Xpertdoc Document Output for Microsoft Dynamics CRM enables businesses to streamline the process of document creation by combining data and business rules from their CRM installation with additional data sources, manual data entry and post-production editing of the resulting Word documents.
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With Document Output for MS Dynamics CRM, users can automate the production of:
- Business proposals
- Contracts
- Customer statements
- Client reports
- Invoices
- Personalized letters and Mail Merge
Users enjoy the following benefits from using our solution:
- Streamline the process of document creation.
- Increase the productivity of information workers.
- Improve the quality of delivered documents.
- Personalize communication’s content.
- Avoid costly and embarrassing financial and legal mistakes.
- Keep legal, financial and marketing content up to date and in synch.
- Ensure brand consistency in all communications.
The solution provides the following features:
- Embeds dynamic charts, images and photos in documents.
- Performs arithmetic functions such as calculating taxes based on jurisdiction.
- Supports advanced business rules.
- Total programmability of content and formatting, including automatic localization.
- Connects to additional sources to enhance and complement CRM data.
- Centralized management of recurring, standardized text blocks.
Xpertdoc Document Output for MS CRM offers a great ROI by improving processes and increasing productivity, thus saving time and money.
The Xpertdoc Products involved in a typical integration are:
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