personalized with pictures because the email itself the email body was a Word document the dox42 Word template that was generated as an HTML and if I say download original email and if I open it I will also show you that here you can see it a big and attached we have the presentation and if I open it you can see it's the same document great so let's switch back to teams I sent this to Michaela and now in our scenario fast forward a few days later Michaela just sent me another message she said she was really happy with the proposal they would like to proceed and they would like to receive a code for us so I'm asking father now to please set up the quote and I'm giving back to him now well that's perfect that this good news that Michaela gonna want to have the quote um and of course I created a quote in CRM and again I don't have to leave teams here to generate a quote I can directly open it here from my team solar panels pattern panel so just you can imagine that if you providing solar panels and the service so the the insulation of the panels on the roof of the customers for example then there is a little bit more information required than just listing three products like the solar panels the holders and the battery there of course there's an entire team working on one quote and to give you a better clue about what I mean we have a SharePoint list which is a great collaboration tool and there are different modules for each quote so I opened this quote modules to give you a quick overview what kind of modules have to be integrated into the quote for Michaela there's the quote ID and you see there is an Excel calculation for example our tech team is calculating all the costs to a and the panel's you see it's like here then we have for example web document this is most of the time the work of the junior sales manager there's a little cover letter it explains why it is a very good decision to work with solar panels so this is a word document and as Lisa mentioned before there is a connection plan so this is an presentation as well the tech team is working with that and this information should be integrated into the final quote as well so yeah we have all these documents and now we just want to generate this quote and I will show me how you would do it with stocks value - we go back to the solar panels and you see again there is the name of the quote and here is the cost the customer information the products and here we have the possibility to generate the quote and what I would like to do is just generate a PDF so you see how this quote should look like and then we will use the other actions here and we are using in this case again the docs for the true online service and the template is stored in SharePoint but we will have a look at the template later so it is while I'm talking it's already done so here's my quote and you see there is a big mistake it is blue so I was a little bit too quick when I was creating this template so I have to fix this but in the beginning on the header you see this is all the information from CRM then there's this cover letter and you will see there are products from CRM this is the Excel calculation from SharePoint from Excel online and the PowerPoint presentation so everything is integrated just with one click generated great so actually I have to fix this with the color first and then I will send this quote to Mikaela so let me close this one and as we promised you don't have to leave teams so our template is in SharePoint stored and we have our template designer teams here and then I can directly go to the template for this sales quote so I open this one and this is word online you see it is loading at the moment you see there is the mistake I could change the color here but I would like to show you the desktop version of our template so I recently opened it before so here it is and what you see this is word as you are used to work with we have the docs for the to add in here in the ribbon and what you can do just you can do if the Adhan is you can first of all connect the data and you need to connect to all your data sources we and you have to create this data mapping the data map is the heart of the document this is this tells dox42 where's the data coming from and you you're just doing the right connections here and you see there we have all the CRM seee dynamics which 65c data here for the sales code and of course our SharePoint data excel calculations and many more so that there are a lot of possibilities you can connect to nearly every kind of data source at the same time and everything without programming of course well after having done this and you have a dox42 data field Explorer here on the right-hand side all the data the connected data is here now and you can just drag and drop it into the document but I would like to quickly show you how you can work with the data view tableau data feeds then because we wanted to change the color so I highlight this one and I say this is supposed to be orange not blue anymore and that's it now the data coming directly from CRM is is now in the in the correct color and I can always generate my document locally so I can do this right do this right now so I will generate this and put it side-by-side to give you a better cue how what actually happened so this is the specific quote solid pair of the looks for Mikayla and docks where to now is integrating as well the information from CRM and the quote modules coming from sharepoint online such as the word document here and powerpoint excel calculations and so and it is just opening a new word document here and i put this to deeds to document side by side so let's see if it's synchronized zoom out a little bit and you see there are images this one is just one document coming from sharepoint and we define it as word document and then looks for to integrate ste the correct document at this point here is the product area this is just one line you can repeat you have we have done the possibility to create dynamic