Smart Templates for Dynamics 365 - 2026 Pricing, Features, Reviews & Alternatives

Smart Templates for Dynamics 365 is a cloud-based PDF document generation and e-invoicing solution built exclusively for Microsoft Dynamics 365 Customer Engagement and any Dataverse online environment, covering Sales, Customer Service, and custom Dataverse apps. The template designer runs as a native app inside Dynamics 365, requiring no workstation installation and no separate sign-in. PDF generation executes as a plugin within the customer's own Dataverse environment, meaning all document processing stays inside the tenant with no external PDF server, no hosted infrastructure, and no data transmitted to third-party services. Documents such as quotes, invoices, packing lists, and production orders can be generated in under one second from any Dynamics record, form, list, or embedded list.

Smart Templates for Dynamics 365 provides a WYSIWYG design surface that matches print output in font and dimensions, with support for multi-page tables featuring repeating headers, zebra stripes, borders, and merged cells. Custom variables can be fixed, calculated, or conditional, and number, currency, and date formatting — including date arithmetic — is configurable per template. Barcode, QR code, and GiroCode (SEPA) generation is available from field values or fixed text. E-invoicing output in ZUGFeRD, Factur-X, and XRechnung standards is produced from a single template, supporting regulatory compliance without duplicate template maintenance. Role-based access separates designers from print-only users, and the solution covers all Dynamics environments across a single Azure tenant — production, test, and development — under one license.

Optional AI integration supports template design and migration. Microsoft 365 Copilot can function as an in-designer assistant, applying changes as a single undoable step using the user's own permissions. External AI tools — including ChatGPT, Claude, and Gemini — are supported via an AI package that governs data access boundaries. The same AI package enables migration of existing Word templates into the native format, reducing conversion effort. Setup completes in four steps: import solution, assign role, upload logo, open designer. Pricing is available as a one-time purchase (with or without a maintenance contract) or as an annual subscription, with all options covering all environments in the tenant at a flat rate with no per-document or per-user fees.