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
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Create documents in a few mouse clicks from Microsoft Dynamics 365.
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Save your documents as any common file format (docx, doc, odt, rtf, pdf, xps, html, epub …).
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Store the generated documents in Microsoft SharePoint.
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Print to a network printer, or send them to your CRM contacts as e-mail attachments, or even e-mail bodies.
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Create activities in CRM and attach the generated documents as a note.
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Start the document creation process from the ribbon/command bar or from CRM workflow