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. Click 'Create' to continue on next step. Click 'Save'. 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. var d = new Date(); 
President of Reenhanced. These cookies track visitors across websites and collect information to provide customized ads. By doing so, the type of step automatically switched to a 'Apply to each' letting you apply an action on each document that was retrieved. Click on '+ New step', search for 'Xpertdoc' and select 'Get Documents'. if(redirect_url.indexOf('?') Visualize and simplify document generation while eliminating manual and error-prone processes. It also works perfectly for automating quotes and invoices. By using the website you are accepting the use of these cookies. if ( request_uri.indexOf('wp-login.php') !=-1){ What we did is simply add a new icon at the top. 
Empower business users and reduce dependence on IT resources. var custom_nonce = 'fba3a94ec3'; 
Q: What kind of support options does Xpertdoc offer? } 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. By registering with SoftwareTrends you will automatically Are you working with the Xpertdoc connector? } function moOpenIdLogin(app_name,is_custom_app) { } The smart thing about Xpertdoc Smart Flows is that it allows non-technical business process users to easily build and manage the document generation flows they require, without the help of an IT department. Connect data from Dynamics 365, Xpertdoc Smart Forms, Xpertdoc Content Manager and document templates. Stay tuned here for updates as we prepare for launch. 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. Take the complexity out of the agreement process. Xpertdoc for Microsoft Dynamics 365 enables end-users to easily generate documents using data from Dynamics 365 / Dataverse in a common, consistent format. Registered in England and Wales. Please, share your discoveries / ideas with us. We also use third-party cookies that help us analyze and understand how you use this website. Learn how organizations are optimizing their document-centric processes in Dynamics 365 and Power Platform with Xperdoc's Document Generation solution. else We call the 'Run' function on the flow and provide the selected account. jQuery(".mo_btn-mo").attr("disabled", false); The SCHEMA Group produces component content management and content delivery solutions for authoring departments creating product-related content. Select the action called "Execute Dynamics Flow". Q: What kinds of users and organization types does Xpertdoc work with? Optional: Register by creating a password to easily access Microsoft Dynamics 365 and Power Platform experts providing comparisons and opinions for the CRM selection process. Privacy Notice Allows any user to execute consistently branded documents from within the Dynamics interface. XpertdocTechnologies Inc. is a Microsoft Gold Partner and was founded in 2000 with a mission to help companiesmore effectively engage with their customers through powerful, consistent customer communications and business documents. Streamlining your administration and creating better documents fast, whilst seamlessly integrating your customer data. 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. It provides a very complete solution for storing, categorising and finding information. A huge congratulations to the Lionesses on winning Euro 2022 to bring it home and inspire the n, Ensure sellers accurately see the margin on each quote line in. window.location.href = redirect_url + app_name; Financial Services | Healthcare | Manufacturing | Retail. (Ex: API Key: API key used to authenticate the user in Smart Flows. 2010-2022 GetApp. Users cannot execute flows within the Power Automate platform if the flow includes a wait for user input step. Contact us today to find out more and discuss your requirements. Step 2 Generate This software hasn't been reviewed yet. Microsoft Power Platform is a system comprising three
We are storing the documents in the 'Shared Documents' library of SharePoint. Here you will find a wealth of information created for people that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy! There are two options involving the user name: Click 'Save' to continue. Copyright if (! For more details on how to use the Xpertdoc connector in a flow, look in the previous section called 'Using Power Automate'. 
Pamela VelentzasXpertdoc100-1562 National St.Terrebonne, Quebec J6V 0E2Canada450-961-9111E-Mail Authorhttp://www.xpertdoc.com/. We are now able to generate a document from a Canvas App. Click 'Save' to continue. The SCHEMA ST4 UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. In this section, we are explaining how Xpertdoc Smart Flows can be triggered directly from Power Automate to: In Power Automate, the Xpertdoc Connector (Premium) is currently giving access to three (3) actions. 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. 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. Rocket CRM is London based Microsoft Dynamics 365 partner, highly experienced, but also capable of making the complex simple. /Microsoft Dynamics 365 If that sounds like what you're looking for, why not get in touch to learn more and arrange a demonstration? Rocket CRM, 71 75 Shelton Street, Covent Garden, London WC2H 9JQ. Learn how an employee benefits manager increased optional coverage sales by automating the enrollment process. If you already have a connection to Smart Flows configured in Power Automate, you can skip the next section and go to 'Configure the Execute Dynamics Flow step'. All Rights Reserved. Back in PowerApps, we must configure the action to call the flow we just configured. jQuery('#mo_openid_consent_checkbox').val(1); You will receive a link to create a new password via email. To do so, wee need to add another step in the Power Automate flow. 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. if(redirect_url.indexOf('?') This website uses cookies to improve your experience while you navigate through the website. 