tables so if you have hundred products anywhere that then there will be hundred products integrated and this is the excel calculation here from SharePoint and there is the PowerPoint presentation and at the end there is this little incentive well that so I changed the color is now correct again here in my template so I did my job again and I will close this right now but before I generate the quote I would like to show you the template for the PowerPoint presentation as well and which we did say it's the proposal template which we have seen before just to show you that it works in the same way so you just you can use all your text boxes which you know from which which you which ever known in PowerPoint and you can integrate text as well as images so if I go further down you see there the blue data fields this is an image for example then you have the normal text boxes and you just have these data fields integrated and so you can generate them dynamic data dynamically powerpoints as well in the same way I you doing it normally yeah this is the entire proposal here so you see there are all the possibilities as well good so I'm happy with my quote and I would like to send makyla a new sasquatch for the for the required product so I go back to my sales teams and I go back to solar panels because from here I can directly generate an email but I would like to generate a draft email because I want to have a last check on my document and just clicking here on the button generate draft email will let the docs will - server generate an MSG file and opening the MSG file then gives me the possibility to have a last check on it so I open this one here and you see there's everything predefined we can omit about hello Michaela and you can also as this one is a ver template I can integrate data from CRM as well into my document or into my email text in which my predefined I can say you you are the best customer so I can individualize my email text if I want but first I will check if everything is correctly done here in the presentation the color is perfect that looks good to quote the product oh and there I see another mistake so this is not very good as just a 1% discount but we agreed on 10% so I have to fix this of course because these are going mad at me if I do a lot of mistakes here then I just quickly close this again and I will go back to my pal to my panels here to my solar panels and I just correct the discount so I say 10% discount now I saved this one here and as I trust in my skills now and I said trust in dox42 I directly sent this email this quote to maker area because now I'm convinced I represent sure that it's correct so I click here on email quote and the quote again will be generated with the correct information here and directly sent to millimeter beta and you see here it is said done so I go to my to the email account we have a dominant dummy email account from Michaela we opened this one here this it was right now in this second there is my new quote let me open this one with 10% hopefully the color is of course corrected and here there will be 10% discount so my job is done Michaela has her quote and yeah thank you very much good so I'm happy that Fabian sent out the proposal and that he corrected the mistake that was still in there so we know that Michaela has received the information and that also the truth is stored in the system we have to 10% discount there however I also want to have the overview of what was the actual quote that was sent out which is the current document because I cannot see it if he sent it directly by email so good that we have had something in the background we had a Microsoft flow so as soon as Fabian went in here and changed the discount or if you changed anything else a Microsoft flow was triggered automatically in the background regenerated a quote and stored it for us in our sales quotes channel so we can see the quotes ala penalty looks two minutes ago modified by Fabian who was a generated by him was regenerated and if I reopen it and have a look I can see it's a quote for Michaela let's zoom in with the 10% discount so perfect we have the truth in the system and we also have the truth on what was which was the latest document generated and sent out to the customer I am very happy with everything that has been set up on how we could collaborate on this sales project it's usually always a team involved in sales effort and teams and dox42 just gives us the opportunity to collaborate and streamline our sales processes even further and to just quickly explain you how it works from a technical perspective we've prepared a small slide so how does it work in the beginning there's always a dog hoodie to template so it could be a Word and Excel PowerPoint template and this is where you connect to your data sources so you to your do you 365 Cee to your SharePoint it could be Salesforce it could be Dynamics PC finance operations you name it there anything you need and then once you've done with that we are working with dox42 online so our server as a software service and with Active Directory authentication in a background so this one allows us it gives us an excess with a if everything is set up correctly excess with a to our data in dynamics and a SharePoint for example and if that one is allowed it will later on return us data with another then there is a trigger a manual one in Microsoft teams so all the button clicks you've seen or ms power automate or trigger with a flow automatically in the background once that is done the information is sent to the dox42 online server and the dox42 online server knows what to do and to generate the document so it could be an email a PDF sign it with with any other signature to storage to sharepoint to teams or just return it you name it whatever you need that was it from our side thank you very much for watching also for my site thank you so much and if you have any question just drop us an email or of course visit our website or start your free trial now