Live in production

Documents from D365.
On click.

Templ8r turns Dynamics 365 records into branded Word, PDF and Excel documents in seconds. Click a ribbon button on any record. The PDF lands on the timeline. That's the product.

Book a 15-min demo → See how it works
D A M
D365 admins are testing it on real customer orgs.
contoso.crm11.dynamics.com — Sales Order
+ New·Save·Refresh Generate document
SALES ORDER
ORD-01034 · Acme Industrial Pumps Ltd
Customer
Acme Industrial Pumps
Order date
May 7, 2026
Owner
Sarah Mitchell
Status
Active
ProductQtyUnitTotal
HX-450 hydraulic pump4£1,250£5,000
3" stainless coupling12£42£504
5m armoured hose3£180£540
HX-450 pump × 4£5,000
SS coupling × 12£504
5m hose × 3£540
Total£6,044
See it move

The whole flow. End to end.

Click → modal → branded doc on the timeline. No edits, no scripting.

Dynamics 365 | Sales Hub
⌕ 🔔 SM
+ New ⟳ Refresh ✎ Edit ▣ Save ⊞ Generate document ⋯
SALES ORDER

ORD-01034 · Acme Industrial Pumps Ltd

Summary Line items Timeline Related
Customer
Acme Industrial Pumps
Order date
7 May 2026
Owner
Sarah Mitchell
Status
Active
Currency
£ GBP
Order total
£6,044.00
ProductQtyUnitTotal
HX-450 hydraulic pump4£1,250£5,000
3" stainless coupling12£42£504
5m armoured hose3£180£540
Generate document ×
Pick a template for ORD-01034
⊞
TechSol Sales Order
Branded · v3 · published
⊞
Internal pick list
Not shown — your role doesn't allow it
1 User opens the sales order…
Temply, the Templ8r mascot
Meet Temply

Three pieces. Nothing else.

A small managed solution sits in your Dynamics 365 tenant. Our hosted control plane handles the heavy lifting. Your data never leaves your Dataverse — we read it at generation time and discard it.

01

Click the ribbon

End-user clicks "Generate document" on any record. The modal lists templates their D365 role lets them see — nothing else.

02

We render

We pull the record + related rows from your Dataverse, merge them into your branded .docx, render the PDF. Seconds, not minutes.

03

Lands on the timeline

PDF auto-attaches to the record's Timeline. Anyone who can see the record can find the document. Word + PDF download links return to the user.

See the merge

Your template. Their data. Merged.

Click a token on the left. Watch it bind. Tokens are real Dataverse paths. No screenshots — actual product output.

Template (.docx source)

<heading>
{{customer.name}}
</heading>

Order: {{order.number}}
Date: {{order.date | date}}

<table>
  {{#each order.lines}}
    {{this.product}} × {{this.qty}}
    {{this.total | currency}}
  {{/each}}
</table>

Total: {{order.total | currency}}

Rendered output (live)

Acme Industrial Pumps

Order ORD-01034 · May 7, 2026
ItemTotal
HX-450 hydraulic pump × 4£5,000.00
3" stainless coupling × 12£504.00
5m armoured hose × 3£540.00
Total£6,044.00
Features

Built for D365 admins. Sold to everyone else.

Real multi-tenancy, role-aware visibility, audit trail, open-source rendering. None of the surprises that bite when you scale a Power Automate flow.

Role-based visibility

End-users see only the templates their D365 security role allows. No template proliferation, no "oops we sent that confidential one".

1:N · N:N · Lookups

Loop over line items. Pull from N:N intersect tables. Reach into related records via lookup columns. Visual mapper makes it click-and-go.

Word, Excel, PDF

Native Word and Excel templates, server-rendered PDF. PowerPoint on the roadmap. No premium-connector tax.

Hard tenant isolation

Every request carries a per-tenant credential. Storage and queries are filtered to your tenant by design. Cross-tenant access is impossible.