Xpertdoc integrates with: Adobe Sign, DocuSign, Microsoft Dynamics 365, OneSpan Sign, Microsoft Power Automate, Microsoft 365, and Sugar Sell. In the example we are about to describe, a Canvas App was created using CDS as the data source with the 'Account' entity. We will be transitioning to a new and improved knowledge base in the near future. 
Type 'Xpertdoc' in the "Search connectors and actions". future resources. redirect_url = redirect_url +'?option=oauthredirect&wp_nonce=' + custom_nonce + '&app_name='; var redirect_url = http + http_host + request_uri; Registered in England and Wales. This enables automated data integration from multiple sources, barcodes and QR codes, tables, multimedia content, and language variations. This website uses cookies to improve your experience. At this stage, the document(s) is(are) retrieved but we are not doing anything with it. Note that any type of Power Automate flow can be used to call Xpertdoc. By exchanging manual, paper-based and error-prone processes for a digital Xpertdoc for Microsoft Power Platform lets you build any document generation, approval, delivery, and storage process, and seamlessly integrate them with your existing Power Apps and Power Automate flows. Perch Network Threat Detection has you covered with easy implementation and integration, full network visibility, and more. Click on 'Add an action', search for SharePoint and select 'Create file'. For more details on the Xpertdoc Connector itself, click on See Documentation. Preact has deployed Xpertdoc with Smart Flows for many of our customers to meet requirements where regular template functions aren't sufficient. Step 3 Deliver }. Get full details. 
Project URL: Url to the Smart Flows project. location.reload(true); 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. Power Automate does not support waiting for user input. var default_nonce = 'c28d84374f'; On that icon, an action of type 'Power Automate' has been configured to call a flow. 
Integrated control panel to access and manage project settings, controls and configurations. var perfEntries = performance.getEntriesByType("navigation"); else{ That's complete the creation of the flow in Microsoft Power Automate. 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. Easily configurable document templates via Word. var http_host = 'accelerationeconomy.com'; The best way to leverage Xpertdoc Smart Flows from Microsoft Power Apps is using the connector we have in Microsoft Power Automate. Press Esc to cancel. As an Xpertdoc partner, Preact implements Xpertdoc to implement automated document generation flows from Dynamics 365. You can also use the "Compare" buttons while browsing. Save hours producing reports, proposals and other comprehensive documents. We take the time to dig deep and understand your business so that we can build a CRM solution that is built around the unique needs of your organisation. d.setTime(d.getTime() + (2 * 24 * 60 * 60 * 1000)); } Xpertdoc offers support via business hours, 24/7 live support, and online. Streamline and transform your business processes with powerful document automation with Xpertdoc Smart Flows, designed specifically for Microsoft Dynamics 365 users. 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. Login. Company Number 10762262 2022 var expires = "expires="+d.toUTCString(); These cookies do not store any personal information. 
How to Identify Sales-Ready Leads & Engaged Contacts with ClickDimensions Score Models, How Dynamics 365 Aligns Sales and Marketing Teams to Solve These 4 Frequent Challenges, Preact Volunteers Celebrate a Year of Reading Sessions to Boost Child Literacy. Low code development platform for designing applications. By clicking 'Download Now' you agree to our { Here are five ways Microsoft Power Platform and Xpertdoc team up to help companies achieve business benefits such as savings in labor and time, compliance with regulatory requirements. 
Create compelling business documents using automated Xpertdoc Smart Flows containing conditional data-driven steps. Please provide the ad click URL, if possible: Canada, with subsidiaries in the United States and Belgium, Protect your clients networks with Perch Security solutions backed by an in-house SOC. To complete our example, we now want to get the result of the execution. } For more info on how to get an API key, click on, Entity: Use dynamic content to select the updated record, Flow:Selection the flow to execute in Smart Flows. jQuery(".login-button").addClass("dis"); if ( request_uri.indexOf('wp-login.php') !=-1){ Are you looking for a quicker way to generate highly personalised quotes, proposals, invoices and other documents? }else { take your privacy seriously. Xpertdoc provides training in the form of documentation, webinars, and in person. Map, analyze, and automate processes, manage regulatory compliance, assess risks within a single platform! Give a name to your flow, search for the trigger 'Record updated' and select "When a record is updated' as the trigger. 
