You can use this link to access this free webinar and get logged in: https://webinar.ringcentral.com/webinar/register/WN__pOgjD3fTIq92wXPjMYRPw, Power Platform (Power BI, Power Apps, Power Automate, Virtual Agent), Dynamics 365 Sales, Service, Marketing/CRM, 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. Step1 Prepare } TERMS & CONDITIONS | COOKIES & PRIVACY POLICY, Xpertdoc Smart Flows for Microsoft Dynamics 365, Streamline and transform your business with document automation, Benefits of Xpertdoc for Microsoft Dynamics 365 users. What capabilities does the new connector have? Affordable threat detection and response you can rely on. Users cannot execute flows within the Power Automate platform if the flow includes a wait for user input step. Generate documents from any data source or from any document template with built-in support for electronic signature. } Xpertdoc offers a supported integration with Microsoft 365, Xpertdoc offers a supported integration with DocuSign, Xpertdoc offers a supported integration with Dynamics 365, Xpertdoc offers a supported integration with Microsoft SharePoint, Xpertdoc offers a supported integration with Adobe Acrobat Sign, Xpertdoc offers a supported integration with SugarCRM, Xpertdoc offers a supported integration with OneSpan Sign, Xpertdoc offers a supported integration with Microsoft Power Automate, Xpertdoc offers a supported integration with Sertifi, Xpertdoc offers a supported integration with Microsoft Power Apps. Textflo is a text management system that can be used to organise your online links or computer documents. You will receive a link to create a new password via email. If a user name is specified, the API key that was configured for the connection to Smart Flows must be for an administrator in Smart Flows. Analytical cookies are used to understand how visitors interact with the website. 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. Your business-process owners can easily model and deploy simple or complex document flows by Lost your password? Click on + New Step to add a new step. Learn how organizations are optimizing their document-centric processes in Dynamics 365 and Power Platform with Xperdoc's Document Generation solution. Partner Near You, 2022 CRM Software Blog Here Is Why You Need a CRM, Document Flow Automation for Microsoft Dynamics 365, Adding Value to Microsoft Dynamics 365 with Document Generation, A Better, Faster Alternative to SSRS Reports with Xpertdoc Document Generation, How to Setup a Dynamics 365 integration with SharePoint, Send Dynamics 365 Emails from Power Automate, Word Document Templates that use FetchXML for Complex Data Retrieval, Create an SSRS report for Dynamics 365 Part 1, Meet Microsofts New CRM REST Builder Tool to Simplify Processes. The practice of defending computers, servers, mobile devices, electronic systems, networks, and data from malicious attacks. Get full details. Pamela VelentzasXpertdoc100-1562 National St.Terrebonne, Quebec J6V 0E2Canada450-961-9111E-Mail Authorhttp://www.xpertdoc.com/. Type 'Xpertdoc' in the "Search connectors and actions". What we did is simply add a new icon at the top. Xpertdoc Template Builder add-in for Microsoft Word allows users to create dynamic and professional templates. We will be transitioning to a new and improved knowledge base in the near future. can take advantage of these tools to easily build custom
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You can also use the "Compare" buttons while browsing. redirect_url = redirect_url +'?option=oauthredirect&wp_nonce=' + custom_nonce + '&app_name='; Low code development platform for designing applications. } 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. On that icon, an action of type 'Power Automate' has been configured to call a flow. Streamlining your administration and creating better documents fast, whilst seamlessly integrating your customer data. var perfEntries = performance.getEntriesByType("navigation"); Accelerate a document creation process like sales quotes, order forms, proposals, invoices, contracts, policies, service documents, and more. Accurate and quick production of professional documents for your customers. sign in. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. window.location.href = redirect_url + app_name; These cookies do not store any personal information. Integration with the Microsoft Power Platform, Trigger Smart Flows from the Power Platform, https://MyProject.smartflows.xpertdoc.com), Connection Name: Name to identify the connection to Smart Flows in Microsoft Power Automate. In Power Automate, create a new automated flow. modules Power Apps, Power Automate and Power BI
Connect data from Dynamics 365, Xpertdoc Smart Forms, Xpertdoc Content Manager and document templates. } We will not go in details in the creation of that step, but here's on we did for our example. Please don't fill out this field. Financial Services | Healthcare | Manufacturing | Retail. Rocket CRM, 71 75 Shelton Street, Covent Garden, London WC2H 9JQ. applications, automated workflows or any solutions they
