Smart Flows vs Dynamics 365 –
Document Generation Comparison

Find out how the new native document generation capabilities of Microsoft Dynamics 365 compare to the Xpertdoc Smart Flows.

Features Native Dynamics 365
Triggering the Document Creation Process
Via user interaction (command bar)
Via Dynamics 365/CRM workflows
From external code (REST API call)
Output Options
Create documents in other formats than .docx (.doc, PDF, html, .rtf, .xps, .txt, etc.)
Create documents with dynamic names
Create documents in the right language based on CRM field value
Convert documents with additional settings (e.g., output quality settings, access and security settings)
Post-processing Options
Use visual designer to manage document generation, delivery and storage flows, with conditional logic
Save to Microsoft SharePoint (select storage location, with or without metadata)
Store on external drive (FTP over SSH, Local Filesystem, WebDAV, Windows Share, etc.)
Create Task/Letter/Email Activity and attach generated document
Create Note and attach generated document Only when generated via workflow
Use generated document to populate the email body instead of attachment
Use another document to populate the email body
Attach and email via SMTP
Print to a network printer or Google Cloud Print
E-sign generated document with DocuSign or Sertifi via email
E-sign generated document in person with DocuSign or Sertifi, using stylus on tablet
Data Selection
Include all entity types, all field types, and all relationship types
Include multiple levels of relationship
Extend data set with user input during document creation process
Merge external data in documents (schema based data sets, data retrieved from URL)
Template Design
COM add-in for Microsoft Word Via Developer ribbon
Map fields by display name
Loop sub-grids One level deep
Sort and limit loops
Group loops (e.g., products per product type)
Loop filtered result sets
Conditional content
Apply conditions based on user input during document generation process
Conditional formatting
Field formatting for date, time, number, currency, percentage, etc.
Re-usable styles for date, time, number, currency, percentage, etc.
Convert case (e.g., ALL CAPS to Sentence case)
Find, replace and/or insert text in mapped value
Dynamic integration of images from CRM, URL or lookup table Only entity images
Insert dynamic hyperlinks
Insert existing documents (.doc, .docx, PDF, html) from CRM or URL
Do calculations
Create calculated pseudo fields and pseudo relationships to connect data points from various sources
Create charts showcasing your data
Template Management
Template store location Xpertdoc Smart Flows server Microsoft Dynamics 365/CRM
Compose templates with template segments for header, footer, body and insert zone
Sub-categorize templates (sub-folders, tags)
Clone templates
Manage template access restrictions By security role, by business unit and by team By user
Enable template versioning with comments and rollback
Manage translations per template
Promote templates (DEV-UAT-PROD) across one or more servers
Provide detailed logging and reporting
IT
Fully documented REST API
Extensibility via custom document post-processing configurations