Necessary cookies are absolutely essential for the website to function properly. Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. This also supports add in expressions for calculations and complex conditions to include / exclude content. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Id love to hear your feedback! Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Type above and press Enter to search. redirect_url = redirect_url +'?option=getmosociallogin&wp_nonce=' + default_nonce + '&app_name='; Our mission is to help small to medium-sized companies and charities grow. if (perfEntries[0].type === "back_forward") { You also have the option to opt-out of these cookies. Rocket CRM, 71 75 Shelton Street, Covent Garden, London WC2H 9JQ. In this example, we want to generate a document when an account record is updated. What makes it different is the concept of templates and the Template Designer which allows you to put flow data directly into document contents. 
Xpertdoc works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, and Government. Now, it's up to you and your imagination to come up with ideas on how you can use Xpertdoc from Power Apps. But opting out of some of these cookies may have an effect on your browsing experience. Connect your data from Dynamics 365 Xpertdoc Smart Forms and external data sources, and your content stored in Xpertdoc Content Manager to your document templates created with the Xpertdoc Template Builder. 
Please enter your username or email address. var redirect_url = base_url + '/?option=getmosociallogin&wp_nonce=' + default_nonce + '&app_name='; Affordable threat detection and response you can rely on. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. There are also options to create notes, activities and add e-sign. /Xpertdoc. If you need us for ongoing support, no problem, we also offer a managed service, for your complete peace of mind. Click on + New Step to add a new step. Already a member? This category only includes cookies that ensures basic functionalities and security features of the website. Learn how organizations are optimizing their document-centric processes in Dynamics 365 and Power Platform with Xpertdocs Document Generation solution. sign in. Reenhanced LLC; 2455 Swamp Creek Road; Green Lane, PA 18054. Step1 Prepare Power Platform naturally integrates with other Microsoft
var myWindow = window.open(redirect_url + app_name, "", "width=700,height=620"); jQuery(".login-button").removeClass("dis"); The only thing you need to provide to flow is the record id. automate processes and report results using a low-code
need, on their own. Thanks for helping keep SourceForge clean. Your business-process owners can easily model and deploy simple or complex document flows by Lost your password? 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. 
All Rights Reserved.GetApp is a registered trademark of Nubera eBusiness S.L. 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. The flow is looking like this: The 'Execute Dynamics Flow' step is expecting the entity (GUID) and the value must come from the PowerApps step. User Agreement. Xpertdoc is now available in Power Automate. Secure, compliant e-signature, Process & task automation workflow solution. Enhanced document generation over standard Dynamics 365 and Power Apps capabilities. The SCHEMA Group was established in Nuremberg in 1995 and is a medium-sized software manufacturer with more than 130 employees. All data sets related to a template show up in the mapping pane of the Xpertdoc Template Builder. function mo_openid_on_consent_change(checkbox){ Accurate and quick production of professional documents for your customers. 
Q: What other applications or services does Xpertdoc integrate with? We offer completely free 30-minute consultations with no catch, no ulterior motives other than to share our extensive CRM knowledge. 
Click here to Q: What type of training does Xpertdoc provide. 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. Works with Power Automate - combine Xpertdoc Smart Flows with scheduled flows and approval processes within business process flows. We used dynamic content to set the 'File Name' using the Document Name coming from Smart Flows and the 'Document Content' for the file content. jQuery(".mo_btn-mo").attr("disabled", true); Apply information to Word or PDF templates from related entities which may be several levels, down, up, or across. 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. Be the first to provide a review: Automated document flows for streamlined creation, generation, management, storage, and delivery of business documents. Are you working with the Xpertdoc connector or are you exploring how to use it within Power Automate? FREE unbiased, no-obligation consultation and remember, we don't employ sales people. }else { Privacy Policy. What capabilities does the new connector have? Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. 
