Xpertdoc Smart Flows 2018 Release Preview Guide

The much-anticipated release of Xpertdoc Smart Flows for Microsoft Dynamics 365 (formerly XperiDo v4.0) is the first of several global Xpertdoc product developments, following the acquisition of XperiDo by Xpertdoc Technologies Inc. The unified Xpertdoc product suite combines the known features and advantages of the XperiDo solution with the advanced document automation expertise of the Xpertdoc team, to ultimately achieve one overarching customer benefit – better documents, faster.

Our customers have come to expect that we continuously innovate and think outside the box. The Xpertdoc Smart Flows integration therefore empowers (non-technical) business process owners to easily build and manage document generation and management flows that are key to the processes they own, without any help from their IT department. With Xpertdoc Smart Flows, document design and post-production processes can be established more efficiently without the need for technical knowledge or coding skills.

So what’s new?

Ultimately, Xpertdoc Smart Flows for Dynamics 365 relies on an integrated and intuitive user experience with refreshed user interface (UI) and enterprise capabilities to offer a competitive edge in digital transformation or business scaling projects, where Dynamics 365 applications can be leveraged in a hosted or cloud infrastructure deployment.

For end-users:

  • Intuitive UI with responsive design and single window navigation.
  • Classic web UI and new Unified Interface on both web and connected mobile devices.
  • Integrated and easily accessible via the Microsoft Dynamics 365 Unified Interface applications.
  • Simplicity and security compliance through Single Sign-On (SSO) authentication with Dynamics 365 user profile.

For template designers:

  • Document generation flows to visualize, manage and execute the entire document lifecycle.
  • Flow Builder to build simple or more complex processes with conditional content delivery scenarios.
  • The much-loved XperiDo Template Design for Microsoft Word add-in (now rebranded Xpertdoc Template Builder).
  • A whole array of input, output and delivery options.
  • New Data Set Builder connecting multiple data sources, within or outside Dynamics 365.

For administrators:

  • Integration of system/user administration into a visually appealing control panel.
  • Full control over project settings, connectors configuration, user admin and many other practical settings.
  • An overhauled reporting functionality to monitor the adoption, usage and performance of the solution.

For developers:

  • Xpertdoc Smart Flows for Microsoft Dynamics 365 is available with a brand new REST API (based on OpenAPI specification).
  • Every Smart Flows function can be called with programmed configurations (GET, POST, PUT and DELETE).
  • Advanced integration with other Xpertdoc platform features (Smart Forms, Template Manager, Document Services, etc.).

For the full details, download the Release Preview Guide.

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