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PrecisionForms for Microsoft Dynamics 365

Bottomline Technologies

Simple document creation and output management within Microsoft Dynamics 365

Reduce costs and save time by enabling business users to easily design and automate the dynamic assembly and distribution of customized branded financial and transactional documents.

Bottomline's PrecisionForms integrates real-time with Microsoft Dynamics 365, Dynamics AX, and SharePoint applications that can be deployed in Azure, public cloud, or on-premise.

PrecisionForms enables the fast and easy creation of customized dynamic business documents such as POs, invoices, checks, statements, reports, order acknowledgements, packing slips, bill of ladings, delivery confirmations, and more – all without the need for complex programming or application changes.

With PrecisionForms , business users can easily:

  • Design high-quality dynamic branded documents – no IT or coding required
  • Personalize by adding logos, graphics, colors, barcodes, and signatures
  • Automatically create and distribute printed or electronic documents (including check printing)
  • Display form content using conditional logic which streamlines and simplifies the design process
  • Enhance Dynamics 365 forms and reports
  • Save time by reducing implementation from weeks to days

Learn more about how your organization can automate the design and production of customized documents within your Microsoft Dynamics 365 environment while reducing costs, speeding up timelines, and keeping documents secure using Bottomline's PrecisionForms for Microsoft Dynamics 365.

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