To get more information about our cookies click here. Were empowering business users to create, manage and deliver highly-personalized documents such as invoices, proposals, quotes better and faster. At first launch, the Xpertdoc connector only provides the ability to get documents from a smart flow, download documents from an execution of a smart flow, and to execute smart flows. 
With Xpertdoc Smart Flows for Microsoft Dynamics 365, you will: Dynamics 365/CRM Add-on Software Directory, Find a Microsoft Dynamics Xpertdoc enables you to create customised documents quickly and effectively, automating the process and document workflows within your Microsoft Dynamics 365 system. } We will not go in details in the creation of that step, but here's on we did for our example. (This may not be possible with some types of ads). Add up to 4 apps below to see how they compare. != -1) Powered by Atlassian Confluence 6.15.4, themed by RefinedTheme 6.1.4. redirect_url = redirect_url +'&option=oauthredirect&wp_nonce=' + custom_nonce + '&app_name='; At this stage, each time an account record is updated in Dynamics, the selected Smart Flow will be executed. } 
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. Xpertdoc Template Builder add-in for Microsoft Word allows users to create dynamic and professional templates. Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. } The practice of defending computers, servers, mobile devices, electronic systems, networks, and data from malicious attacks. 
Company Number 10762262 2022. To achieve that requirement, the easiest way is to add a button and call a Power Automate flow. Home Xpertdocs Content Manager is a secure repository for managing and storing digital assets, such as PDF forms and documents, completed or unfinished documents, logos, images, and multimedia content. read our Simply use dynamic content to configure the parameter. 
var redirect_url = http + http_host + request_uri; 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. In Power Automate, create a new automated flow. Connection configured with the API key of a connected user (Dynamics user synchronized in Smart Flows) andno user name provided in the Execute Dynamics Flow action. Xpertdoc is designed to make creating personalised documents quick and accurate every time, thanks to its dynamic data-driven configuration. Send documents via a range of options including email and e-sign platforms, and store documents in Dynamics 365 or SharePoint. 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. Create customised professionally executed business documents for your customers accurately and quickly. 
Using Xpertdoc Smart Flows, generate business documents such as quotes, proposals, contracts, agreements, invoices, policies, and more, in any common format. receive our newsletter. Partner Near You, 2022 CRM Software Blog That's a win right there. 
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. User Name: Type the XpertDoc username or leave it empty to use the same username used in Power Automate.
President of Reenhanced. These cookies track visitors across websites and collect information to provide customized ads. By doing so, the type of step automatically switched to a 'Apply to each' letting you apply an action on each document that was retrieved. Click on '+ New step', search for 'Xpertdoc' and select 'Get Documents'. if(redirect_url.indexOf('?') Visualize and simplify document generation while eliminating manual and error-prone processes. It also works perfectly for automating quotes and invoices. By using the website you are accepting the use of these cookies. if ( request_uri.indexOf('wp-login.php') !=-1){ What we did is simply add a new icon at the top. Empower business users and reduce dependence on IT resources. var custom_nonce = 'fba3a94ec3'; Q: What kind of support options does Xpertdoc offer? } 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. By registering with SoftwareTrends you will automatically Are you working with the Xpertdoc connector? } function moOpenIdLogin(app_name,is_custom_app) { } The smart thing about Xpertdoc Smart Flows is that it allows non-technical business process users to easily build and manage the document generation flows they require, without the help of an IT department. Connect data from Dynamics 365, Xpertdoc Smart Forms, Xpertdoc Content Manager and document templates. Stay tuned here for updates as we prepare for launch. 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. Take the complexity out of the agreement process. Xpertdoc for Microsoft Dynamics 365 enables end-users to easily generate documents using data from Dynamics 365 / Dataverse in a common, consistent format. Registered in England and Wales. Please, share your discoveries / ideas with us. We also use third-party cookies that help us analyze and understand how you use this website. Learn how organizations are optimizing their document-centric processes in Dynamics 365 and Power Platform with Xperdoc's Document Generation solution. else We call the 'Run' function on the flow and provide the selected account. jQuery(".mo_btn-mo").attr("disabled", false); The SCHEMA Group produces component content management and content delivery solutions for authoring departments creating product-related content. Select the action called "Execute Dynamics Flow". Q: What kinds of users and organization types does Xpertdoc work with? Optional: Register by creating a password to easily access Microsoft Dynamics 365 and Power Platform experts providing comparisons and opinions for the CRM selection process. Privacy Notice Allows any user to execute consistently branded documents from within the Dynamics interface. XpertdocTechnologies Inc. is a Microsoft Gold Partner and was founded in 2000 with a mission to help companiesmore effectively engage with their customers through powerful, consistent customer communications and business documents. Streamlining your administration and creating better documents fast, whilst seamlessly integrating your customer data. 