Xpertdoc Smart Flows for Microsoft Dynamics 365

Automate Your Document Flows from Creation to Delivery

What Are Smart Flows?

Xpertdoc Smart Flows are easy-to-configure processes that business users start from their Microsoft Dynamics 365 platform with a single click or from their own custom code. Smart Flows leverage data from available sources such as Dynamics CRM to generate, manage, deliver and store better documents, faster.

Visually Build a Flow. Without Code.

With the embedded Smart Flow Builder, document generation, storage and delivery processes can be visually modeled and deployed by business users. Eliminating the need for technical knowledge or coding skills, Xpertdoc Smart Flows empowers the business user to model and manage flows that address even the most complex document scenarios

Document Generation in 4 Easy Steps

Using Xpertdoc Smart Flows for Microsoft Dynamics 365 is easy. Set up a connector to Dynamics 365 via Microsoft’s web or mobile interface to access Xpertdoc’s intuitive platform. Create your data set, then design your document template with our Microsoft Word-based Template Builder. Once the template is ready, run a Smart Flow to automate the document generation process with a click of a button.

Xpertdoc Smart Flows - 4 Easy Steps

A Powerful Platform for Business Users

Xpertdoc’s Smart Flows 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, public or private Microsoft Azure cloud to suit the specific needs of your organization.

Modern UI – Web and mobile-ready with dashboard-style reporting
Xpertdoc Smart Flows - Modern UI
Data Set Builder for the creation of various types of data sets; standard D365, custom and XML
Xpertdoc Smart Flows - Data Set Builder
Composed templates with conditional segments using "drag n' drop" functions
Xpertdoc Smart Flows - Conditional Segments
Single Sign-On (SSO) authentication utilizing D365 user profile
Xpertdoc Smart Flows - Single Sign-On
Easy-to-use template design with Xpertdoc Template Builder for Microsoft Word
Xpertdoc Smart Flows - Combination of Multiple Data Sources
Flexible deployment options – On-premise or in the Microsoft Azure cloud
Xpertdoc Smart Flows - Deployment Options

4 Reasons Why You Need
Xpertdoc Smart Flows

At Xpertdoc, our mission is to help you improve the processes you go through with your documents to ensure that each one is designed and delivered better, faster. With our Smart Flows, you will:

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Accelerate a document creation process like sales quotes, order forms, proposals, invoices, contracts, policies, service documents, and more.

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Generate documents from any data source or from any document template with built-in support for e-signature – without leaving Microsoft Dynamics 365.

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Empower business users to reduce dependence on IT resources.

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Visualize and simplify document generation while eliminating manual and error-prone processes.

Take a Test Drive

Do you want to accelerate your document creation process like sales quotes, order forms, proposals, invoices, contracts, policies, service documents, and more? Do you want to generate documents from any data source or from any document template with built-in support for electronic signature – without leaving Microsoft Dynamics 365?

If the answer is yes, test drive Xpertdoc Smart Flows for Dynamics 365 and see how we can help you create better documents, faster! Also, if you would like to take part in the Early Access Program, please apply by agreeing to the Program Terms below.