Automation

Zero-touch document control at DPS Group

Version and release control for customer sales pack

Background
DPS Group were using a variety Office 365 quote templates to provide a document pack for customer quotations.
They needed a stronger process to ensure all required documents were included at the same revision level.
Challenge
Automatically create quotations and supporting documents in a standardised format
Provide built-in revision and release control.
Technology

Approach
When a new quote is created in Dynamics 365, use Microsoft Flow to automatically create output documents via Webmerge.
Quote and supporting documents are stored in SharePoint. These are linked to the sales quote in Dynamics 365.
Revision control managed via SharePoint.
Benefits
Time-saving: Automation of document control allows team to focus on customer quote.
Integrated: A powerful combination of Dynamics 365, Office 365 and web services.
Controlled: All documents in the pack must be at the same revison before they can be released.
Professional: DPS Group's customers receive quotation documents with a consistent look and feel, every time.