Windward for Microsoft Dynamics is the leading document automation solution for Dynamics users. With the treasure trove of data, workflows, and customer views available in Microsoft Dynamics, it can be challenging to share key findings, schedule recurring document generation, and automatically generate documents. Windward is able to transform information into mission-critical documents with our industry-leading document automation products, including loan documents, portfolio statements, drug test filings, contracts, and invoices.
Windward for Microsoft Dynamics is the leading document automation solution for Dynamics users. With the treasure trove of data, workflows, and customer views available in Microsoft Dynamics, it can be challenging to share key findings, schedule recurring document generation, and automatically generate documents. Windward is able to transform information into mission-critical documents with our industry-leading document automation products, including loan documents, portfolio statements, drug test filings, contracts, and invoices.
Windward for Microsoft Dynamics eliminates the time, expense, and risk of manual document creation. Converting data into documents is a breeze with our solutions. With no hidden implementation costs, it's a few clicks of the mouse to set up and start using Windward immediately.
Design your templates in Microsoft Word, Excel, and PowerPoint. Then use Windward to populate these templates with data from Microsoft Dynamics, and elsewhere. We offer data integration to ensure that our solution is the bridge between the data you have and the documents you want.
The Windward Report Designer within Microsoft Office is a free-form design environment for Word, PowerPoint, and Excel. These familiar and intuitive builders allow designers and developers to create and edit templates in a fraction of the time it takes with other tools. And the familiar and powerful design environment reduces custom template development time by more than 50%. Now, there is no limit to your designs and layouts!
Microsoft Dynamics users love our ability to transform data into beautifully designed documents, powerful Excel workbooks, and visually stunning presentations. Our functionality ensures that just the right data automatically flows into your template.
Reach out to our Sales team to learn more about our Microsoft Dynamics platform integration, available in October 2019.
Before using Windward, we were using another document creation tool and this old tool required some very specific, technical, XSLT knowledge, which was scarce. We didn't have a lot of people with this knowledge and it's also scarce in the market. By changing to Windward, the whole technical challenge of creating a document has been eliminated. Read more...
I don't have metrics, but I can say that some of our largest clients have on the order of 1,000,000 accounts and they are generating hundreds and hundreds of letters every day using Windward. I have never seen any problems on the performance side. It's not crashing or not performing on high volume. I can't recall any scenario where a client complained that Windward was crashing. Read more...
They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...
On a scale on one to ten, one being the worst and ten being the best, Windward is a 12. They're off the scale. I come from the software industry. I've worked for three software companies in my life, so I'm not a fan-girl of software. I'm more critical of software than the average person. When I tell you this is a good software application, take it to the bank. This is a great software application. Read more...
We decided to integrate Windward so closely with our next-gen product, in part, because we've had years of success with it in the field. It's been proven to deliver exactly what we want and exactly what we'd expect out of a solution. That was the biggest driver for us. It just flat out delivers.
We've been able to save our clients between 20 and 40 percent of their time in developing these documents. They're able to build them once, make the modifications they need to, if they have to, and they're consistent. It's been a really positive experience for them. I had one client who said they're seeing upwards of 60 percent improvement in terms of the time and effort needed to generate the documents that they need to for their clients. Read more...
Reporting 시스템을 처음 사용하는 입장입니다. 일단 첫 번째로, 익숙해 지는 데까지 걸리는 시간이 짧다는 점이 가장 마음에 듭니다. 다음으로 간단한 인터페이스에 비해 생각하는 거의 대부분의 템플릿을 구현가능 하다는 점 입니다. 마지막으로 태깅 (tagging)이라고 하는 작업의 특징 상 그리 복잡도가 높지 않은 로직 코딩과도 비슷한 과정을 거치는데 조건문, 순환문, query 등 기본 지원 기능이 매우 강력한 점이 인상적 입니다. 소프트웨어 개발자 입장에서는 Windward 사용이 머리를 식힐 수 있는 일종의 exercise 로도 꽤 유용했네요. Read more...
They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...
It has helped to reduce costs. One of the departments that we are working with came back, and said, "They saw an increase of 70 percent efficiency as a result of using or leveraging Windward reports versus the old platform."
