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XperiDo for Dynamics CRM

   Words by CRM Consultancy

   on 16/11/2016 13:15:00

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Whilst we live in an increasingly connected world using Portals, Email and Social Media to connect with our customers, sometimes nothing betters a well printed and formatted Letter or Report – particularly for communicating Client Updates or Contractual Information.

This can be a problem for Dynamics CRM as the in-application Mailmerge Tools can be limiting, particularly for a non-Office user. (however this may be changing for CRM 2016)

As a solution to this problem Xperido for Dynamics CRM adds deep document generation to CRM, allowing records and datasets in CRM to be flipped into newly generated Documents and Reports in a variety of File Formats including Word, PDF and HTML.  This generation is handled server-side which prevents some of the problems we have seen with client-side generation where different versions of Office and Security can pose problems.

This functionality then integrates into the Workflow Engine behind Dynamics CRM to allow new Documents to be produced and saved into CRM (or SharePoint) in response to system events or triggers, which can be a stronger more document centric solution for compliance.

This can be perfect for managing new Instruction Letters and Contracts to Agents and Suppliers, alongside to bulk Client Update Reports to Property Managers.

Business Requirements

  • Quickly Produce New Documents from a record in CRM
  • Allow Advanced Finds in CRM to be used as the Data Source to produce a Word or PDF Report
  • Support Administrators to build new Templates in Word and add these to CRM.
  • To produce the Document or Report based on data from any of the associated relationships in CRM, either from 1:N records or N:1 records.
  • Support complex formatting and generation rules within the Template
  • Allow System Workflow to automatically produce Documents and add to CRM/SharePoint when required

As way of looking at how Xperido meets these requirements, the following gives a summary of the platform’s features and capabilities:

Key Features

  • Create documents in a few mouse clicks in Microsoft Dynamics CRM.
  • Save your documents as any common file format (docx, doc, odt, rtf, pdf, xps, html, epub ...).
  • Store the generated documents in Microsoft SharePoint.
  • Print to a network printer, or send them to your CRM contacts as e-mail attachments, or even e-mail bodies.
  • Create activities in CRM and attach the generated documents as a note.  
  • Start the document creation process from the ribbon/command bar or from CRM workflows.
  • Server-side Document Creation – Xperido processes document requests asynchronously, which is ideal for batch document generation.
  • Power of Choice – in the same fashion as Dynamics CRM, the Xperido Server can reside On-Premise, in a Private Cloud or in the Public Cloud.  In the latter case, Xperido is delivered as a service.

To learn more about Xperido for CRM, the following link will give a full overview of the platform and functionality: http://www.xperido.com/products/xperido-microsoft-dynamics-crm

Similarly the following video gives a great overview of how this slots seamlessly into CRM:

If this looks suitable to meet your requirements for automating documents from CRM, contact us on how best to deploy and use Xperido alongside Dynamics - contact@crmcs.co.uk

Prefer to go old-school?

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