Automation has always been a popular concept. Once a staple of science fiction lore, it’s now become part of modern daily lives. One example is office automation which began back in the day with basic document management. It wasn’t long ago that everyone used typewriters and filing cabinets to manage their office documents, until PCs emerged in the 1980s. Microsoft Word eventually became the norm, followed by landmark products Microsoft Office in 1990, Office 2003, and eventually more sophisticated present-day technology like Dynamics 365.
The Case for Document Generation
There’s no question that a CRM can help your company with sales, marketing, customer service, and more but what about document generation? This is where
Generating documents in 4 easy steps
The very first step of the document generation process is connecting your data source like MS Dynamics 365 for example. Once that is done, you’ll need to create a data set. Not to worry, it’s not as technical as it sounds. A data set is just a collection of business data in a database.
Now that you’ve got your data set, it’s time to design your template using our
There are more wide-reaching benefits of a document generation system, such as content search capabilities, e-signature support and more. You can archive templates, creating a personal library of enterprise information. The Single Sign-on authentication feature of
A modern document generation tool like
To learn more about Xpertdoc Smart Flows for Microsoft Dynamics 365, request a free 30-day trial and follow us on Twitter: @xpertdoc or visit www.xpertdoc.com for more information.