Async + sync paths

Fast docs render in seconds. Bigger jobs queue with automatic retries on failure. Every run shows up in the audit log, replayable on demand.

Audit trail built in

Every generation logged with user, template, record, and outcome. Surface in the portal. Export as CSV. Compliance teams stop asking.

vs alternatives

Why not Word Templates? Or Power Automate?

The honest comparison. We're better at some things, simpler at others, and frankly free isn't free when it costs you Friday afternoons.

Templ8r Word Templates Power Automate doc-gen
Repeating sections (loops) Native Clunky Yes
Conditional rendering Yes No Yes
1:N + N:N + lookups All three Partial Partial
Calculated fields in template Yes No No
Role-based template visibility Built in No Manual
PDF from .docx Server-side, free Manual Premium connector
Per-template audit log Yes No Partial
Cost Per-doc / per-seat Free Premium licence per user
Time-to-first-document Under 30 min Hours Days
Security

Your data stays in your tenant.

We read records at generation time, render in memory, and discard. Nothing copied. Nothing synced. Nothing held. A short summary — full statement on request.

Multi-tenant by design
Per-tenant credentials. Tenant-scoped storage and queries. Cross-tenant access impossible.
Short-lived tokens
Tokens expire in minutes. Signing keys held in hardware-backed secret storage; never exposed in code or config.
UK-hosted, encrypted
Encrypted at rest and in transit. Hosted on enterprise-grade infrastructure with the compliance baselines you'd expect.
Off-board on request
Delete the App User in your Dataverse. We delete your tenant data within 30 days. Confirmation email on completion.
Pricing

Pilot pricing. Real pricing soon.

We're onboarding pilot customers at flat-rate pricing while we lock the model. Final tiers land before GA. The trial is real — 30 days, no card.

Trial
£0/30 days
Onboard. Generate up to 200 docs. Decide.
  • 1 D365 environment
  • 5 templates
  • Word + PDF + Excel
  • Email support
Start trial
Pilot
£399/mo
For first paying customers. Locked rate for 12 months.
  • 1 D365 environment
  • Unlimited templates
  • 2,000 docs / month
  • White-glove onboarding
  • Slack support channel
Book a call →
Enterprise
Bespoke
Multi-environment, SSO, custom DPA, scheduled pen test.
  • Multiple D365 environments
  • Volume tiers
  • SLA + credit policy
  • Right-to-audit on request
  • Dedicated account contact
Talk to us
FAQ

The questions you'd ask.

How long does onboarding take?

Under 30 minutes with a Global Admin and a Dataverse System Admin in the room. The portal walks you through admin-consent and provisions the Application User automatically. We do the kickoff call live with you.

Do we need to install anything in our tenant?

A small managed Dynamics 365 solution (~200 KB). It contains a ribbon button and three web resources. No plugins, no plugin steps, no server-side custom code. The blast radius is minimal.

Where does our data live?

Customer records never leave your Dataverse — we read them at generation time and discard. Generated documents (which contain your data) are stored encrypted, per-tenant, in our UK-hosted infrastructure. A strict-mode option is available for regulated tenants where nothing is persisted on our side at all — see "Strict mode" below.

Can other customers see our data?

No. Each tenant operates inside its own isolated boundary by design — separate credentials, separate storage paths, separate audit log. Cross-tenant access is impossible at the architecture level, not just by configuration.

What if Templ8r goes down?

The user sees a clear error. The record is unchanged. Larger jobs retry automatically. Failed runs surface in the audit log for manual replay. Production target is 99.5% with credit policy at GA.

Does it work on mobile / Teams?

Yes — uses standard Dynamics 365 modal navigation. Works wherever the form works.

How do we revoke access?

Delete the Templ8r Application User in your Dataverse. Our calls 401 immediately. Or remove the managed solution to drop the ribbon button entirely. Clean, atomic, instant.

Click. Document. Done.

15 minutes on a call. We'll show it on your D365 tenant if you want — or ours. Either way, you'll know if it's right for you by minute 14.

Book a 15-min demo →