SSS DocGen

Inside most vertical Dynamics 365 solutions, documents are produced by compiled templating. Moving a line on an invoice means a consultant editing C# templating code, a build, a test cycle, and a wait in the vendor's release queue. SSS DocGen replaces that model. A template is data: Handlebars markup and FetchXML datasets stored as rows in Dataverse, seeded by idempotent alternate-key upsert. A layout change ships without a release.

One call. Your app calls a single unbound custom API, sss_GenerateDocument, with a template code and a record id, from a model-driven app, Power Automate, a Code App or Power Pages. A thin plug-in proxies it to the rendering engine, which reads the template, runs its FetchXML datasets in parallel, nests the rows into a data tree, applies enrichment such as totals and aging buckets, renders Handlebars to HTML, and returns a PDF. Output modes return the HTML layout or the enriched data tree instead, so template authors can see every field before writing markup.

Runs in your own tenant. The engine runs scale-to-zero in your Azure subscription and talks only to your Dataverse, through one app registration. Nothing is stored by default: the PDF is returned to the caller, and only if you pass Attach is it written back to the record as a note, under your own retention rules. A truncated dataset or an unresolved parent key comes back in a warnings field rather than passing silently, because the dangerous failure is a document that renders successfully but wrongly.

Priced per production environment, per year. Not per user, not per document, and not by template count: EUR 7,500 per production environment per year, every template included, with development and test environments at no charge. Monitoring, patching, and Chromium and Dataverse API compatibility maintenance are included, along with one template change per quarter. Azure infrastructure is billed directly to your own subscription and typically stays well under EUR 900 a year.

Built for organisations generating invoices, statements, engagement letters and reports at volume on Dynamics 365 and Dataverse, and for ISVs that embed document generation in their own vertical solutions. Tell us which documents you generate today, what produces them, and how often they change, and we will tell you whether DocGen fits and what it would cost. Full documentation and pricing at simplesmoothsafe.com/docgen.