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The Era of Digital Documents: Optimize Your Document Processes with Dynamics 365 and Power Platform

Does your organization need to generate a significant number of customer-facing documents like quotes, proposals, and invoices but native Dynamics 365 document generation just isn't cutting it?

Join Xpertdoc on September 14 to learn how you can get the most out of your CRM and generate customized data-driven documents without IT!

During our session, you’ll learn how to:

  • Remove complexity for business users and improve their productivity
  • Reduce errors, create legally approved documents with branded content
  • Increase sales close rates by reducing the time it takes to create and send quotes
  • Streamline approvals and reduce bottlenecks with automated processes
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Eric Batangan
Sr. Sales Executive
Xpertdoc
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Stephane Cloutier
Sr. Sales Engineer
Xpertdoc