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 Server
Reporting 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
Get a fully documented REST API
Program custom document post-processing actions

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