IT can now focus on strictly IT initiatives. They are not bogged down by business personnel asking them to change minor things and reports. We can now leverage the business to make changes on their own. This frees up IT resources for some more important things. Read more...
Before using Windward, we were using another document creation tool and this old tool required some very specific, technical, XSLT knowledge, which was scarce. We didn't have a lot of people with this knowledge and it's also scarce in the market. By changing to Windward, the whole technical challenge of creating a document has been eliminated. Read more...
On a scale on one to ten, one being the worst and ten being the best, Windward is a 12. They're off the scale. I come from the software industry. I've worked for three software companies in my life, so I'm not a fan-girl of software. I'm more critical of software than the average person. When I tell you this is a good software application, take it to the bank. This is a great software application. Read more...
Reporting 시스템을 처음 사용하는 입장입니다. 일단 첫 번째로, 익숙해 지는 데까지 걸리는 시간이 짧다는 점이 가장 마음에 듭니다. 다음으로 간단한 인터페이스에 비해 생각하는 거의 대부분의 템플릿을 구현가능 하다는 점 입니다. 마지막으로 태깅 (tagging)이라고 하는 작업의 특징 상 그리 복잡도가 높지 않은 로직 코딩과도 비슷한 과정을 거치는데 조건문, 순환문, query 등 기본 지원 기능이 매우 강력한 점이 인상적 입니다. 소프트웨어 개발자 입장에서는 Windward 사용이 머리를 식힐 수 있는 일종의 exercise 로도 꽤 유용했네요. Read more...
I don't have metrics, but I can say that some of our largest clients have on the order of 1,000,000 accounts and they are generating hundreds and hundreds of letters every day using Windward. I have never seen any problems on the performance side. It's not crashing or not performing on high volume. I can't recall any scenario where a client complained that Windward was crashing. Read more...
Before using Windward, we were using another document creation tool and this old tool required some very specific, technical, XSLT knowledge, which was scarce. We didn't have a lot of people with this knowledge and it's also scarce in the market. By changing to Windward, the whole technical challenge of creating a document has been eliminated. Read more...
We decided to integrate Windward so closely with our next-gen product, in part, because we've had years of success with it in the field. It's been proven to deliver exactly what we want and exactly what we'd expect out of a solution. That was the biggest driver for us. It just flat out delivers.
We've been able to save our clients between 20 and 40 percent of their time in developing these documents. They're able to build them once, make the modifications they need to, if they have to, and they're consistent. It's been a really positive experience for them. I had one client who said they're seeing upwards of 60 percent improvement in terms of the time and effort needed to generate the documents that they need to for their clients. Read more...
I don't have metrics, but I can say that some of our largest clients have on the order of 1,000,000 accounts and they are generating hundreds and hundreds of letters every day using Windward. I have never seen any problems on the performance side. It's not crashing or not performing on high volume. I can't recall any scenario where a client complained that Windward was crashing. Read more...
On a scale on one to ten, one being the worst and ten being the best, Windward is a 12. They're off the scale. I come from the software industry. I've worked for three software companies in my life, so I'm not a fan-girl of software. I'm more critical of software than the average person. When I tell you this is a good software application, take it to the bank. This is a great software application. Read more...
It has helped to reduce costs. One of the departments that we are working with came back, and said, "They saw an increase of 70 percent efficiency as a result of using or leveraging Windward reports versus the old platform."
IT can now focus on strictly IT initiatives. They are not bogged down by business personnel asking them to change minor things and reports. We can now leverage the business to make changes on their own. This frees up IT resources for some more important things. Read more...
They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...
I don't have metrics, but I can say that some of our largest clients have on the order of 1,000,000 accounts and they are generating hundreds and hundreds of letters every day using Windward. I have never seen any problems on the performance side. It's not crashing or not performing on high volume. I can't recall any scenario where a client complained that Windward was crashing. Read more...
It has helped to reduce costs. One of the departments that we are working with came back, and said, "They saw an increase of 70 percent efficiency as a result of using or leveraging Windward reports versus the old platform."
IT can now focus on strictly IT initiatives. They are not bogged down by business personnel asking them to change minor things and reports. We can now leverage the business to make changes on their own. This frees up IT resources for some more important things. Read more...
They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...
