XperiDo for Microsoft Dynamics CRM
XperiDo for Microsoft Dynamics CRM is an extension to Microsoft Dynamics CRM 2011, 2013, 2015 and Online to automate the creation of documents.
- 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.
To find out more contact us.