var redirect_url = http + http_host + request_uri; Company Number 10762262 2022 Stay tuned here for updates as we prepare for launch. Empower business users and reduce dependence on IT resources. ODATA Cheat Sheet for Dynamics 365 and Common Data Service (CDS), How to fix Dynamics 365 File download apostrophe bug, How to move files from Gravity Forms to Sharepoint. } Contact the Publishers /Microsoft Dynamics 365 If you are using the Xpertdoc Connector for the first time, you'll be presented with the following step layout allowing you to configure the connection to Xpertdoc. Connection configured with the API key of a native user having the role 'Administrator' in Smart Flows and user name of a connected user for the Execute Dynamics Flow action. }else { We This enables automated data integration from multiple sources, barcodes and QR codes, tables, multimedia content, and language variations. Given the capabilities of Xpertdoc, we dont expect a lot more here as you can do much of your work within the Xpertdoc flow UI. jQuery(".mo_btn-mo").attr("disabled", true); Send me an email with your questions or feedback. By submitting this form, you agree to Preact's. Get full details. Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. /Xpertdoc. approach. You also have the option to opt-out of these cookies. } Learn how organizations are optimizing their document-centric processes in Dynamics 365 and Power Platform with Xpertdocs Document Generation solution. Rocket CRM is London based Microsoft Dynamics 365 partner, highly experienced, but also capable of making the complex simple. Starting today, if you are using Xpertdoc and Common Data Service (CDS) you now have the ability to execute Smart Flows from within Power Automate. Visually build automated document flows which contain conditional steps, such as sending generated documents by email and creating Notes and Activities with attached documents. All data sets related to a template show up in the mapping pane of the Xpertdoc Template Builder. These cookies will be stored in your browser only with your consent. automate processes and report results using a low-code
Xpertdoc, an Experlogix-owned company, was founded in 2000 with a mission to enable organizations to digitally transform their document-centric processes, by automating documents that drive customer engagement and business growth.With 20 years of expertise and experience in documents, our industry-leading solutions ranging from entry-level document generation to full-scale enterprise document automation allow companies to simplify, optimize and automate consistent document processes, from creation to delivery, and stay ahead of their competition. jQuery('#mo_openid_consent_checkbox').val(1); By registering with SoftwareTrends you will automatically Press Esc to cancel. Preact has deployed Xpertdoc with Smart Flows for many of our customers to meet requirements where regular template functions aren't sufficient. User Agreement. There are two options involving the user name: Click 'Save' to continue. Are you working with the Xpertdoc connector? != -1) Were empowering business users to create, manage and deliver highly-personalized documents such as invoices, proposals, quotes better and faster. jQuery('#mo_openid_consent_checkbox').val(0); Easily configurable document templates via Word. var current_url = window.location.href; Reenhanced LLC; 2455 Swamp Creek Road; Green Lane, PA 18054. window.location = "https://accelerationeconomy.com/wp-content/plugins/dac/public/sso-helper.php"; Home Offload tasks from admin and IT resources. }else { For instance, you want to allow your users the ability to generate a document from a Canvas App. No more dreaming! With Xpertdoc Smart Flows for Microsoft Dynamics 365, you will: Dynamics 365/CRM Add-on Software Directory, Find a Microsoft Dynamics Map, analyze, and automate processes, manage regulatory compliance, assess risks within a single platform! var http = 'https://'; Click 'Create' to continue on next step. As an Xpertdoc partner, Preact implements Xpertdoc to implement automated document generation flows from Dynamics 365. Business users with a minimal amount of technical skills
Xpertdoc provides a service similar to Power Automate but with a specific focus on Document Automation. Applications provide options to filter or format text, analyse the text, or find information through Interfacings Digital Twin Organization software provides transparency and Governance to improve Quality, Efficiency, and ensure Regulatory Compliance. } Copyright Right-click on the ad, choose "Copy Link", then paste here I'm a software project rescue specialist who has been rescuing failed software systems since 1999. } else { var http_host = 'accelerationeconomy.com'; There are also options to create notes, activities and add e-sign. 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. