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, Xpertdoc’s web-based 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 code.

Document Automation in 4 Easy Steps

Immersed into the Dynamics 365 experience, business users can quickly run pre-built document flows 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 Solution for Business Users

Xpertdoc for Dynamics 365 features powerful tools that make the generation, management, delivery, and storage of business-critical documents effortless. And we offer flexible deployment options, such as on-premise or in a public or private Microsoft Azure cloud, as well as secure Single Sign-On (SSO) authentication to meet the specific requirements of your organization.

Xpertdoc Content Manager - Folder Structure

Centralized Management Console

Xpertdoc for Microsoft Dynamics 365 includes a centralized management console, providing an integrated control panel where users can access and manage project settings, controls, configurations, and flow errors. A reporting interface offers detailed insights in adoption, usage and performance.

Multiple Data Set Types

Using the embedded Data Set Builder, multiple types of data set – standard Dynamics 365/CDS, user input and XML – can be created and combined in document templates. Standard Dynamics 365/CDS data sets include data from all standard and custom 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

N:N, 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 from one data set can be linked to entities from another to form N:N, 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/CDS data and user input.

Xpertdoc Smart Flows - Composed Templates
Xpertdoc Smart Flows - Conditional Flows

Conditional Document Flows

In the Flow Builder, 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.

Seamless Integrations

Xpertdoc for Dynamics 365 offers seamless integrations with the Microsoft and Dynamics 365 ecosystems – Common Data Service (CDS), Microsoft SharePoint, DocuSign, Sertifi, OneSpan Sign, and Adobe Sign. It can also be connected to other Xpertdoc components such as 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

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.