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 documents directly from Dynamics 365 sales apps, 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.
The Lasernet connector is integrated seamlessly with your ways of working and upgrade paths. Whether you’re producing customer-facing documents, regulatory outputs, or internal reports, Lasernet delivers accurate, compliant, and on-brand results through powerful Customer Communication Management tools - without the complexity or limitations of native reporting tools.
We streamline document processes so you can focus on customer relationships:
Create branded documents from CE without coding or IT support
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Create documents using data from CE entities, F&O tables, and third-party systems
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Configure output and email flows with flexible, rule-based delivery options
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Seamlessly add attachments, control formatting and apply design updates
Seamless integration with Business Central
Reduces reliance on developers and complex coding
Build advanced communication flows with ease
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.
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.