Xpertdoc for Microsoft Dynamics 365 lets you build and run any document process that leverages data from Dynamics 365/Common Data Service (CDS), Xpertdoc’s web-based Smart Forms and external data sources. Your business-process owners can easily model and deploy simple or complex document flows by arranging flow steps through the solution’s intuitive user interface, and by defining wizard-driven logic between these steps, to create personalized and engaging documents – without code.
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