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What is Excel-to-Word Document Automation?

The Excel-to-Word Document Automation Add-in enhances the efficiency of transferring content from Excel to Word and PowerPoint, facilitating seamless integration of diverse elements like text, lists, tables, images, and charts. It allows users to establish connections to this "dynamic" content for easy updates. This functionality supports both the modification of current documents and the creation of new ones, drawing data from any Excel workbook, whether freshly created or in active use. It proves especially beneficial for producing regular reports and customized documents that need ongoing revisions. In addition, users can leverage their workbooks and documents as templates, as any Word or PowerPoint file connected to the workbook via the core add-in can act as a template. The add-in streamlines the processes of linking, testing, uploading, and managing document templates alongside associated Excel resources, which ensures smooth document management and content updates across different platforms. Not only does this automation tool enhance productivity by minimizing manual effort and errors in document creation, but it also provides users with the flexibility to quickly adapt their materials as needed, further optimizing their workflow.

What is Document Creator?

Effortlessly tailor report formats, translate titles, and expand data sets for your layouts using Document Creator, an essential add-on for designing reports in Microsoft Dynamics 365 Business Central. This powerful tool simplifies the process of editing report layouts, dramatically decreasing the time needed for development. Even individuals lacking technical skills can easily adapt report layouts due to its intuitive design interface and the clear distinction between code and layout elements. Document Creator includes a simple standalone report designer that utilizes reliable technology, which has been in use since 1998 and is trusted by over 20,000 users across more than 50 countries. Furthermore, it is packed with various enhancements aimed at ensuring a smooth and efficient report development journey for Dynamics 365 Business Central users. As a result, this makes it a perfect choice for businesses eager to enhance their reporting capabilities and streamline their workflow. By integrating this tool, organizations can achieve more effective and visually appealing reports with minimal effort.

Media

Media

Integrations Supported

Microsoft Dynamics 365 Business Central
Microsoft Excel
Microsoft Word
PowerPoint

Integrations Supported

Microsoft Dynamics 365 Business Central
Microsoft Excel
Microsoft Word
PowerPoint

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$595.00/one-time
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

AnalysisPlace

Date Founded

2010

Company Location

United States

Company Website

Analysisplace.com

Company Facts

Organization Name

Apportunix

Company Location

The Netherlands

Company Website

apportunix.com/app/document-creator/

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Categories and Features

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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