Get into the Flow with Document Flow Automation for Microsoft Dynamics 365!

There are so many ways to mark progress in human history. In recent decades, we’ve made huge leaps in technology and capabilities that have re-defined modern life.

The evolution of document generation offers a similar picture. Progress isn’t measured only by a new product, but by automated capabilities that provide dynamic functionality, such as Xpertdoc for Microsoft Dynamics 365. Document generation on its own is like comparing a wind-up Victrola to a digital music download. Native Dynamics 365, for example, offers document generation with a few options, but none of the automated capabilities and technological conveniences that make the Xpertdoc Smart Flows component the competitive choice. If you want to compare the technical capabilities of both, click here.

Xpertdoc’s document flow automation solution is all about automating and executing every process needed for the creation, management and delivery of forms and documents from one spot. This is a powerful and competitive business advantage, not only for its efficiency, but also because it provides personalized customer service, which ultimately leads to better customer engagement and retention.

Every day, organizations send out communications like flyers, proposals, quotes, intake forms, follow-ups, offers, and more. These items could contain reusable content and repeated details like legal clauses, pricing, product descriptions, scope of service, etc. What Xpertdoc offers is the ability to design data-driven forms and templates, and then automate the assembly and delivery of the documents. You can create, manage and deliver personalized documents with the confidence of knowing the content and format are accurate and up-to-date every time.

Let’s say you are a salesperson and want to send out a proposal to a customer, but you need to make some edits to the proposal template. You’re a little wary at first, because you’re not a graphic designer. You’re relieved to discover that editing the template is easy – edited in Microsoft Word with no coding skills required so you don’t need to call IT for help. Best of all, you can automatically merge any Dynamics 365 data into your templates and conditionally display content for truly dynamic and personalized documents. And with e-signature integration, customers can complete and sign their proposals in seconds, resulting in an accelerated sales cycle.

After the document is returned electronically, you can save it to a SharePoint site for general access. If someone requests a hard copy, it’s no problem to print one. And you can now define business rules and workflows for other documents, such as invoices and marketing communications.

To stay competitive, it’s time to go with the flow – Xpertdoc document flow automation that is. Sign up today for a free 30-day trial!

To learn more about Xpertdoc for Microsoft Dynamics 365 and the Smart Flows component, visit our product section and follow us on Twitter: @xpertdoc@pamelavelentzas

Document Flow 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