Xpertdoc – The better, faster alternative to SSRS
Empower your business users, reduce dependence on IT and increase productivity with a better, faster alternative to SSRS reports.
For companies using or adopting Microsoft Dynamics 365 solutions, report development in SQL Server Reporting Services (SSRS) can be a challenge. Xpertdoc for Microsoft Dynamics 365 offers a user-friendly, modern alternative to SSRS, empowering business users and reducing dependence on IT resources.
Here is a guide comparing the document generation capabilities of Xpertdoc for Dynamics 365 to SSRS. It will help you determine the best option for your organization.
| Features |  |
SQL ServerReporting Services |
|---|---|---|
| Triggering the document generation process | ||
| Via user interaction (command bar) | ||
| Via Dynamics 365/CRM workflows | ||
| From external code (REST API call) | ||
| Output options | ||
| Create documents in other formats than *.docx (*.doc, *.pdf, *.html, *.rtf, *.xps, *.txt, etc.) | ||
| Create documents with dynamic names | ||
| Create documents in the right language based on Dynamics 365/CRM field value | ||
| Convert documents with additional settings (e.g., output quality settings, access and security settings) | ||
| Post-processing options | ||
| Configure document generation, delivery, storage, and e-signature flows, with conditional logic, through a visual designer | ||
| Save to Microsoft SharePoint (select storage location, with or without metadata) | ||
| Store on external drive (FTP over SSH, local file system, WebDAV, Windows share, etc.) | ||
| Create a Task/Letter/Email activity and attach a generated document | ||
| Create a Note and attach a generated document | Only when generated via workflow | |
| Use the generated document to populate the email body instead of the attachment | ||
| Use another document to populate the email body | ||
| Attach and email via SMTP | ||
| Print to a network printer or PrintNode | ||
| E-sign generated documents with DocuSign, Sertifi, OneSpan Sign, or Adobe Sign via email | ||
| E-sign generated documents in person with DocuSign, Sertifi, OneSpan Sign, or Adobe Sign, using stylus on tablet | ||
| Data selection | ||
| Include all entity types, all field types and all relationship types | ||
| Include multiple levels of relationship | ||
| Extend data set with user input during the document generation process | ||
| Merge external data in documents (schema-based data sets, data retrieved from URL) | ||
| Template design | ||
| Design templates with an add-in for Microsoft Word | Via Developer ribbon | |
| Map fields by display name | ||
| Loop sub-grids | One level deep | |
| Sort and limit loops | ||
| Group loops (e.g., products per product type) | ||
| Loop filtered result sets | ||
| Include or exclude content based on conditions | ||
| Apply conditions based on user input during the document generation process | ||
| Set conditional formatting | ||
| Set field formatting for date, time, number, currency, percentage, etc. | ||
| Re-use styles for date, time, number, currency, percentage, etc. | ||
| Convert case (e.g., all caps to sentence case) | ||
| Find, replace and/or insert text in a mapped value | ||
| Incorporate dynamic images from Dynamics 365/CRM, URL or Lookup table | Only entity images | |
| Insert dynamic hyperlinks | ||
| Insert existing documents from Dynamics 365/CRM or URL | ||
| Set calculations | ||
| Create calculated pseudo-fields and pseudo-relationships to connect data points from various sources | ||
| Create charts showcasing data | ||
| Template management | ||
| Manage templates in a storage location | Xpertdoc server | Microsoft Dynamics 365/CRM |
| Compose templates with template segments for header, footer, body, and insert zone | ||
| Sub-categorize templates (sub-folders, tags) | ||
| Clone templates | ||
| Manage access on templates | By security role, by business unit and by team | By user |
| Enable template versioning with comments and rollback | ||
| Manage translations per template | ||
| Promote templates (DEV-UAT-PROD) across one or more servers | ||
| Provide detailed logging and reporting | ||
| IT | ||
| Get a fully documented REST API | ||
| Program custom document post-processing actions | ||
Ready to leverage the power of Experlogix Document Automation?
