Accurate and efficient document automation

Experlogix allows you to create customised documents quickly and accurately within your Microsoft Dynamics 365 system.

Using Experlogix is a simple 3 step process

Prepare

Connect data from Dynamics 365 Experlogix Smart Forms, and Experlogix Content Manager to templates within the Template Builder.

Generate

Using Experlogix Smart Flows, generate business documents such as quotes, proposals, contracts, agreements, invoices, policies, and more in any common format.

Deliver

Deliver your generated documents via a wide range of options and channels and store them in Microsoft Dynamics 365 or SharePoint. There are also options to create notes, activities and add e-sign.

How Experlogix works with Dynamics 365

Handling complex data structures

We’ve implemented Smart Flows for many customers when the standard Dynamics Word template functionality hasn’t cut it. It's ideal for scenarios where you want to use the database structure to surface information into Word or PDF templates from entities that are several layers, down, up, or across.

Merging and automating documents

Experlogix can also prove valuable when you want to run a series of merged documents and have them automatically attached to an email to send out to a customer. It’s also great for automating quotes and invoices.

Rapid implementation

We can implement Experlogix into your existing CRM system quickly, thanks to our talented and skilled team.

Tell us about your document automation needs.

In a CRM pickle?

We can parachute in to fix existing problems you may be experiencing with Dynamics 365 or Experlogix. Contact us and we’ll see how we can help.

Our Dynamics 365 credentials

Rocket CRM is a fast-growing Microsoft Dynamics 365 Partner famed for making the complex simple and going the extra mile for our clients.

We offer a managed service to Dynamics 365 users to ensure you continue getting the very most from your CRM.

Need a helping hand with implementing?

We can help with implementing Experlogix or should you need us for ongoing support, no problem, we also offer a managed service for Dynamics 365 users.