Document merge functionality
The client wanted to create a single document composed of a document containing text and images, that they create and upload from the portal with a fixed text at the beginning and the end of this merged document.
What Was Holding the Business Back?
The organization required a consistent way to generate standardized documents while allowing users to include custom content and images.
What We Set Out to Achieve
How We Delivered Results
An Azure Web API integrated with Dynamics 365 Sales was implemented to automate document assembly and deliver standardized business documents.
The Outcome
The solution standardized document generation, reduced manual effort, and delivered a consistent document creation experience.
The Bigger Picture
The automated document merge solution simplified business document generation by combining Dynamics 365 templates with user-uploaded content through an Azure Web API. The solution eliminated repetitive manual document preparation, ensured consistent formatting and branding, and provided users with a seamless portal experience. By standardizing document creation while preserving flexibility for custom content, the organization achieved greater efficiency, improved consistency, and a scalable approach to enterprise document management.