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Xpertdoc Smart Flows for Microsoft Dynamics 365

Streamline and transform your business with document automation

Streamline and transform your business processes with powerful document automation with Xpertdoc Smart Flows, designed specifically for Microsoft Dynamics 365 users.

Create customised professionally executed business documents for your customers accurately and quickly.

Benefits of Xpertdoc for Microsoft Dynamics 365 users

Xpertdoc enables you to create customised documents quickly and effectively, automating the process and document workflows within your Microsoft Dynamics 365 system. Streamlining your administration and creating better documents fast, whilst seamlessly integrating your customer data.

  • Save time and money through automation
  • Reduce the risk of errors
  • Improve efficiency
  • Increase accuracy
  • Offload tasks from admin and IT resources.

Why we recommend Xpertdoc to our clients

Xpertdoc is designed to make creating personalised documents quick and accurate every time, thanks to its dynamic data-driven configuration.

The smart thing about Xpertdoc Smart Flows is that it allows non-technical business process users to easily build and manage the document generation flows they require, without the help of an IT department. No technical knowledge or coding skills are required. That's a win right there.

Its simplistic nature fits nicely into the Rocket CRM portfolio of IT solutions and because we have an ethos of keeping CRM simple, it makes the ideal addition to our Microsoft Dynamics 365 offering.

rocket crm characters explaining why they choose xpertdoc for document automation
document automation process with xpertdoc prepare generate deliver

3 step document automation

Step1 Prepare
Connect your data from Dynamics 365 Xpertdoc Smart Forms and external data sources, and your content stored in Xpertdoc Content Manager to your document templates created with the Xpertdoc Template Builder.

Step 2 Generate
Using Xpertdoc Smart Flows, generate business documents such as quotes, proposals, contracts, agreements, invoices, policies, and more, in any common format.

Step 3 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.

Implementing Smart Flows by Xpertdoc

We have implemented Smart Flows for many of our customers, where the standard Dynamics Word template functionality doesn't meet the requirement. In 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, then Smart Flows by XpertDoc really comes into its own.

Xpertdoc can prove valuable where you want to run a series of merged documents and have them automatically attached to an email to send out to a customer. It also works perfectly for automating quotes and invoices.

If you need us for ongoing support, no problem, we also offer a managed service, for your complete peace of mind. Find out more.

Why Choose Rocket CRM?

Rocket CRM is London based Microsoft Dynamics 365 partner, highly experienced, but also capable of making the complex simple. We take the time to dig deep and understand your business so that we can build a CRM solution that is built around the unique needs of your organisation.

Our mission is to help small to medium-sized companies and charities grow.

We offer completely free 30-minute consultations with no catch, no ulterior motives other than to share our extensive CRM knowledge.