Xpertdoc Smart Flows for Microsoft Dynamics 365 – General Availability Release

The eye-catching and much anticipated document generation solution of choice for Microsoft Dynamics 365 is now available globally, either through Xpertdoc or our partners. Since the preview release at the 2018 EMEA Summit in Dublin, we have received many satisfied responses from participants who registered to the Smart Flows for Dynamics 365 Early Access Program; the market unanimously agrees that our latest solution has certainly hit the sweet spot in offering:

  • enhanced user experience;
  • extended functionalities;
  • seamless Dynamics 365 integration; and
  • faster operation, scalability and cloud deployment.

These enhancements raise the bar, making Xpertdoc Smart Flows for Dynamics 365 the best document generation solution for non-technical Dynamics 365 business users. Our customers and partners all over the world have come to expect that we continuously innovate and think outside the box. With our Smart Flows for Dynamics 365, document design and output processes can be created and managed more efficiently, without the need for technical knowledge or coding input.

To whet your appetite before you dive in yourself and try it, here are 4 convincing reasons to start using Xpertdoc’s Smart Flows for Microsoft Dynamics 365 within your organization:

  1. Accelerate your document generation processes: You are empowered to configure the entire document generation and delivery process, step by step, within an intuitive 1-screen interface.
  2. Combine data pulled from Microsoft Dynamics 365 and any other sources: You can combine data sets from multiple sources into a single template. Additionally, data can be manually input by users during the document generation process.
  3. Ensure document generation consistency across all departments: Build simple or more complex processes that contain conditional scenarios including one or more templates, and choose from a variety of input, output and delivery steps.
  4. Empower business users and reduce reliance on IT: The Xpertdoc Smart Flows for Dynamics 365 integration empowers non-technical business process owners to easily configure and manage document generation and management flows that are key to the organization.

Xpertdoc Smart Flows for Microsoft Dynamics 365 rely on an integrated and intuitive user interface, and include extensive enterprise capabilities to offer a competitive edge in digital transformation and business scaling projects. The solution is easily scalable, provides unprecedented security as well as high availability and performance with a completely new Java-based engine. The general availability release showcases our philosophy of revolutionizing the ease of use, seamless Dynamics 365 integration, and speed in processing to ensure our customers are enabled to create and deliver better documents, faster.

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

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