Product overview

PrecisionForms is the simple, smart and secure way to efficiently and cost-effectively automate the creation, customisation, delivery and management of documents within your Microsoft Dynamics® 365 system. PrecisionForms can be deployed on-premise or in Azure to match your system choices.

In addition, PrecisionForms can provide automatic capture of information and dynamic interactive workflows to improve business processes and customer experiences. Furthermore, PrecisionForms enables a secure and robust document management environment to meet your business and legal compliance needs.

Built for your needs

Benefits and features


PrecisionForms reduces and simplifies document design and production to reduce costs and deployment times. Its world-class document management enhances customer/supplier preferences and keeps your documents secure and compliant.

Fast, low-cost, high-quality business document design and production

First-class customer and supplier experiences

Digitised workflows that can extend to users external to your ERP system

Automated document compliance and auditability to meet compliance and legal requirements

Enhanced security and control for robust processes and information leak prevention

Flexible deployment in Azure, public cloud, or on-premise

Full visibility and tracking of document interaction once it has been sent

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