Xperido

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XperiDo is a 3rd party product from Invensio for Dynamics CRM which ensures smooth and easy document production.

Most users of CRM systems are largely dependent on efficient document flows to perform daily tasks. Standard features for extracting data, which is reproduced on quotes, orders, contracts, invoices or other correspondence that originated in CRM, often do not up meet the requirements. Especially not when the data will be merged with templates.
It is easy to use, end users only need to click a few times, and there is little or no coding for templaye designers and system administrators. The solution is designed to cater to any document needs, from basic briefings to complex customized documents. XperiDo produces documents and reports according to the "software as a service" principle. This means that all CRM users can have such offer letters and contracts produced without installing anything on their PC/Mac. The solution is efficient for internal IT departments.
The solution can automatically create documents as attachments to tasks in Microsoft Dynamics CRM or, alternatively, directly in SharePoint.

Key features:

  • Create documents with a few clicks of the mouse in Microsoft Dynamics CRM.
  • Save documents in the file format you want (docx, doc, odt, rtf, pdf, xps, html, epub ...).
  • Save the generated documents in Microsoft SharePoint.
  • Print via a network printer, or send them to CRM contacts as email attachments or email bodies.
  • Create activities in CRM and attach the generated documents as a note.

XperiDo is certified for Microsoft Dynamics CRM. This certification means that XperiDo meets Microsoft's highest standards for partner-developed software solutions. Tested as a third party designated by Microsoft, XperiDo has proven its compliance with all certification requirements in terms of quality assurance, support, customer and partner satisfaction and alignment with Microsoft's declaration on the roadmap for the Dynamics suite.

 

 

 

 

 

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