An innovative document generation solution, empowering all Dynamics users to generate better documents, faster.
Document Generation in 4 Easy Steps
Xpertdoc Smart Flows for Microsoft Dynamics 365 are easy-to-configure, automated processes for the generation, management, storage and delivery of business documents. With the embedded Smart Flow Builder, business users can visually model and deploy flows that leverage data from any available source, addressing the most complex document scenarios while eliminating the need for technical knowledge or coding skills.
Using our Smart Flows for Dynamics 365 only requires 4 easy steps. Access Xpertdoc’s intuitive platform via its login interface or Microsoft Dynamics 365. Create your data set, then design your document template with our Microsoft Word-based Template Designer. Once the template is ready, run a Smart Flow to automate the document generation process with a single click.
A Powerful Platform for Business Users
Xpertdoc’s Smart Flows for Dynamics 365 feature powerful tools that make the design, 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.
Modern UI – Web and mobile-ready with dashboard-style reporting
Data Set Builder for the creation of various types of data set; standard D365, custom and XML
Composed templates with conditional segments using "drag n' drop" function
Single Sign-On (SSO) authentication utilizing Xpertdoc or D365 user profile
Combination of multiple data sources to form 1:N or N:1 relations
Flexible deployment options – On-premise or in the Azure cloud
The Benefits of Xpertdoc Smart Flows for Dynamics 365
Companies from the insurance, financial, government, manufacturing, and many other industries leverage the Xpertdoc platform to improve the processes they go through with their documents.
With our Smart Flows for Microsoft Dynamics 365, you will:
Accelerate a document creation process like sales quotes, order forms, proposals, invoices, contracts, policies, service documents, and more.
Generate documents from any data source or from any document template with built-in support for electronic signature.
Empower business users and reduce dependence on IT resources.
Visualize and simplify document generation while eliminating manual and error-prone processes.
Automate and Simplify Your Document Processes
This video highlights the features of Xpertdoc’s Smart Flows for Microsoft Dynamics 365, showing how you can automate and simplify your document flows, from creation to delivery, within a single intuitive interface.
Ready to Leverage the Power of Better Documents, Faster?
Contact us today to schedule a demo or to get a free 30-day trial.