SOLUTIONS, SERVICES, CONTENT & POSTS
Learn how organizations are optimizing their document-centric processes in Dynamics 365 and Power Platform with Xpertdoc’s Document Generation solution. We’re empowering business users to create, manage and deliver highly-personalized documents such as invoices, proposals, quotes better and faster. • The benefits you should expect from an integrated document generation solution. • A demonstration of the common document processes that can be automated with Xpertdoc for Dynamics 365 and Power Platform.
Xpertdoc for Microsoft Dynamics 365 lets you build and run any document process that leverages data from Dynamics 365/Common Data Service (CDS), Xpertdoc’s web-based Smart Forms and external data sources. Your business-process owners can easily model and deploy simple or complex document flows by arranging flow steps through the solution’s intuitive user interface, and by defining wizard-driven logic between these steps, to create personalized and engaging documents – without code.
Xpertdoc for Microsoft Power Platform lets you build any document generation, approval, delivery, and storage process, and seamlessly integrate them with your existing Power Apps and Power Automate flows. By arranging flow steps through the solution’s intuitive user interface and defining conditional logic between these steps, your business users can easily configure and automate streamlined, sophisticated processes across your organization’s systems and applications.
Xpertdoc Smart Forms are responsive, web-based or embedded data capture forms that enable your customers to easily enter and submit their information electronically, through a better, faster, paperless, and guided process. By exchanging manual, paper-based and error-prone processes for a digital version, you benefit from lowered resource costs, improved internal efficiencies and memorable customer experience.
Xpertdoc’s Content Manager is a secure repository for managing and storing digital assets, such as PDF forms and documents, completed or unfinished documents, logos, images, and multimedia content. Each asset can be identified using a metadata form to facilitate and accelerate search and retrieval in the repository.
Here are five ways Microsoft Power Platform and Xpertdoc team up to help companies achieve business benefits such as savings in labor and time, compliance with regulatory requirements.
This ebook covers the 10 must-haves of a document generation strategy companies implement to increase internal efficiencies, lower costs, and improve customer communications and experience, highlighting the critical role of a document generation and document automation solution like Xpertdoc.
Xpertdoc Smart Forms have revolutionized the way companies collect data and create documents. Read through our compelling use cases to see how customers or employees can easily complete complex data capture tasks, and generate personalized, relevant documents in minutes via entirely digital and automated processes – resulting in improved internal efficiencies, data accuracy and customer experience.
Learn how SSQ Insurance teamed up with Xpertdoc inorder to simplify and streamline their document creation and delivery processes, and eliminate manual steps in Dynamics 365.
Whether you need to generate quotes, sales proposals, reports, insurance policies, financial statements, or other types of documents, Xpertdoc lets you easily create customized document templates, automate business rules and integrate your customer data – all with a single click and zero coding.