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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Mscrmaddons document c...
Microsoft Dynamics CRM (Archived)

Mscrmaddons document core vs Xperido

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Posted on by Peragin 135

Hi all,

We are looking for a solution to allow us generate word/pdf documents with conditional logic and formatting. The oob doc templates are good but it's not really possible to put conditional logic in there.

Looking at the above mentioned products, any experience of these or other recommendations?

Thanks

J

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  • Community Member Profile Picture
    Community Member on at

    @Peragin - thank you for your question in the Dynamics community.

    Since Feb 2018, the XperiDo brand and product technology has been part of the global Xpertdoc Technologies organization (a Microsoft Gold Partner)

    Your timing for post this question is perfect as the Development teams are just putting the final touches to the successor product of the well-known (& loved) XperiDo documents generation solution for Dynamics 365

    The new product (General Availability: next week) is called Xpertdoc Smart Flows for Dynamics 365 and will meet (and exceed) all of your requirements, such as conditional logic, formatting, template selection, multiple data sources input, wide choice of output, delivery and storage options (e-sign, email, Sharepoint storage, CRM note attachment, etc)

    The latest product information can be found on www.xpertdoc.com/.../xpertdoc-smart-flows

    You can watch a video on the hero features or request a test drive to experience what it is like to model a document generation and output flow with Xpertdoc Smart Flows.

    We are here to help. So, please feel free to reach out if you need help or information

    Kind regards, Kris Ronsmans.

  • Peragin Profile Picture
    Peragin 135 on at

    Thanks Kris,

    We'll be checking this out.

    Regards,

    J

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