Adding Charts, Calculations and Conditional Formatting to Dynamics 365 Customer Documents

Customer-facing documents often need to explain data, not simply list it. Charts, calculated values and visual emphasis can turn Dynamics 365 information into a clearer quote, service report or account communication.

The Challenge: Standard Outputs Struggle with Rich Presentation

Users may export data to spreadsheets or rely on developers to add complex calculations and graphics. This breaks the document workflow and makes formatting difficult to govern across recurring communications.

The Lasernet Approach: Rich Document Logic in Lasernet

Lasernet can apply calculations, criteria-based formatting, charts and graphs to data from Dynamics 365 and connected systems. The logic remains in a reusable template so the visual treatment changes automatically with each customer or transaction.

Why It Matters

The benefits are clear:

• Clarity: charts and formatting help recipients understand important information
• Automation: calculated and conditional content updates with the source data
• Consistency: reusable templates keep visual rules governed across documents
  
  

Turn CRM Data into a Clearer Customer Story

Rich composition gives Dynamics 365 teams a way to present complex information professionally without moving the process into a separate reporting tool.

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