Xpertdoc for Dynamics 365

Better, Faster Document Automation for Microsoft Dynamics 365

Are you looking for a quicker way to generate highly personalised quotes, proposals, invoices and other documents?

Xpertdoc for Microsoft Dynamics 365 enables end-users to easily generate documents using data from Dynamics 365 / Dataverse in a common, consistent format. Efficiently produce routine documents, as well as detailed reports to shortcut existing processes where information is manually collated.

Reduce errors and save time by applying simple or complex document flows using flow steps and wizard-driven conditional logic to precisely define the content presented for each recipient.

As an Xpertdoc partner, Preact implements Xpertdoc to implement automated document generation flows from Dynamics 365. Contact us today to find out more and discuss your requirements.

XpertDoc: Capabilities Overview

Key Benefits

  • Accurate and quick production of professional documents for your customers.
  • Enhanced document generation over standard Dynamics 365 and Power Apps capabilities.
  • Easily configurable document templates via Word.
  • Allows any user to execute consistently branded documents from within the Dynamics interface.
  • Save hours producing reports, proposals and other comprehensive documents.
  • Affordable licensing for SMB customers.
  • Highly scalable - upgrade for additional capabilities, increased document capacity, support for larger teams or dedicated hosting.
  • Native integration with DocuSign.
  • Works with Power Automate - combine Xpertdoc Smart Flows with scheduled flows and approval processes within business process flows.
Xpertdoc Smart Flow user interface to manage quote generation, deliver and storage processes

Document Automation in 3 Easy Steps

1. Prepare

Connect data from Dynamics 365, Xpertdoc Smart Forms, Xpertdoc Content Manager and document templates.

2. Generate

Create compelling business documents using automated Xpertdoc Smart Flows containing conditional data-driven steps.

3. Deliver

Send documents via a range of options including email and e-sign platforms, and store documents in Dynamics 365 or SharePoint.

Features Include

Conditional Document Flows

Visually build automated document flows which contain conditional steps, such as sending generated documents by email and creating Notes and Activities with attached documents.

Advanced Document Design

Xpertdoc Template Builder add-in for Microsoft Word allows users to create dynamic and professional templates. This enables automated data integration from multiple sources, barcodes and QR codes, tables, multimedia content, and language variations. This also supports add in expressions for calculations and complex conditions to include / exclude content.

N:N, 1:N or N:1 Relations

All data sets related to a template show up in the mapping pane of the Xpertdoc Template Builder. Apply information to Word or PDF templates from related entities which may be several levels, down, up, or across.

Centralised Management Console

Integrated control panel to access and manage project settings, controls and configurations.

Thumbnail of signed quote document

Implementing Xpertdoc

Preact has deployed Xpertdoc with Smart Flows for many of our customers to meet requirements where regular template functions aren't sufficient. This allows non-technical users to easily build and manage document generation flows without the intervention of an IT teams as no coding skills are needed.

If that sounds like what you're looking for, why not get in touch to learn more and arrange a demonstration?

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