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Xperido – Document automation

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.

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.

To find out more contact us.