Adding Value to Your Dynamics 365 Deals: How to Benefit from an Xpertdoc Partnership

Partnerships in business can be just as useful and fruitful as those found elsewhere. One example is partnering with Xpertdoc to enhance Microsoft Dynamics 365 by adding a user-friendly document generation solution. Suddenly, it’s a different animal, with modern, automated document capabilities that open the door to a whole new world of functionality and advantages.

Here are three key benefits of becoming an Xpertdoc partner:

  1. Technology Many folks believe creating and generating customer-facing documents involves coding skills and IT support. Not so. Xpertdoc for Dynamics 365 is a no code/low code document generation solution that empowers business users to create, manage and deliver data-driven and relevant documents. Your customers can build their own document flows, templates and forms, putting them in the driver’s seat. And an API integration allows for scalability and flexibility. Watch this short video to learn what Dynamic Communities User Group had to say about how Xpertdoc helps them generate better documents, faster and in return more effectively communicate with their customers.
  2. Support – Xpertdoc offers a full suite of services, including product installations, trainings and optimizations. We also provide additional tools in the form of sales, marketing and technical support in whatever combination makes sense to each reseller partner.
  3. Global Partner Program You’ll reap recurring rewards, like revenues from license and maintenance renewals each year. You’ll also have access to the Xpertdoc Partner Portal, one demo environment and five internal-use software licenses. To help meet your growth goals, Xpertdoc offers ongoing business reviews. Being a partner also means you’ll continue to expand your network and business potential as a member of the global Xpertdoc community.

In business, needs vary, which is why Xpertdoc offers three tiers of reseller partnerships: Bronze, Silver and Gold. Read more about the requirements for these levels to determine the best match for you and your customers, and visit our Partner page to explore a natural win-win opportunity.

To learn more about Xpertdoc’s document generation and document automation products, follow us on Twitter: @xpertdoc@pamelavelentzas

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