February 2020 – C R M F o r t r e s s | Indika's Dynamics 365 CE Blog

This is one of two connected posts to introduce document generation features with Xpertdoc Smart Flows, explaining the important steps and issues faced during XperiDo to Smart Flows migration.

Connected Posts:

Road to Smart Flows (Part 1) : Document Generation with XperiDo
Road to Smart Flows (Part 2) : XperiDo to Smart Flows Migration

This post explains the main steps when moving to Smart Flows from XperiDo. Also, this discusses some practical issues, important information to understand during the migration.

Step 1: Get access to an Smart Flow environment/server

A Smart Flow environment is required. (Trial environment can be requested from Xpertdoc)
E.g. https://mydocsenv.smartflows.xpertdoc.com
Need a username and a password to login to the Smart Flow environment.

This is one of two connected posts to introduce document generation features with Xpertdoc Smart Flows, explaining the important steps and issues faced during XperiDo to Smart Flows migration.

Connected Posts:

Road to Smart Flows (Part 1) : Document Generation with XperiDo
Road to Smart Flows (Part 2) : XperiDo to Smart Flows Migration

This post provides a basic idea about XperiDo as this is the start for Smart Flows. Also, most of the concepts are still same and most parts of the architecture is similar in the Smart Flows.

What is XperiDo

XperiDo is a document generation solution available as an online service and as an on-premise solution. It’s a fully compatible document generation platform for Dynamics CRM giving various of functions to generate different types of documents using Dynamics CRM data. XperiDo supports building complex document generation activities, accessing dynamics CRM schema in a user friendly environment.