https://www.exelblue.com.au/single-post/2017/11/21/XperiDo-for-Microsoft-Dynamics-365

 
XperiDo aids Digital Transformation

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 from  Microsoft Dynamics 365.

  • 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 workflow