To “Document” Infinity and Beyond: Adding Value to Microsoft Dynamics 365 with Document Generation and Automation

Automation has always been a popular concept. Once a staple of science fiction lore, it has now become part of modern daily lives. One example is office automation which began back in the day with basic document management. It wasn’t too long ago that everyone used typewriters and filing cabinets to manage their office documents, until PCs emerged in the 1980s. Microsoft Word eventually became the norm, followed by landmark products Microsoft Office in 1990, Office 2003, and eventually more sophisticated present-day technology like Dynamics 365.

There is no question that a CRM can help your company with sales, marketing, customer service, and more but what about document generation? This is where Xpertdoc comes into play. When integrated with CRM, Xpertdoc Smart Flows for Microsoft Dynamics 365 fully automates the processes for the generation, management, storage and delivery of business documents. Not only can you design document templates but business users can visually model and deploy document workflows leveraging data from any available source (like Dynamics 365), addressing the most complex document scenarios while eliminating the need for technical knowledge or coding skills.

Generating Documents in 4 Easy Steps

The very first step of the document generation process is connecting your data source (Microsoft Dynamics 365) for example. Once that is done, you will need to create a data set. Not to worry, it is not as technical as it sounds. A data set is just a collection of business data in a database. Xpertdoc Smart Flows for Dynamics 365 features an updated Data Set Builder with a modern user interface and easy navigation, i.e. no programming skills required.

Now that you have got your data set, it is time to design your template using our Microsoft Word-based Template Designer (check out a previous blog post on best practices for template design). The ability to combine data sets from multiple sources into a single template allows you to tie up loose ends in one fell swoop. You decide to create customized templates for different regions, which your sales force can access via a dashboard. With your customized template, you can auto-fill information for your repeat customers, which saves time and creates a more efficient customer experience. Once your template is in place, you are all set to run a document flow.

There are more wide-reaching benefits of a document generation system, such as content search capabilities, e-signature support and more. You can archive templates, creating a personal library of enterprise information. The Single Sign-On authentication feature of Xpertdoc Smart Flows for Microsoft Dynamics 365 eliminates the need to remember passwords, providing a fast and easy connection. And speaking of connecting, you can enjoy flexible deployment options, either on-premise or in a public or private cloud.

A modern document generation tool like Xpertdoc provides more automated capabilities and a competitive business advantage than old fashioned document management. In the words of the famous fictional space ranger Buzz Lightyear, it can take you “to infinity and beyond!”

To learn more about Xpertdoc Smart Flows for Dynamics 365, visit our product section, request a free 30-day trial and follow us on Twitter:  @xpertdoc@pamelavelentzas

Dynamics 365 and Document Automation

COVID-19 update

The spread of COVID-19 continues to evolve and in this context, we wish to inform you that Xpertdoc is closely monitoring the situation and would like to inform you of the measures taken by our team to support its employees, customers and partners.

We do not foresee any impact on the delivery of our services and want to assure our customers that we are executing our continuity plans in order to ensure that our customers continue to receive our services without jeopardizing the safety and security of our personnel.

In accordance with the recommendations of government authorities, here are some of the measures being taken by Xpertdoc:

Remote work for all employees
Arrangements have already been made and we have requested that all our employees work from home. Our continuity plan includes a full deployment of remote work arrangements to ensure uninterrupted service to our clients and partners.

Hosting and cloud services
We have been assured by our suppliers that there are no known impacts to these services, and we are confident that we are able to effectively manage the delivery of our cloud services to all our customers.

We have cancelled all business travel until further notice for all our employees. If employees have or will travel for personnel reasons, they will be asked to respect the quarantine delay before participating in any business activities.

Events and gatherings
All our events have been postponed or cancelled. Our employees are no longer allowed to participate in any events, seminars or gatherings.

We are committed to providing the best possible service to our customers and partners, to ensure that you can continue digital communications with your own audience. In these critical moments if we can help please do not hesitate to contact us.


The Xpertdoc Team

Mise à jour sur la COVID-19

La propagation de la COVID-19 continue d’évoluer et, dans ce contexte, nous souhaitons vous informer que Xpertdoc suit de près la situation et que notre équipe a pris des mesures pour soutenir ses employé(e)s, clients et partenaires.

Nous ne prévoyons aucun impact sur la prestation de nos services et voulons assurer nos clients que nous mettons en œuvre notre plan de continuité des affaires, afin de garantir que vous continuiez à recevoir nos services, sans compromettre la santé et la sécurité de notre personnel.

Conformément aux recommandations des autorités gouvernementales du Québec, voici quelques-unes des mesures prises par Xpertdoc :

Travail à distance pour tou(te)s les employé(e)s
Nous avons demandé à tou(te)s nos employé(e)s de travailler à domicile. Notre plan de continuité des affaires comprend des arrangements de travail à distance pour assurer un service ininterrompu à nos clients et partenaires.

Hébergement et services infonuagiques
Nos fournisseurs nous ont assuré qu’il n’y avait pas d’impacts connus sur les services d’hébergement et infonuagiques. Ainsi, nous sommes convaincus d’être en mesure de gérer efficacement la livraison de nos services infonuagiques à tous nos clients.

Nous avons annulé tous nos voyages professionnels jusqu’à nouvel ordre, pour tou(te)s les employé(e)s. Si des employé(e)s ont voyagé ou doivent voyager pour des raisons personnelles, il(elle)s seront placé(e)s en quarantaine pour une durée de 14 jours, avant leur retour au travail.

Événements et rassemblements
Tous nos événements ont été reportés ou annulés. Nos employé(e)s ne sont plus autorisé(e)s à participer à des événements, séminaires ou rassemblements.

Nous nous engageons à fournir le meilleur service possible à nos clients et partenaires, afin de garantir que vous puissiez continuer vos opérations sans interruption. Dans ces moments critiques, nous sommes là pour vous aider. N’hésitez pas à communiquer avec nous si nécessaire.


L’équipe Xpertdoc