Live in production

Click. Document.
Done.

A ribbon button on any Dynamics 365 record. Branded Word + PDF in seconds. Pick which format lands on the record's timeline at the moment of the click — Word, PDF, or both. Your branded documents, rendered the moment your team needs them — without leaving the record.

Open the playground Why Templ8r
▶ Playground

Try it. Right here.

This is the actual D365 Sales Hub UI, with a sample sales order loaded. Pick a record, click Generate document, watch Templ8r merge and drop the doc on the timeline. Switch between three orders — every value updates live.

AC
Acme Industrial Pumps — £8,340
GX
Globex Logistics — £12,388
SI
Stark Industries — £3,901
Click here
Dynamics 365 Sales Hub
⌕ 💡 ＋ ▽ ⚙ ? ◎ Copilot
← ⤴ Generate document ▣Save ▣→Save & Close ⋯ ↗Share⌄
AC

Acme Industrial Pumps

- Saved
Order
✦ Form assist
£8,340.00
Total Amount
Active
Status
New
Status Reason
T
# TechSol
Owner
⌄
Summary Details Related⌄
* Order ID 🔒
ORD-01034
Customer *
▢ Acme Industrial Pumps
Currency * 🔒
£ British Pound
Order Date
7 May 2026
Owner
Sarah Mitchell
PRODUCTS ⋮
Product Qty Total
Detail Amount 🔒£6,950.00
(-) Discount£0.00
Pre-Freight Amount 🔒£6,950.00
Saved to record timeline
▷ Why Templ8r

Built for the real shape of D365 data.

Out-of-the-box document generation in the Microsoft stack stops at single-hop lookups, single-record runs and per-pipeline rebuilds. Premium third-party connectors charge per-call and host your data on their infrastructure. Templ8r ships the parts every D365 team eventually wishes they had — multi-hop traversal, repeating sections, bulk runs, audit trail, ephemeral mode — at a flat per-tenant price, inside your own Azure footprint.

⛓

FetchXML-grade relationship traversal

Walk N:1 lookups to any depth in a single token — {{customer.account.parent.owner.fullname}}. Templ8r compiles your bindings into nested Dataverse $expand with column-scoped $select, so one record fetch hydrates the whole document tree. Lookup-type columns (Lookup, Owner, Customer) are auto-translated to _col_value form, and FormattedValue annotations resolve choice fields and currencies for you. No GetRecord-per-hop, no XML, no premium connector hop fees.

🔐

Per-template role visibility

Restrict a template to specific D365 security roles. End-users only see what their role allows — no template proliferation, no "oops I sent the confidential one".

🛡

Ephemeral mode

Strict-tenant flag — generated docs land on your timeline only. Never persisted on our side. Audit log keeps the event row without the payload.

📋

Audit log with snapshots

Every generation logs who ran it, against what record, with which template, and the resulting Note id. Template name is snapshotted — survives rename/delete.

⚡

Bulk generate from grid

Select 50 orders, click Bulk generate, fan out async. Progress per record, retry per failure. Designed for monthly invoice runs.

∞

Multi-tenant by construction

One control plane serves every customer. Each tenant's data is isolated by signed credentials and tenant-scoped storage paths. No per-customer code branches.

⊞

Visual binding mapper

Click any token in your .docx; pick the column / lookup / relationship to bind it to. No XSLT, no custom code. Conditionals, loops, calculated fields all in the UI.

←

Replace document, keep template

Edited the layout in Word? Click Replace .docx. Same template id, version bumps, bindings + roles preserved. New tokens auto-detected and surfaced.

⏱

Sub-2-second sync path

Small docs render synchronously, in seconds. Big docs queue async with retries. No premium connector tax on either path.

Book a demo

Fifteen minutes. One ribbon click.

We'll merge a real template against a record from your tenant and drop the docx on its timeline — live on screen — in under fifteen minutes. No deck. No follow-up sales calls.

Email hello@templ8r.co.uk See template examples