It’s hard to imagine running a scaling business today without an ERP - the operational payoff is hard to deny. The benefits most commonly reported by users include optimized inventory, productivity gains, broken-down silos and better compliance. However, ERPs focus on optimizing data, not documents. Many ERP systems lack the tools and capabilities to format, distribute and archive documents to the high standard your customers and clients expect. Microsoft Dynamics 365 F&O isn’t spared from this, either. It’s a data powerhouse, but it struggles to produce documents that align with the premium brand you’ve built.
That’s where document management software like Lasernet comes in. By integrating Lasernet into D365 F&O, you tap into a whole new world of document control. The software’s real power comes down to these five key capabilities:
Many document management systems actually create a whole new roadblock for their users: the need for a document routing agent. Document routing agents connect D365 F&O to your local printers, meaning you can send physical print jobs to printers in your building. However, they come with their own set of issues, including performance bottlenecks, authentication failures and performance issues.
You’re seeking document management software to make things faster and smarter, not to create bottlenecks for yourself and your busy team. Because Lasernet handles printing and routing natively, you won’t have to deal with problems stemming from a document routing agent. With Lasernet, you eliminate infrastructure complexity and maintenance, resulting in faster deployments without additional setup or middleware.
The recent Lasernet FO Connector 7.2 release made cloud printing even simpler. Microsoft’s changes to Azure may have left your business scrambling to find new cloud printing options, but our latest update ensures you’re secure and uninterrupted using Microsoft’s new authentication methods (without the hassle of complex setup).
One of the biggest problems D365 F&O users face when creating documents is knowing how to add data to the documents they’re creating. Many document management tools require developers to make updates that then require downtime, and the last thing you need when you’re trying to maintain a seamless document creation, distribution and archival process is downtime.
Thankfully, Lasernet sits apart from many other document management software available today, especially when it comes to data handling. The Lasernet Query Wizard, a visual SQL tool, allows a system administrator without development experience to update reporting structures by adding new data fields and sources to forms, such as sales invoices. By asking a few simple questions, the Query Wizard guides you to find, sort and present data in a user-friendly way. No recompiling. No downtime.
Lasernet’s Query Wizard essentially helps you add the data you need step-by-step without having to call for a developer, allowing them to focus on high-value tasks. As Soren Hjorth, our Business Solutions Consultant, said during our Community Summit 2025 talk, ‘Does Document Creation Drive You Mad?’, “We love wizards here!” So, how are our customers using the Query Wizard in practice?
By working with Formpipe, AGC Chemicals filled some of the gaps that Dynamics 365 doesn’t offer, and can now create business-critical documents quickly and easily. After mastering invoices and sales orders, they moved on to building reports dynamically.
Even without a deep understanding of the database structure, Lasernet’s intuitive Query Wizard helped them easily locate and select the necessary data for their reports. For example, the company can now create reports that generate weights, measures, and values, split across different product types and commodity codes, to produce accurate logistical planning documents quickly.
Find out more: How AGC Chemicals accelerated document and report creation with Lasernet
One of the biggest frustrations with D365 F&O and document tools is that you can’t just open a page and start designing. It may be that you’re not able to create a report unless it's linked to a pre-existing data class or entity, meaning you’re locked out of building a form. Instead, you’re stuck waiting for a developer to write the code first.
Lasernet gets rid of this bottleneck. Our document management software makes form creation and configuration easy – as it should be. The intuitive form editor allows you to maintain great-looking forms and reports, or structured data outputs, using input data from any platform or administrative system capable of generating structured data, such as XML, JSON or text files. There’s no need for predefined entities or slow and costly development assistance. It’s document automation at its best.
Steel Warehouse, a renowned industrial steel processing company based in the US, traded its outdated, homegrown ERP systems for D365. However, the platform’s out-of-the-box document management capabilities didn’t meet the company’s needs.
They observed that a more flexible form editor was needed to meet their customers’ specific needs, as customers requested more customization for documents such as invoices, labels, packing slips and more. By replacing SSRS with Lasernet, non-technical users can now easily navigate the form-creation process, making changes and pulling relevant data without prior technical knowledge.
Find out more: How Steel Warehouse took control of its data and documentation
Every time you update a document, whether it's just refreshing a logo, you make the changes in User Acceptance Testing (UAT) rather than the live environment. However, moving configurations between environments can be a real headache with other document management software because many rely on a single configuration file. This means that deploying a change overwrites your live settings, forcing you to frantically reset parameters manually to prevent test documents from being accidentally emailed to your customers.
Lasernet allows you to avoid this situation completely by implementing either a configuration per environment for moving components between environments or using environment variables for parameter control. This reduces risk during deployment, ensuring that your documents reach your customers only when they’re ready.
Find out more: Watch Lasernet Demos on Demand
E-invoicing rules are in constant flux, with governments worldwide mandating structured, machine-readable invoice formats. D365 F&O and many document management tools aren’t equipped to handle these new requirements efficiently, but Lasernet is. Our document management software gives you everything you need to stay compliant with e-invoicing regulations – without significantly disrupting the processes you know so well.
An issue that you’re likely coming up against is that many tools force you into a single “master” format for e-invoicing. But that doesn’t work when one customer needs PEPPOL, another needs ZUGFeRD, and a third needs a PDF.
Lasernet fixes this issue by allowing you to create a separate template for each e-invoicing standard. Plus, Lasernet offers something many other document management software can’t — the ability to grab data from multiple sources outside of F&O, manipulate it, and deliver it to different destinations, including email, APIs or customer portals.
Before Danish luxury goods manufacturer Georg Jensen found Lasernet, paper invoices were a costly thorn in its side. The company was sending nearly 100,000 paper invoices every year, at a cost of around $500,000.
After being introduced to Lasernet through their D365 supplier, Georg Jensen switched to e-invoicing. A once complex, time-consuming and paper-consuming process became a delightfully simple workflow: Lasernet receives a print file with the day’s invoices from D365, converts them to a PDF with the company logo, finds the customer’s email addresses based on their customer number, and sends the PDF via email. It’s that simple!
Find out more: How Georg Jensen saved €300,000 annually by trading paper invoices for e-invoices
All of this (and more!) makes Lasernet the perfect document management software partner for D365 F&O. The software offers you the flexibility, reliability and functionality you need across document creation, configuration, data management and e-invoicing processes. It’s an integration you’ll be really glad you found.
Do many of the challenges we’ve explored sound familiar? Book a demo today by filling out the form below, or, if you’re not quite ready to speak to our team, why not view our Demos on Demand or watch our ‘Does Document Creation Drive You Mad?’ Community Summit 2025 session.