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Transform® for Microsoft Dynamics 365 Operations PrecisionForms ™
Simple, smarter document design and output management
” The Bottomline forms solution belongs in every single Microsoft Dynamics 365 Operations implementation. When custom-ers discover the time they can save creating 365 custom documents and implementing multi-channel delivery, the solution simply sells itself.”
– Darrell Smith, Microsoft Certified, Business Management Solutions, Specialist, Agility Business Solutions
Reduce implementation and migration times from weeks to days
Enhance Dynamics 365 Operations forms and reports
Optimize business commu-nications tailored to customer needs, increasing customer engagement and profitability
Extend and support workflows beyond the boundaries of your ERP
Simplify designing branded quality output
Benefits
Why PrecisionForms?
Reduce Implementation and Migration Time
PrecisionForms supports a faster, more cost-effective implementation of your forms within Dynamics 365 Operations. By simplifying the process, technical consulting costs are reduced, the project delivery is quicker and risks are minimized during the implementation phase.
Within days, you can have PrecisionForms live in your Dynamics 365 Operations environment, including the set-up of forms and documents without the need for technical consulting. Future migrations are made easier by reducing the need to recreate your forms during the 365 upgrade process.
Enhance Microsoft Dynamics 365 Operations Forms & Reports
The PrecisionForms Designer enables the creation of dynamic invoices, checks, purchase orders, bills of lading and other documents without complex Dynamics 365 Operations programming or application changes. With PrecisionForms Designer, users can add logos, graphics, barcodes, signatures, colors, fonts and conditional logic to Dynamics 365 Operations forms. The intuitive graphical design interface empowers non-technical staff to design forms, giving control to those who understand the document and business needs best.
Create more functional, professional looking documents and distribute through print, fax, email, web or Microsoft SharePoint.
PrecisionForms delivers complete automation for design, distribution and storage of transactional
documents. Supported by tight integration with your critical business applications like Microsoft Dynamics 365 Operations and Microsoft SharePoint
®
, PrecisionForms is a powerful solution.
Before & After Rules-Based Document Customization & Delivery
Simplify Designing High Quality Branded Output
PrecisionForms ease-of-use extends to the application interface as well. When producing documents, PrecisionForms shares the same familiar Dynamics 365 Operations user experience, maximizing efficiency with minimal training. When form customiza-tions are needed, the convenient ‘drag & drop’ designer allows even non-technical staff to tailor and view reports. The intuitive interface makes designing and editing Forms simple with the ability to view the final document during design.
Optimize Business Communications
When working within a global network of employees, customers and partners, PrecisionForms makes it easy for organizations to communicate and maintain document-centric business processes by supporting text localization for the most popular worldwide languages. By tailoring communications in the format and time your vendors need, you’ll increase engagement and profitability. PrecisionForms gives you greater visibility of all outbound communications, offering a complete audit trail. And with Preci-sionForms expanded integration with Microsoft SharePoint, even non-traditional ERP users can view the same documents available within Dynamics 365 Operations via their browser.
Extend and Support Workflows Beyond Your ERP
Process workflows are all built into the PrecisionForms design environment. With only one application to learn, users can build portable solutions and improve their business commu-nications without costly changes to other applications.
Users can generate and automatically distribute multiple documents electronically or by print. With a high volume of transactional documents, you need a high level of visibility across document workflow. Process automation significantly improves cash flow, customer service and enhances produc-tivity by reducing the cost and time spent on repetitive tasks.
Native Microsoft Dynamics 365 Operations Sales Invoice Report
Invoice
Corporate Office: Redmond, Washington, USA 98052Telephone: 1 425.555.0156 Facsimile: 1 425.555.0159Email: [email protected] Website: www.contoso.com
Contoso Entertainment Systems
ARInvoiceP.cfp6 − Aug2004
Item number Description Quantity Unit price Amount
Page
Number
Date
1 of 1
SO−100004
Contoso Retail San Diego456 Peach Road San Diego, CA 92114 US
Contoso Entertainment Systems123 Coffee StreetSuite 300Redmond, WA 98052US
Invoice
07/31/2014
1151 83.12196.0600.2Center Channel Speaker Model 011151 24.42112.2600.2Center Channel Speaker Model 011161 59.79195.9300.5Satellite Speaker Model 011161 38.33396.7400.7Satellite Speaker Model 011401 1.00 204.39 204.39Car Audio System Model 011402 1.00 257.53 257.53Car Audio System Model 021606 2.00 400.00 800.00High−Definition Digital Video Recorder
Model 02
Total
2,039.50
0.00
2,039.50
Sales tax
Sales balance
Invoice
Corporate Office: Redmond, Washington, USA 98052
Telephone: 1 425.555.0156 Facsimile: 1 425.555.0159
Email: [email protected] Website: www.contoso.com
Contoso Entertainment Systems
ARInvoiceP.cfp6 − Aug2004
Item numberDescription
QuantityUnit price
Amount
Page
Number
Date
1 of 1
SO−100004
Contoso Retail San Diego456 Peach Road San Diego, CA 92114 US
Contoso Entertainment Systems123 Coffee StreetSuite 300Redmond, WA 98052US
Invoice
07/31/2014
1151
83.12196.06
00.2
Center Channel Speaker Model 01
1151
24.42112.26
00.2
Center Channel Speaker Model 01
1161
59.79195.93
00.5
Satellite Speaker Model 01
1161
38.33396.74
00.7
Satellite Speaker Model 01
1401
1.00204.39
204.39
Car Audio System Model 01
1402
1.00257.53
257.53
Car Audio System Model 02
1606
2.00400.00
800.00
High−Definition Digital Video Recorder
Model 02
Total
2,039.50
0.002,039.50
Sales tax
Sales balance
PrecisionForms Sales Invoice Report
Corporate HeadquartersPortsmouth, NH 03801 USAtel +1 800.243.2528, +1.603.436.0700email [email protected]
Europe, Middle East, AfricaReading, Berkshire RG17JX UKtel +44.118.925.8250email [email protected]
Asia-PacificPyrmont, Sydney NSW 2009 AT tel +61 2 8047 3700email [email protected]
bottomline.com
© Copyright 2017 Bottomline Technologies All rights reserved. Bottomline Technologies and the BT logo are trademarks of Bottomline Technologies, which may be registered in certain jurisdictions. REV 013017 US
About Bottomline Technologies
Bottomline Technologies (NASDAQ: EPAY) helps businesses pay and get paid. Businesses and banks rely on Bottomline for domestic and international payments, effective cash management tools, automated workflows for payment processing and bill review and state of the art fraud detection, behavioral analytics and regulatory compliance. More than 10,000 corporations, financial institutions, and banks benefit from Bottomline solutions. Headquar-tered in Portsmouth, New Hampshire, we delight our customers through offices across the United States, Europe, and Asia-Pacific.
For more information, visit www.bottomline.com.
Why Bottomline?
For more than 20 years, Bottomline has delivered software applications that optimize ERP-driven financial processes. As a result, we have both the proven solutions and the tested domain expertise to deliver consistent customer value and significant return on investment. Bottomline’s document automation solutions have been successfully installed for more than 3,000 enterprises around the globe.