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. It provides a very complete solution for storing, categorising and finding information. A huge congratulations to the Lionesses on winning Euro 2022 to bring it home and inspire the n, Ensure sellers accurately see the margin on each quote line in. window.location.href = redirect_url + app_name; Financial Services | Healthcare | Manufacturing | Retail. (Ex: API Key: API key used to authenticate the user in Smart Flows. 2010-2022 GetApp. Users cannot execute flows within the Power Automate platform if the flow includes a wait for user input step. Contact us today to find out more and discuss your requirements. Step 2 Generate This software hasn't been reviewed yet. Microsoft Power Platform is a system comprising three
We are storing the documents in the 'Shared Documents' library of SharePoint. Here you will find a wealth of information created for people that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy! There are two options involving the user name: Click 'Save' to continue. Copyright if (! For more details on how to use the Xpertdoc connector in a flow, look in the previous section called 'Using Power Automate'. Pamela VelentzasXpertdoc100-1562 National St.Terrebonne, Quebec J6V 0E2Canada450-961-9111E-Mail Authorhttp://www.xpertdoc.com/. We are now able to generate a document from a Canvas App. Click 'Save' to continue. The SCHEMA ST4 UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. In this section, we are explaining how Xpertdoc Smart Flows can be triggered directly from Power Automate to: In Power Automate, the Xpertdoc Connector (Premium) is currently giving access to three (3) actions. 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. 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. Rocket CRM is London based Microsoft Dynamics 365 partner, highly experienced, but also capable of making the complex simple. /Microsoft Dynamics 365 If that sounds like what you're looking for, why not get in touch to learn more and arrange a demonstration? Rocket CRM, 71 75 Shelton Street, Covent Garden, London WC2H 9JQ. Learn how an employee benefits manager increased optional coverage sales by automating the enrollment process. If you already have a connection to Smart Flows configured in Power Automate, you can skip the next section and go to 'Configure the Execute Dynamics Flow step'. All Rights Reserved. Back in PowerApps, we must configure the action to call the flow we just configured. jQuery('#mo_openid_consent_checkbox').val(1); You will receive a link to create a new password via email. To do so, wee need to add another step in the Power Automate flow. 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. if(redirect_url.indexOf('?') This website uses cookies to improve your experience while you navigate through the website. Xpertdoc integrates with: Adobe Sign, DocuSign, Microsoft Dynamics 365, OneSpan Sign, Microsoft Power Automate, Microsoft 365, and Sugar Sell. In the example we are about to describe, a Canvas App was created using CDS as the data source with the 'Account' entity. We will be transitioning to a new and improved knowledge base in the near future. Type 'Xpertdoc' in the "Search connectors and actions". future resources. redirect_url = redirect_url +'?option=oauthredirect&wp_nonce=' + custom_nonce + '&app_name='; var redirect_url = http + http_host + request_uri; Registered in England and Wales. This enables automated data integration from multiple sources, barcodes and QR codes, tables, multimedia content, and language variations. This website uses cookies to improve your experience. At this stage, the document(s) is(are) retrieved but we are not doing anything with it. Note that any type of Power Automate flow can be used to call Xpertdoc. By exchanging manual, paper-based and error-prone processes for a digital Xpertdoc for Microsoft Power Platform lets you build any document generation, approval, delivery, and storage process, and seamlessly integrate them with your existing Power Apps and Power Automate flows. Perch Network Threat Detection has you covered with easy implementation and integration, full network visibility, and more. Click on 'Add an action', search for SharePoint and select 'Create file'. For more details on the Xpertdoc Connector itself, click on See Documentation. Preact has deployed Xpertdoc with Smart Flows for many of our customers to meet requirements where regular template functions aren't sufficient. Step 3 Deliver }. Get full details. Project URL: Url to the Smart Flows project. location.reload(true); 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. Power Automate does not support waiting for user input. var default_nonce = 'c28d84374f'; On that icon, an action of type 'Power Automate' has been configured to call a flow. Integrated control panel to access and manage project settings, controls and configurations. var perfEntries = performance.getEntriesByType("navigation"); else{ That's complete the creation of the flow in Microsoft Power Automate. 