Technology Record - Issue 22: Autumn 2021

103 P ROF I L ED : F RA S E R YACHT S Document automation has enabled Fraser Yachts, the leading provider of yachting services worldwide, to significantly reduce resources spent on document generation The power of document automation T o meet the expecta- tions of the demand- ing yachting segment, Fraser Yachts wanted to produce high-quality, personalised documents that would add value for its customers. However, when moving to the Dynamics 365 platform, it realised that intuitively designing and generating com- plex documents with multiple data sources and content types is not easy with standard tools. On the one hand, Fraser Yachts wanted to have the capability of bringing complexity into its documents. Different data sources, like Dynamics 365 and SharePoint, had to be com- bined in one document. Also, various content types like high-resolution images as well as tables with technical specifications of yachts had to be integrated. On the other hand, document generation for the user and the maintenance in the background was expected to be easy and intuitive. As Fraser Yachts does not have a large workforce of devel- opers, it wanted business users to be able to design and edit documents themselves. “We know that many companies face these challenges, so we are focusing on an intuitive and flexible, yet powerful way of automating documents,” says Johannes Linder, lead tech- nical evangelist at dox42. “When Fraser Yachts first approached us, we were confident that we could fulfil all their requirements.” Fraser Yachts integrated the dox42 Dynamics CE | CRM module, which allows it to generate documents with a but- ton or drop-down menu right from its Dynamics interface. The integration is completely seamless, so that the user is not aware that dox42 is used in the background. It is now producing and sending out high-quality specifications for an individual yacht or bro- chures with a customised selection of yachts in a matter of seconds. The document templates are designed and edited in Microsoft Word, PowerPoint and Excel, which gives Fraser Yachts full flexibility to edit its templates at any time without programming. Through the full integration into Power Automate, Power Apps, SharePoint and other systems on the Microsoft and Dynamics plat- form and beyond, Fraser Yachts has been able to automate any process involving document generation. With this solution, Fraser Yachts now delivers high-quality documents to its customers, while at the same time saving val- uable internal resources with a quick ROI for dox42. Fraser Yachts can now send out high-quality specifications for an individual yacht in a matter of seconds