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.
Streamlined, Automated Document Flows
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.
A Powerful Product for Business Users
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.
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, 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.
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.
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
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