Dynamics 365 Customer Engagement

Effortless document creation and delivery in Customer Engagement

Empower teams to create better documents

Lasernet enables you to quickly generate, preview, distribute and archive customer-facing documents directly from Dynamics 365 Customer Engagement, without needing custom code or IT support. Enhance your brand and boost customer satisfaction with easy-to-use tools designed for the way you work.

Because Lasernet is embedded into F&O, it integrates seamlessly with your workflows and upgrade paths. Whether you’re producing customer-facing documents, regulatory outputs, or internal reports, Lasernet delivers accurate, compliant, and on-brand results - without the complexity or limitations of ER or SSRS.

 

We streamline document processes so you can focus on customer relationships:

  • Create branded documents from CE without coding or IT support
  • Create documents using data from CE entities, F&O tables, and third-party systems
  • Configure output and email flows with flexible, rule-based delivery options
  • Seamlessly add attachments, control formatting and apply design updates

Why choose Lasernet for Dynamics 365 Customer Engagement?

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Merge data from CE, FO and external systems

Generate documents by combining data from CE, Finance & Operations, and external systems, without coding or custom development.

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Configure output flows without writing code

Deliver quotes, invoices or communications via print, email or cloud with flexible output rules. No coding required, just simple settings that can be updated on the fly.

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Take control of your brand and formatting

Design changes don’t need developers. Logos, layouts, and templates can be updated quickly, ensuring your documents always look the part.

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A unified platform for design, delivery and compliance

Lasernet transforms Dynamics CE into a complete document management system. It enables fast and secure generation of business-critical communications like quotes, contracts and service documents. With support for XML, PDF, Word and Excel formats, and integration with SharePoint and other archive solutions. Lasernet ensures you're always ready for regulatory compliance, multilingual output and digital distribution.

Drag-and-drop template design that saves time

Document templates can be created and edited in a user-friendly graphical environment. Merge data from FO and CE, create graphs and charts, criteria based formatting and branding and complex calculations. Teams can share and reuse master templates, ensuring consistency across your entire customer journey from first contact to aftercare.

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Enhanced email output for modern communications

Automatically configure file names, email subject lines and content per document type. Add attachments, set BCCs and tailor communications, streamlining digital touchpoints without relying on native email options.

Find the right Lasernet solution for your business

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