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

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.