Before using Windward, we were using another document creation tool and this old tool required some very specific, technical, XSLT knowledge, which was scarce. We didn't have a lot of people with this knowledge and it's also scarce in the market. By changing to Windward, the whole technical challenge of creating a document has been eliminated. Read more...
On a scale on one to ten, one being the worst and ten being the best, Windward is a 12. They're off the scale. I come from the software industry. I've worked for three software companies in my life, so I'm not a fan-girl of software. I'm more critical of software than the average person. When I tell you this is a good software application, take it to the bank. This is a great software application. Read more...
I don't have metrics, but I can say that some of our largest clients have on the order of 1,000,000 accounts and they are generating hundreds and hundreds of letters every day using Windward. I have never seen any problems on the performance side. It's not crashing or not performing on high volume. I can't recall any scenario where a client complained that Windward was crashing. Read more...
They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...
We decided to integrate Windward so closely with our next-gen product, in part, because we've had years of success with it in the field. It's been proven to deliver exactly what we want and exactly what we'd expect out of a solution. That was the biggest driver for us. It just flat out delivers.
We've been able to save our clients between 20 and 40 percent of their time in developing these documents. They're able to build them once, make the modifications they need to, if they have to, and they're consistent. It's been a really positive experience for them. I had one client who said they're seeing upwards of 60 percent improvement in terms of the time and effort needed to generate the documents that they need to for their clients. Read more...
Reporting 시스템을 처음 사용하는 입장입니다. 일단 첫 번째로, 익숙해 지는 데까지 걸리는 시간이 짧다는 점이 가장 마음에 듭니다. 다음으로 간단한 인터페이스에 비해 생각하는 거의 대부분의 템플릿을 구현가능 하다는 점 입니다. 마지막으로 태깅 (tagging)이라고 하는 작업의 특징 상 그리 복잡도가 높지 않은 로직 코딩과도 비슷한 과정을 거치는데 조건문, 순환문, query 등 기본 지원 기능이 매우 강력한 점이 인상적 입니다. 소프트웨어 개발자 입장에서는 Windward 사용이 머리를 식힐 수 있는 일종의 exercise 로도 꽤 유용했네요. Read more...
I don't have metrics, but I can say that some of our largest clients have on the order of 1,000,000 accounts and they are generating hundreds and hundreds of letters every day using Windward. I have never seen any problems on the performance side. It's not crashing or not performing on high volume. I can't recall any scenario where a client complained that Windward was crashing. Read more...
Reporting 시스템을 처음 사용하는 입장입니다. 일단 첫 번째로, 익숙해 지는 데까지 걸리는 시간이 짧다는 점이 가장 마음에 듭니다. 다음으로 간단한 인터페이스에 비해 생각하는 거의 대부분의 템플릿을 구현가능 하다는 점 입니다. 마지막으로 태깅 (tagging)이라고 하는 작업의 특징 상 그리 복잡도가 높지 않은 로직 코딩과도 비슷한 과정을 거치는데 조건문, 순환문, query 등 기본 지원 기능이 매우 강력한 점이 인상적 입니다. 소프트웨어 개발자 입장에서는 Windward 사용이 머리를 식힐 수 있는 일종의 exercise 로도 꽤 유용했네요. Read more...
They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...
Before using Windward, we were using another document creation tool and this old tool required some very specific, technical, XSLT knowledge, which was scarce. We didn't have a lot of people with this knowledge and it's also scarce in the market. By changing to Windward, the whole technical challenge of creating a document has been eliminated. Read more...
We decided to integrate Windward so closely with our next-gen product, in part, because we've had years of success with it in the field. It's been proven to deliver exactly what we want and exactly what we'd expect out of a solution. That was the biggest driver for us. It just flat out delivers.
We've been able to save our clients between 20 and 40 percent of their time in developing these documents. They're able to build them once, make the modifications they need to, if they have to, and they're consistent. It's been a really positive experience for them. I had one client who said they're seeing upwards of 60 percent improvement in terms of the time and effort needed to generate the documents that they need to for their clients. Read more...
They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...
For over 15 years, Windward has lead the industry with our world-class document generation solution that creates visually stunning, data-powered documents designed exactly the way users want and are created in a fraction of the time and cost compared to existing solutions. With over 10,000 customers in over 70 countries generating over 10,000,000 pages/day Windward has become the standard for document automation.