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. Easily configurable document templates via Word. var http_host = 'accelerationeconomy.com'; The best way to leverage Xpertdoc Smart Flows from Microsoft Power Apps is using the connector we have in Microsoft Power Automate. Press Esc to cancel. As an Xpertdoc partner, Preact implements Xpertdoc to implement automated document generation flows from Dynamics 365. You can also use the "Compare" buttons while browsing. Save hours producing reports, proposals and other comprehensive documents. We take the time to dig deep and understand your business so that we can build a CRM solution that is built around the unique needs of your organisation. d.setTime(d.getTime() + (2 * 24 * 60 * 60 * 1000)); } Xpertdoc offers support via business hours, 24/7 live support, and online. Streamline and transform your business processes with powerful document automation with Xpertdoc Smart Flows, designed specifically for Microsoft Dynamics 365 users. 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. Login. Company Number 10762262 2022 var expires = "expires="+d.toUTCString(); These cookies do not store any personal information. How to Identify Sales-Ready Leads & Engaged Contacts with ClickDimensions Score Models, How Dynamics 365 Aligns Sales and Marketing Teams to Solve These 4 Frequent Challenges, Preact Volunteers Celebrate a Year of Reading Sessions to Boost Child Literacy. Low code development platform for designing applications. By clicking 'Download Now' you agree to our { Here are five ways Microsoft Power Platform and Xpertdoc team up to help companies achieve business benefits such as savings in labor and time, compliance with regulatory requirements. Create compelling business documents using automated Xpertdoc Smart Flows containing conditional data-driven steps. Please provide the ad click URL, if possible: Canada, with subsidiaries in the United States and Belgium, Protect your clients networks with Perch Security solutions backed by an in-house SOC. To complete our example, we now want to get the result of the execution. } For more info on how to get an API key, click on, Entity: Use dynamic content to select the updated record, Flow:Selection the flow to execute in Smart Flows. jQuery(".login-button").addClass("dis"); if ( request_uri.indexOf('wp-login.php') !=-1){ Are you looking for a quicker way to generate highly personalised quotes, proposals, invoices and other documents? }else { take your privacy seriously. Xpertdoc provides training in the form of documentation, webinars, and in person. Map, analyze, and automate processes, manage regulatory compliance, assess risks within a single platform! Give a name to your flow, search for the trigger 'Record updated' and select "When a record is updated' as the trigger. Necessary cookies are absolutely essential for the website to function properly. Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. This also supports add in expressions for calculations and complex conditions to include / exclude content. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Id love to hear your feedback! Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Type above and press Enter to search. redirect_url = redirect_url +'?option=getmosociallogin&wp_nonce=' + default_nonce + '&app_name='; Our mission is to help small to medium-sized companies and charities grow. if (perfEntries[0].type === "back_forward") { You also have the option to opt-out of these cookies. Rocket CRM, 71 75 Shelton Street, Covent Garden, London WC2H 9JQ. In this example, we want to generate a document when an account record is updated. What makes it different is the concept of templates and the Template Designer which allows you to put flow data directly into document contents. Xpertdoc works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, and Government. Now, it's up to you and your imagination to come up with ideas on how you can use Xpertdoc from Power Apps. But opting out of some of these cookies may have an effect on your browsing experience. Connect your data from Dynamics 365 Xpertdoc Smart Forms and external data sources, and your content stored in Xpertdoc Content Manager to your document templates created with the Xpertdoc Template Builder. Please enter your username or email address. var redirect_url = base_url + '/?option=getmosociallogin&wp_nonce=' + default_nonce + '&app_name='; Affordable threat detection and response you can rely on. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. There are also options to create notes, activities and add e-sign. /Xpertdoc. If you need us for ongoing support, no problem, we also offer a managed service, for your complete peace of mind. Click on + New Step to add a new step. Already a member? This category only includes cookies that ensures basic functionalities and security features of the website. Learn how organizations are optimizing their document-centric processes in Dynamics 365 and Power Platform with Xpertdocs Document Generation solution. sign in. Reenhanced LLC; 2455 Swamp Creek Road; Green Lane, PA 18054. Step1 Prepare Power Platform naturally integrates with other Microsoft
var myWindow = window.open(redirect_url + app_name, "", "width=700,height=620"); jQuery(".login-button").removeClass("dis"); The only thing you need to provide to flow is the record id. automate processes and report results using a low-code
