Document Automation for Microsoft Dynamics 365
Simplified, optimized document generation for Dynamics 365
Experlogix Document Automation for Microsoft Dynamics 365 lets you 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, your business-process owners can easily model and deploy them by arranging flow steps through the solution’s intuitive user interface, and by defining wizard-driven logic between these steps – without programming.
A Powerful Solution for Business Users
Experlogix for Dynamics 365 provides robust yet user-friendly capabilities that make the generation, management, delivery, and storage of business-critical documents effortless. Immersed into the Dynamics 365 experience, your business users are empowered to 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.
All data sets related to a template show up in the mapping pane of Template Builder. With the concept of pseudo relations, entities from one data set can be linked to entities from another to form N:N, 1:N or N:1 relations.