Xpertdoc for Microsoft Dynamics 365
Empower your business users with innovative document generation for Dynamics 365, enabling the creation, management and delivery of better documents, faster.
Simplified, optimized document generation for Dynamics 365
Xpertdoc for Microsoft Dynamics 365 lets you build and run any document generation, approval, delivery, and storage process that leverages data from Dynamics 365/Dataverse, Xpertdoc’s web-based Smart Forms and external data sources. Whether your organization requires simple or complex document flows, your business-process owners can easily model and deploy them by arranging flow steps through the solution’s intuitive user interface, and by defining wizard-driven logic between these steps – without programming.
A powerful solution for business users
Unlimited data sets
Multiple data sets – Microsoft Dynamics 365/Dataverse, ERP, CPQ, ECM, user input, XML, and other data sources – can be created and combined in document templates. Dynamics 365/Dataverse data sets include data from all standard and custom entities, with multiple levels of relationship, as well as all field types and virtual entities.
Advanced document design
Xpertdoc for Microsoft Dynamics 365 comes with the Xpertdoc Template Builder, a Microsoft Word add-in that allows users to easily create dynamic, data-driven and sophisticated document templates, and configure complex workflows and business rules.
N:N, 1:N or N:1 relations
All data sets related to a template show up in the mapping pane of Template Builder. With the concept of pseudo relations, entities from one data set can be linked to entities from another to form N:N, 1:N or N:1 relations.
Composed templates, called “compositions”, can be dragged and dropped into a document body, header, footer, and insert zone during template design. With Xpertdoc for Microsoft Dynamics 365, insertion of compositions can be conditional, and conditions can leverage data from Dynamics 365/Dataverse and user input.
Conditional document flows
Users can visually build automated document flows that contain conditional steps, such as sending generated documents by email, to a network printer or via an e-signature platform, creating Notes and Activities with attached documents, and storing generated documents in Xpertdoc Content Manager, Microsoft Dynamics 365 or SharePoint.
Xpertdoc for Dynamics 365 offers seamless integrations with the Microsoft and Dynamics 365 ecosystems – Dataverse, Microsoft SharePoint, DocuSign, Sertifi, OneSpan Sign, and Adobe Sign. It can also be connected to other Xpertdoc components such as Smart Forms and Content Manager.
Centralized management console
A better, faster alternative to SSRS reports
Useful resources on Xpertdoc for Microsoft Dynamics 365
Ready to leverage the power of Xpertdoc?