need, on their own. Thanks for helping keep SourceForge clean. Your business-process owners can easily model and deploy simple or complex document flows by Lost your password? 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. All Rights Reserved.GetApp is a registered trademark of Nubera eBusiness S.L. 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. The flow is looking like this: The 'Execute Dynamics Flow' step is expecting the entity (GUID) and the value must come from the PowerApps step. User Agreement. Xpertdoc is now available in Power Automate. Secure, compliant e-signature, Process & task automation workflow solution. Enhanced document generation over standard Dynamics 365 and Power Apps capabilities. The SCHEMA Group was established in Nuremberg in 1995 and is a medium-sized software manufacturer with more than 130 employees. All data sets related to a template show up in the mapping pane of the Xpertdoc Template Builder. function mo_openid_on_consent_change(checkbox){ Accurate and quick production of professional documents for your customers. Q: What other applications or services does Xpertdoc integrate with? We offer completely free 30-minute consultations with no catch, no ulterior motives other than to share our extensive CRM knowledge. Click here to Q: What type of training does Xpertdoc provide. 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. Works with Power Automate - combine Xpertdoc Smart Flows with scheduled flows and approval processes within business process flows. We used dynamic content to set the 'File Name' using the Document Name coming from Smart Flows and the 'Document Content' for the file content. jQuery(".mo_btn-mo").attr("disabled", true); Apply information to Word or PDF templates from related entities which may be several levels, down, up, or across. 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. Be the first to provide a review: Automated document flows for streamlined creation, generation, management, storage, and delivery of business documents. Are you working with the Xpertdoc connector or are you exploring how to use it within Power Automate? FREE unbiased, no-obligation consultation and remember, we don't employ sales people. }else { Privacy Policy. What capabilities does the new connector have? Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. To get more information about our cookies click here. Were empowering business users to create, manage and deliver highly-personalized documents such as invoices, proposals, quotes better and faster. At first launch, the Xpertdoc connector only provides the ability to get documents from a smart flow, download documents from an execution of a smart flow, and to execute smart flows. With Xpertdoc Smart Flows for Microsoft Dynamics 365, you will: Dynamics 365/CRM Add-on Software Directory, Find a Microsoft Dynamics Xpertdoc enables you to create customised documents quickly and effectively, automating the process and document workflows within your Microsoft Dynamics 365 system. } We will not go in details in the creation of that step, but here's on we did for our example. (This may not be possible with some types of ads). Add up to 4 apps below to see how they compare. != -1) Powered by Atlassian Confluence 6.15.4, themed by RefinedTheme 6.1.4. redirect_url = redirect_url +'&option=oauthredirect&wp_nonce=' + custom_nonce + '&app_name='; At this stage, each time an account record is updated in Dynamics, the selected Smart Flow will be executed. } 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. Xpertdoc Template Builder add-in for Microsoft Word allows users to create dynamic and professional templates. Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. } The practice of defending computers, servers, mobile devices, electronic systems, networks, and data from malicious attacks. Company Number 10762262 2022. To achieve that requirement, the easiest way is to add a button and call a Power Automate flow. Home Xpertdocs Content Manager is a secure repository for managing and storing digital assets, such as PDF forms and documents, completed or unfinished documents, logos, images, and multimedia content. read our Simply use dynamic content to configure the parameter. var redirect_url = http + http_host + request_uri; 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. In Power Automate, create a new automated flow. Connection configured with the API key of a connected user (Dynamics user synchronized in Smart Flows) andno user name provided in the Execute Dynamics Flow action. Xpertdoc is designed to make creating personalised documents quick and accurate every time, thanks to its dynamic data-driven configuration. Send documents via a range of options including email and e-sign platforms, and store documents in Dynamics 365 or SharePoint. 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. Create customised professionally executed business documents for your customers accurately and quickly. Using Xpertdoc Smart Flows, generate business documents such as quotes, proposals, contracts, agreements, invoices, policies, and more, in any common format. receive our newsletter. Partner Near You, 2022 CRM Software Blog That's a win right there. 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. User Name: Type the XpertDoc username or leave it empty to use the same username used in Power Automate.