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Think “Outside the Box” with Document Automation for Dynamics CE

The right document automation tools can revolutionize your customer and employee communications, making your documents both more engaging and easier to create. However, when it comes to document automation, many D365 CE customers have found themselves limited by what is offered out-of-the-box...

This may be a sign to start thinking outside what is natively available within CRM. Some questions you should consider asking include:

  • Does the solution integrate with Dynamics 365 CE/CRM and your other key systems?
  • Can it use data from multiple sources?
  • Can you sign, send, or save documents after creation?

In this on-demand webinar, we highlight some of the must-have document automation features and discuss what separates Experlogix from what is available in Microsoft Dynamics 365 CE as well from other competitors on the market. Watch to learn how to seamlessly automate your documents right out of CRM, and how you can leverage our advanced features to level up your document game!