Xpertdoc for Microsoft Dynamics 365

Empower your Dynamics 365 users with an innovative document automation solution enabling the generation, management and delivery of better documents, faster.

Microsoft Dynamics 365 Integration

Streamlined, Automated Document Flows

Xpertdoc for Microsoft Dynamics 365 lets you build and run any document-centric process that leverages data from Dynamics 365 and external data sources like Xpertdoc’s web-based Smart Forms. Whether your organization requires simple or complex document flows, business process owners can easily model and deploy them by arranging flow steps through the solution’s intuitive user interface, and defining wizard-driven logic between these steps – without code.

Document Automation in 4 Easy Steps

Immersed into the Dynamics 365 experience, business users can quickly run document flows deployed to their production environment in 4 easy steps. Access Xpertdoc via its login interface or Microsoft Dynamics 365. Create your data set, then design your document template with our Microsoft Word-based Template Builder. Once the template is ready, run a flow to automate the document generation process with a single click.

Xpertdoc for Dynamics 365 - Document Automation in 4 Easy Steps

A Powerful Product for Business Users

Xpertdoc for Dynamics 365 features powerful tools that make the generation, management and delivery of business-critical documents effortless. And we offer flexible deployment options, such as on-premise or in the public or private Microsoft Azure cloud, to suit the specific needs of your organization.
Xpertdoc Smart Flows - Responsive UI

Modern, Responsive User Interface

In English, French or Dutch, the modern and responsive user interface (UI) of Xpertdoc for Dynamics 365 is available in the classic web UI as well as in the new Unified Interface in Dynamics 365. The single-window interface allows for clear, straightforward navigation.

Multiple Data Set Types

Using the embedded Data Set Builder, multiple types of data set – standard Dynamics 365, user input and XML – can be created and combined in document templates. Standard Dynamics 365 data sets include data from all standard and custom Dynamics 365 entities, with multiple levels of relationship, as well as all field types and virtual entities.

Xpertdoc Smart Flows - Multiple Data Sets
Xpertdoc for Dynamics 365 - Relations

1:N or N:1 Relations

All data sets related to a template show up in the mapping pane of the Xpertdoc Template Builder. With the concept of pseudo relations, entities can be linked from one data set to entities from another to form 1:N or N:1 relations.

Composed Templates

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 Dynamics 365 data and user input.

Xpertdoc Smart Flows - Composed Templates
Xpertdoc for Dynamics 365 - Single Sign-On

Single Sign-On (SSO) Authentication

When connecting to Xpertdoc for Dynamics 365, users can benefit from quick and easy Single Sign-On authentication. This convenient connection experience doesn’t compromise corporate security protocols related to enterprise core systems such as Microsoft Dynamics 365/CRM.

Seamless Integrations

Xpertdoc for Dynamics 365 offers seamless integrations with the Microsoft and Dynamics 365 ecosystems – Microsoft SharePoint, DocuSign, Sertifi, OneSpan Sign, and Adobe Sign. It can also be integrated with other Xpertdoc components such as Smart Forms and Content Manager.

Xpertdoc for Dynamics 365 - Integrations

A Better, Faster Alternative to SSRS Reports

For companies using or adopting Microsoft Dynamics 365 solutions, report development in SQL Server Reporting Services (SSRS) can be a challenge. Xpertdoc for Dynamics 365 eliminates the struggle by offering a user-friendly, modern alternative that empowers business users and reduces the need for IT involvement.

Useful Resources on Xpertdoc for Microsoft Dynamics 365

What Is Dynamics 365? The Guide to Microsoft’s New Cloud Business Management Solution

Husky Injection Molding Systems Reaps Benefits from Connecting Documents to CRM

Xpertdoc for Microsoft Dynamics 365: The Better, Faster Alternative to SSRS Reports

Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?​

Contact us today to schedule a demo or to get a free trial.