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems. The SCHEMA ST4 UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. It provides a very complete solution for storing, categorising and finding information. Already a member? We also use third-party cookies that help us analyze and understand how you use this website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. var redirect_url = http + http_host + request_uri; If that sounds like what you're looking for, why not get in touch to learn more and arrange a demonstration? else { Click on '+ New step', search for 'Xpertdoc' and select 'Get Documents'. Click here to Click 'Save' to continue. Document generation and automation software, Cloud collaboration and file sharing application suite, Electronic signature & document approval software, Collaboration & content management platform, Customisable customer relationship management software, Used by Fortune 500 companies. To complete our example, we now want to get the result of the execution. read our var redirect_url = base_url + '/?option=getmosociallogin&wp_nonce=' + default_nonce + '&app_name='; To get more information about our cookies click here. But opting out of some of these cookies may have an effect on your browsing experience. 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. Using dynamic content, select 'Document'. Simply use dynamic content to configure the parameter. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. 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. function moOpenIdLogin(app_name,is_custom_app) { Take the complexity out of the agreement process. take your privacy seriously. Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. (Ex: API Key: API key used to authenticate the user in Smart Flows. Timeghost Power Automate Connector for Timekeeping, Vantage 365 Imaging Connector for QR Codes Saves Time. Please, share your discoveries / ideas with us. Power Platform naturally integrates with other Microsoft
Select the action called "Execute Dynamics Flow". Give a name to your flow, search for the trigger 'Record updated' and select "When a record is updated' as the trigger. Deliver your generated documents via a wide range of options and channels and store them in Microsoft Dynamics 365 or SharePoint. jQuery(".login-button").removeClass("dis"); } Would you like to be listed? Xpertdoc supports these languages: Dutch, English, and French. Xpertdoc offers support via business hours, 24/7 live support, and online. Type above and press Enter to search. Send documents via a range of options including email and e-sign platforms, and store documents in Dynamics 365 or SharePoint. Id love to hear from you and I promise I am a real, living (and friendly) person. need, on their own. function HandlePopupResult(result) { if(redirect_url.indexOf('?') By arranging flow steps through the solutions intuitive user interface and defining Xpertdoc for Microsoft Dynamics 365 lets you build and run any document process that leverages data from Dynamics 365/Common Data Service (CDS), Xpertdocs web-based Smart Forms and external data sources. We are now able to generate a document from a Canvas App. future resources. Enhanced document generation over standard Dynamics 365 and Power Apps capabilities. Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. No programming expertise is necessary. Id love to hear your feedback! It also works perfectly for automating quotes and invoices. Perch Network Threat Detection has you covered with easy implementation and integration, full network visibility, and more. That's a win right there. We'll assume you're ok with this, but you can opt-out if you wish. This also supports add in expressions for calculations and complex conditions to include / exclude content. Microsoft Power Platform is a system comprising three
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. Each asset can be identified using a metadata form to facilitate and accelerate search and 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. Are you looking for a quicker way to generate highly personalised quotes, proposals, invoices and other documents? Save hours producing reports, proposals and other comprehensive documents. Allows any user to execute consistently branded documents from within the Dynamics interface. jQuery(".mo_btn-mo").prop("disabled",false); != -1){ 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 (! The best way to leverage Xpertdoc Smart Flows from Microsoft Power Apps is using the connector we have in Microsoft Power Automate. if (perfEntries[0].type === "back_forward") { Xpertdoc Smart Flows for Dynamics 365 empowers your Dynamics 365 business users with aninnovative document generation solution enabling the creation, management and delivery of better documents, faster. For more details on how to use the Xpertdoc connector in a flow, look in the previous section called 'Using Power Automate'. At this stage, each time an account record is updated in Dynamics, the selected Smart Flow will be executed. Back in PowerApps, we must configure the action to call the flow we just configured. (This may not be possible with some types of ads). Optional: Register by creating a password to easily access function mo_openid_on_consent_change(checkbox){ redirect_url = redirect_url +'?option=getmosociallogin&wp_nonce=' + default_nonce + '&app_name='; Microsoft Dynamics 365 and Power Platform experts providing comparisons and opinions for the CRM selection process. No technical knowledge or coding skills are required. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so 2022 Slashdot Media. Efficiently produce routine documents, as well as detailed reports to shortcut existing processes where information is manually collated.