Most teams do not lose time to their CRM. They lose it in the gaps around their CRM, and Dynamics 365 document generation is one of the biggest.
Your client data already lives in Microsoft Dynamics 365. The account details, the contact, the deal value, the opportunity stage. It is all there, accurate and up to date. Then a contract needs sending, and the process falls off a cliff. Someone opens a Word template, copies the details across by hand, fixes the formatting, saves it, attaches it to an email, sends it, and later remembers to drag the signed copy back into the record. Maybe.
Every one of those steps happens outside the system that holds your data. Every handover is a chance for a figure to be mistyped, an old template to be used, or a signed document to never make it back to the record it belongs to.
The Doc2 integration for Dynamics 365 closes that gap. Here is what Dynamics 365 document generation actually looks like when the two are connected.
Dynamics 365 document generation, from a single record
Say you need to send an agreement to a client. Rather than starting from a blank template and re-entering everything you already know, you launch a Doc2 template directly against the Dynamics record.
Doc2 pulls the data it needs straight from the entities you already maintain: Accounts, Contacts, and Opportunities. The client name, address, deal value, and any other fields you have mapped populate the document automatically. There is no copy and paste, no switching between tabs, and no opportunity for a typo to creep in between the CRM and the contract.
What would have taken several minutes of careful data entry becomes a few seconds of selecting the right template.
Dynamics 365 eSigning and automatic filing
Once the document is generated, it goes out for eSigning through the same workflow. Your client signs on any device, with no printing, scanning, or posting involved.
The part that usually gets forgotten is handled automatically. When the document is signed, Doc2 pushes the completed file straight back into Dynamics, attaching it to the relevant record’s Timeline or Notes. The signed agreement lands exactly where it should, against the right account, without anyone having to remember to file it.
That means your records stay complete on their own. When someone opens a client record six months later, the signed document is there, in context, with a clear trail of what was sent and when.
Staying in control of what syncs
Not every template needs to pull from every field, and not every process should. The integration lets you choose exactly which templates sync data from Dynamics and which entities they draw on. You decide how the connection works, so your CRM stays organised rather than cluttered, and each template only pulls the information it genuinely needs.
You can see exactly how the integration works here.
Where this actually helps
The value shows up anywhere a document follows a record.
A sales team can generate an agreement the moment an opportunity is ready, while the client is still keen, rather than losing a day to admin. An operations or onboarding team can turn a new account into a full pack of onboarding documents without re-keying a single detail. A team handling renewals can send an accurate, up-to-date contract straight from the existing record in seconds.
None of this is specific to one industry. If your business runs on Dynamics 365 and sends documents that draw on the data inside it, the integration removes the manual steps between the two.
The point of it
Dynamics 365 is where your client information should live. The problem was never the CRM. It was everything that happened once you left it to create a document.
By connecting Doc2 to Dynamics, that round trip disappears. Data flows into the document automatically, the signed copy flows back into the record automatically, and your team stays in one system throughout. Fewer errors, less admin, and records that keep themselves up to date.
