Lasernet for Dynamics Customer Engagement
The Lasernet Connector for Dynamics 365 Customer Engagement makes it easy to control both your sales and operations documents with one simple design tool.
The Lasernet Connector for CE creates a solution that provides central control over multiple data sources within Dynamics product suite - It is possible to combine data from Dynamics 365 FO and Dynamics 365 CE, eg. where an offer from CE retrieves images of the product in FO. Lasernet can create sales documents, e.g. quotations, which come from Microsoft Customer Engagement (CE) — regardless of the application: Marketing, Sales, Customer Service, Field Service, Product Service Automation or Social Engagement.
Lasernet is 1 platform for both Operations and Sales documents
With Lasernet, you get a connector that covers 2 Microsoft products (Dynamics 365 FO and Dynamics 365 CE). The Lasernet conncector for Dynamics 365 CE covers the OM handling for both - both field services and modules assembled therin.
- Brand consistency across different areas of Dynamics
- Simplified print device management
- Combine data from Dynamics 365 FO and Dynamics 365 CE
Achieve the following with Lasernet for Dynamics 365 Customer Engagement
Data from multiple sources
Improved features with email dialogue
Your designs, your way - easy document design
Flexible distribution rules in different formats
Simplified print device management
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The CE Connector is relevant when your company experience the following issues:
Standard Dynamics 365 for Customer Engagement has its limitations. If you experience one or more of the following issues, you should consider investing in Lasernet for Dynamics Customer Engagement.
Previews are shown in the same window and there is a need to close the topdocument to "see" the previous document. Also, preview document will not look like the final document.
There are limited options for defining the destination (printer, Email, pdf etc.), and no "flow" can be configured. Importantly, there are no standard or failover destinations.
It’s difficult to implement design changes, and in order to update a report a programmer is required. There is no functionality for viewing / inserting page breaks or managing of "orphan" lines. Documents appear to be on one page onscreen, but break over many when printed or pdf’d.
You experience limited options with the standard Dynamics 365 for Customer Engagement email dialog, and it is not possible to include additional email attachments.
Why should you choose Lasernet CE Connector?
The Lasernet CE Connector offers a new level of distribution options that can even send emails to predefined destinations without having to choose templates. Advanced distribution rules can be created to ensure that the document is only received or printed by the person or department for which it is intended. With standardized branding across all documents, regardless of who creates it, the Lasernet CE Connector can create documents in any format (such as XML, Word, CSV and Excel) and print directly to any printer worldwide.