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

FREE Membership Required to View Full Content:

Become a Member Login
Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates. 
Learn more about us here

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.



By playing this video content, you acknowledge that MSDynamicsWorld.com may share your account information with Xpertdoc, per our Terms and Conditions.

Published By

Xpertdoc

Xpertdoc was founded in 2000 with a mission to empower Organizations to deliver better documents faster by optimisions and automating consistent document flows.

With 20 years of expertise and experience in documents, our industry-leading...READ MORE