Xpertdoc Smart Flows for Dynamics 365 are automated processes for the generation, management and storage of business documents. Business users can visually model workflows from data from any available source, without the need of technical knowledge or coding skills.
Xpertdoc Smart Flows for Dynamics provide powerful tools that make the design, management and delivery of business critical documents effortless. Benefits include:
Accelerate document creation processes, for example, sales quotes, order forms, proposals, invoices etc.
Generate documents from any data source or document template with electronic signature facilities
Empower business users and reduce dependency on IT and technical resources
Visualise document generation whilst eliminating manual and error-prone processes