An innovative document generation solution,

empowering all Dynamics 365 users to generate

better documents, faster.

Do you want to power up your Microsoft Dynamics 365 environment with an easy-to-use
and seamlessly integrated document generation solution?

Xpertdoc Smart Flows for Dynamics 365 replace often manual and error-prone document
creation processes, and empower all Dynamics 365 users – without any help of their IT
department – to create and deliver better business documents, faster.

POWER TO THE BUSINESS

The Xpertdoc Smart Flows UI lets you build and run any
document creation, approval and delivery process that
leverages data from Microsoft Dynamics 365, user input
captured via forms, and/or external data stored outside
Dynamics 365. No matter how complex your document delivery
scenarios are, business process owners can model and deploy
them by simply arranging flow steps on the Xpertdoc Smart
Flow Builder canvas and defining wizard-driven logic between
the steps.

Immersed into the Dynamics 365 user experience, end-users

can quickly run smart flows deployed to their production
environment. With the click of a button, they can create the
most compelling quotes, contracts, reports, correspondence or
any other business documents, guided through the best suited
post-processing, approval, delivery and archiving paths to meet
the intended addressees via their preferred delivery channel.

LEVERAGE DATA FROM ACROSS AND

BEYOND MICROSOFT DYNAMICS 365
Applications no longer live in silos; data shouldn’t either.
Xpertdoc Smart Flows for Microsoft Dynamics 365 have no
limitations on the data you can use and combine in your
business documents. The Smart Flows support 3 main data
sources:
Microsoft Dynamics 365 data: Collect data from all standard
and custom entities, with multiple levels of relationship. Include
all field types as well as virtual entities. Create and manage
your data sets with the visual Data Set Builder, and filter your
data using the wizard in the Xpertdoc Template Builder rather
than complex queries.
User input: Use custom data sets or Xpertdoc Smart Forms to
ask questions to the end-user during execution of smart flows.
The user-provided data can be inserted into the generated
document, or can drive content and layout conditions in
document templates and flows.
External data: Connect data sources outside Dynamics 365
to collect more data. Link the data to your other data sets by
building pseudo relations. Collect XML data from RESTful web
services with the easy-to-use data collection steps inside the
Smart Flow Builder.
EMPOWERING ALL MICROSOFT ADMINISTRATORS
DYNAMICS 365 USERS
The administration/configuration experience is so good that
From the end-user generating and delivering better documents, everybody wants to be an Administrator when Xpertdoc Smart
faster, to the template designer and the administrator building Flows for Microsoft Dynamics 365 is installed.
process logic for the creation and delivery of any document,
to the developer calling Smart Flows functions through custom
code, all users involved in document generation processes can
benefit from Xpertdoc Smart Flows’ integration with Microsoft
Dynamics 365.

DYNAMICS 365 END-USERS

First-time or occasional Dynamics 365 users appreciate and
greatly benefit from the clear step layout when selecting and
running a smart flow. Straightforward navigation, along with a
single window interface help end-users provide flow input and
select a document delivery option from any device.

The visually appealing control panel in the management

console gives access to all useful settings and preferences.
Beyond configurations, an admin can also easily gain insights
in the adoption, the usage and the performance of the
Xpertdoc solution. Troubleshooting of erroneous smart flows
can be performed directly from the control panel to offer
unprecedented efficiency and continuity to organizations of
any size.
TEMPLATE DESIGNERS
Gone are the days where template design required
programming knowledge, time and multiple attempts to get
the desired output. The Xpertdoc Template Builder add-in for
Microsoft Word turns your familiar word processor into a dream-
come-true for template designers. With an added ribbon toolset
and a mapping pane, it allows designers to create the most
sophisticated and professional templates.

Document generation flows define the full process, from initial
trigger to final delivery of one or more documents. In the
Xpertdoc Smart Flow Builder, template designers can build out
simple or more complex processes that contain conditional
scenarios, such as sending documents by email, to a print
service or for e-signature via a variety of platforms, and storing
documents in Microsoft Dynamics 365 or SharePoint.
DEVELOPERS
Xpertdoc Smart Flows for Dynamics 365 come with a REST API
based on the OpenAPI specification (OAS). Every functionality
available in the solution can be called from a series of
programmed “get”, “post”, “put,” and “delete” functions.
Generated documents can combine data from multiple
sources across and beyond Microsoft Dynamics 365, collected
either via out-of-the-box connectors or RESTful web services.
Xpertdoc Smart Flows optimize document creation and delivery
processes across your broader software landscape, resulting in
better documents, faster.

www.xpertdoc.com/smartflows-d365