Once upon a time in offices around the world, documents were drafted by hand and secretaries typed away at their typewriters to produce the final copy which sometimes still ended up being re-edited with whiteout. We have come a long way from those days and now businesses are using automated processes to generate their documents. A combination of Microsoft Dynamics 365 and document automation software is changing the way work is getting done in the office. Let us look at how organizations that engage ERP and CRM applications are evolving all thanks to the document automation process.
In the past, some processes of document generation required the involvement of IT experts who can do coding to come up with rich CRM documents. Today you simply link your MS Dynamics to the document automation software and it will pull the data from your specified location while using a pre-designed template to come up with the document you need. The different processes that would involve a couple of people are now handled solely by the automated software so anyone in the organization can simply set the ball rolling and then the generation, processing, and storage or delivery of the document is done automatically.
Marketers who avail document automation tool in Microsoft Dynamics 365 applications whether related to customer service, finance and operations, or marketing can accomplish a lot more in a fraction of the time it used to take them to meet different clients' needs. With automation, they can generate repeat documents like price quotes, billing, and projections which they can customize for each client and send it out with confidence that the right information gets to the right client without delay. This makes for happier customers and more effective business.
Back in the days when typewriters were used to create documents and data was stored in filing cabinets, this meant there was a lot of walking back and forth between offices to find data needed for various documents. The idea of international branches of the same company sharing data was a headache (just to think about the processes involved).
Today, however, you can use automation to link to shared storage in the cloud so that data can be accessed no matter where you are in the world.
An employee on holiday in Hawaii can send an urgent contract to a client in Japan without having to get off their mat on the beach. This can be done even if part of the clauses of the contract had been edited by another person just a few hours ago, since changes made anywhere will be effected almost instantly and applied to everyone.
The combination of MS Dynamics and document automation software like Windward in the business world is effectively changing the way we do business. In most part, this is for the better even if it means that your work can follow you everywhere you go, even on a vacation. We are getting used to things like e-signatures and quick searches for information in databases. It would seem the world we saw in sci-fi movies a few years ago is now a reality.