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.
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.Continue reading “Road to Smart Flows (Part 1) : Document Generation with XperiDo”