Xpertdoc Connector For Microsoft Dynamics 365

Create Data-Driven Documents for a Better Customer Experience.

Xpertdoc CCM and Microsoft Dynamics 365. The Perfect Match.

With more organizations heavily investing in a CRM solution to manage their relationships, Xpertdoc CCM allows you to leverage the data-rich customer data found in your Microsoft Dynamics CRM to create highly-personalized, data-driven communications in a single click.

Case Study


Husky Injection Molding Systems Ltd. Reaps Benefits from Connecting Documents to CRM

Design, Manage and Deploy Directly from CRM

Reduce dependence on IT and leverage your Microsoft skill set with our Microsoft Word-based Template Designer. Creating visually appealing forms and documents has never been easier. And with our Connector to Microsoft SharePoint, manage and store your documents in a central location.

See What Melissa Erickson from Dynamic Communities User Group has to say about Xpertdoc

Developed by Xpertdoc. Powered by Microsoft Cloud.

57% of fortune 500 companies use Azure. And so do we.

At Xpertdoc, we’re proud to be a Microsoft Gold Partner. Our Customer Communications Management (CCM) platform is built on Microsoft’s technology stack. And not only is it cloud-based but it’s powered by Microsoft Azure – the market-leading cloud platform that integrates with your environment, so you can focus your efforts on running your business and not your technology infrastructure.

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