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

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.

Multiple data sets – Microsoft Dynamics 365/Dataverse, ERP, CPQ, ECM, user input, XML, and other data sources – can be created and combined in document templates. Dynamics 365/Dataverse data sets include data from all standard and custom entities, with multiple levels of relationship, as well as all field types and virtual entities.
Experlogix for Microsoft Dynamics 365 comes with the Experlogix Template Builder, a Microsoft Word add-in that allows users to easily create dynamic, data-driven and sophisticated document templates, and configure complex workflows and business rules.

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.

Composed templates, called “compositions”, can be dragged and dropped into a document body, header, footer, and insert zone during template design. With Experlogix for Microsoft Dynamics 365, insertion of compositions can be conditional, and conditions can leverage data from Dynamics 365/Dataverse and user input.
Users can visually build automated document flows that contain conditional steps, such as sending generated documents by email, to a network printer or via an e-signature platform, creating Notes and Activities with attached documents, and storing generated documents in Experlogix Content Manager, Microsoft Dynamics 365 or SharePoint.
Experlogix for Dynamics 365 offers seamless integrations with the Microsoft and Dynamics 365 ecosystems – Dataverse, Microsoft SharePoint, DocuSign, Sertifi, OneSpan Sign, and Adobe Sign. It can also be connected to other Experlogix components such as Smart Forms and Content Manager.
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.
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Kelly Roofing

Kelly Roofing Benefits from Automated Generation of Highly Personalized, Accurate Project Quotes
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