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.

Optimized, Automated Document Flows

Xpertdoc for Microsoft Dynamics 365 lets you build and run any document process that leverages data from Dynamics 365/Common Data Service (CDS), Xpertdoc’s web-based Smart Forms and external data sources. Your business-process owners can easily model and deploy simple or complex document flows by arranging flow steps through the solution’s intuitive user interface, and by defining wizard-driven logic between these steps, to create personalized and engaging documents – without code.

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Document Automation in 3 Easy Steps

Immersed into the Microsoft Dynamics 365 experience, business users can leverage Xpertdoc’s powerful features to complete automated document processes in 3 easy steps.

1. Prepare

Connect your data from Dynamics 365/CDS, Xpertdoc Smart Forms and external data sources, and your content stored in Xpertdoc Content Manager or any core system, to your document templates created with the Xpertdoc Template Builder.

2. Generate

Using Xpertdoc Smart Flows, generate through automated flows containing conditional steps data-driven and compelling business documents such as quotes, proposals, contracts, agreements, invoices, policies, and more, in any common format.

3. Deliver

Deliver your generated documents via a wide range of options and channels – store in Microsoft Dynamics 365 or SharePoint, create Notes and Activities with attached documents, e-sign via leading platforms, print to a network printer or PrintNode, send by email, web, social media, or mail, and transform batches of documents with Xpertdoc Document Services.

Dynamic, Data-driven Template Design

The Xpertdoc Template Builder add-in for Microsoft Word gives you the tools to create dynamic, data-driven templates and configure complex workflows and business rules, so you can efficiently generate highly personalized and professional documents with accurate data, content, branding, and format.

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

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

Accelerate Your Document Review and Approval Process from Microsoft Dynamics 365

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

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