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Microsoft Dynamics 365

Document Automation for Microsoft Dynamics 365

Empower your business users with innovative document generation for Dynamics 365, enabling the creation, management and delivery of better documents, faster.
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Simplified, optimized document generation for Dynamics 365

Build and run any document generation, approval, delivery, and storage process that leverages data from Dynamics 365/Dataverse, Experlogix’s web-based Smart Forms, and external data sources. Whether your organization requires simple or complex document flows, easily model and deploy them by arranging flow steps through Experlogix’s intuitive user interface.

Integrate Experlogix with Your Key Systems

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    Dynamics 365 Sales

    Leverage data from Dynamics 365 and accurately generate customized documents with detailed and consistent language. Automatically calculate cost, update customer information, write documents back to 365, and save to SharePoint.

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    Dynamics 365 Finance

    Create highly personalized and compelling quotes, proposals, contracts, invoices, reports, correspondence, and more, guided through optimized and automated post-processing, approval, delivery, and archiving paths to efficiently engage with customers.

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Capture

    Unlimited Data Capture

    Collect data from all Dataverse columns and rows, with an unlimited degree of relationship between the tables. Combine data from Dynamics with other data sources including data collected from Experlogix web-based forms.

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Design

    Intuitive Template Design

    Easily create dynamic, data-driven, and sophisticated document templates with the Experlogix Template Builder Microsoft Word add-in. Combine multiple templates into a header, body, footer, and insert sections and manage templates such as a corporate header, a terms and conditions section, a legal disclaimer and re-use them across multiple compositions.

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    Automated Document Flows

    Visually build automated document flows that contain conditional steps, such as sending generated documents by email, to a network printer or via e-signature platforms. Store a generated document as an attachment to a Dynamics 365 FO record, as a note attachment to a Dynamics 365 Sales record or in Microsoft SharePoint.

  • Experlogix-Icons_Centralized Management Console

    Centralized Management Console

    Experlogix for Microsoft Dynamics 365 includes a centralized management console, providing an integrated control panel where users can access and manage project settings, controls, configurations, and flow errors. A reporting interface offers detailed insights in adoption, usage, and performance.

Useful Resources

Experlogix Document Automation Smart Flows: The Powerful and Intuitive Automated Document Flow Solution
Experlogix Document Automation for Salesforce: Create, Manage, and Deliver Better Documents Faster
Experlogix Document Automation Content Manager

Empower Your
Team. Engage Your Customers.

Shorten sales cycles, increase average order
values, and reduce manual errors across the
customer lifecycle.

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