Automate the Generation and Delivery of Loan Payment Notices in Dynamics 365

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Xpertdoc Smart Flows integrates with your financial services organization’s CRM platform, so you can effortlessly build and deploy in your environment automated flows for efficient generation, management and delivery of loan payment notices. During the flow execution, the notices automatically incorporate customer and account information stored in CRM, as well as logic-based payment information. This short demo shows how you can increase document management capabilities with Xpertdoc Content Manager, leveraging features such as keyword search, document edition, check-in and check-out, version history, and more.

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Experlogix CPQ makes configuration and other processes faster than you ever thought possible and simpler than you dared to imagine. We reduce friction, ensure accuracy down to the most specific detail and at every step, and offer low-code/no-code...READ MORE