Stop Struggling with SSRS Reports: Five Ways Xpertdoc Smart Flows for Dynamics 365 Zap the Hassle

We are all creatures of habit. Sometimes we do the same thing without realizing there might be a better alternative. For example, each morning, you pack your gym bag. It is kind of a pain to get your shoes to fit in with your clothes, and you usually wind up forcing everything in after a struggle.

Over the weekend, you decide you need new shoes and go shopping. While you are debating whether to get the same pair you just wore out, or try something new, another item catches your eye. It is a rack of gym bags. In a brief instant, you imagine having a tote big enough to actually hold all your stuff. That would pretty much eliminate the unnecessary battle with the bag every morning, which would be glorious! It just hadn’t occurred to you there might be another product out there that would replace hassle with ease.

Similarly, many business folks struggle with Microsoft SQL Server Reporting Services (SSRS). It is a server-based report generating software system that has been around for a while. In this age of digital transformation and automated report generation, it can make simple report generating tasks much harder and more complicated than they have to be, partially because it is meant for developers. But there is a much more user-friendly, modern alternative.

Here are five ways Xpertdoc Smart Flows for Microsoft Dynamics 365 eliminate the struggle of dealing with SSRS reports:

  1. Anyone can use Xpertdoc Smart Flows: Who likes writing SQL sub theories? Not me! And not you, either, unless you are a developer and you do that for your job. Xpertdoc Smart Flows for Dynamics 365 are for business users. You don’t have to know SQL code – or any code, for that matter. Instead, you would start with the intuitive platform, create your data set, build your template using “drag and drop” functionality, and start your document flow.
  2. Xpertdoc Smart Flows are user-friendly and convenient: Our Smart Flows for Dynamics 365 offer dashboard-style reporting, so you always know where you are at a glance. SSRS has no such thing, as you are expected to have developer-level skills and interpret code for that information. Xpertdoc Smart Flows’ user interface is both web and mobile-ready. SSRS requires more work to run on mobile devices, as the capability isn’t built-in. Specifically, you would have to implement SQL Server Mobile Publisher. This is not for the average bear.
  3. Xpertdoc Smart Flows can combine multiple data sources: SSRS has limitations aggregating and sorting data, which makes getting the data into the documents for report generation problematic. Xpertdoc Smart Flows for Microsoft Dynamics 365, by contrast, can combine multiple data sources, so data can be moved from point A to point B. This functionality is useful when creating document flows, because it ensures data from different sources are routed into the automated document reports without a hitch.
  4. Xpertdoc Smart Flows don’t have upgrade issues: Despite an update in 2016, SSRS is hard to upgrade. So hard that when the subject comes up, most folks just start looking around for other options. In addition, the interface, with its outdated visualizations, is probably nearing end of the line, too. 2016 wasn’t yesterday. Our Smart Flows are new, and connected to Microsoft Dynamics 365, so upgrade issues are manageable if they come up at all.
  5. Xpertdoc Smart Flows fit in your gym bag – that is, your system: SSRS can be a space hog, or “resource intensive”, meaning it can use up a lot of server resources. Xpertdoc Smart Flows for Dynamics 365 cause no system strain.

With their ease of use and powerful modern capabilities, our Smart Flows for Microsoft Dynamics 365 are definitely the better alternative for any business user.

To learn more about Xpertdoc Smart Flows for Microsoft Dynamics 365, watch this short video, request a free 30-day trial and follow us on Twitter: @xpertdoc, @pamelavelentzas

Xpertdoc Smart Flows for Dynamics 365

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