2 modules
Sales, patient care, and service all in one solution.
Experlogix Document Automation for Dynamics 365
Experlogix Document Automation automates the creation, approval, signing, distribution, and storage of documents based on data from Dynamics 365. We help you build templates and workflows that speed up processing and reduce errors.
.svg){kind=logo}
Combine data, templates, and workflows to create accurate documents faster.
99%
faster document generation
1000+
documents in the workflow
0
code for the workflow
✦
The Challenge
Manual documentation slows down sales and increases the risk of errors
The data is copied manually
An employee transcribes information from CRM, ERP, and spreadsheets. Preparing the document takes longer, and the risk of providing incorrect data to the customer increases.
The templates quickly come apart
Clauses, terms, and branding are stored in multiple files. Teams use outdated versions, which makes it difficult to maintain consistency and compliance.
Approvals are holding up the process
The document is circulating in the system without a status or an owner. This delays the decision, the signature, and the response to the customer.
IT supports every change
Even a routine change to content or rules requires technical support. The backlog is growing, and the business is too slow to respond to new requirements.
✦
How It Works
From business data to a finished document in four steps
Experlogix It retrieves data from sources, applies rules and approved content, guides the document through the approval process, and then delivers it to the appropriate channel and repository.
01
Combine the data
Retrieve up-to-date information from Dynamics 365, Dataverse, ERP, forms, databases, or APIs.
02
Create a template
Combine fields, rules, clauses, tables, and branding in a managed Microsoft Word template.
03
Start the workflow
Submit the document for review, approval, and electronic signature in accordance with the process rules.
04
Upload and save
Send the correct format and automatically save the document in the agreed-upon system.
THE LOOP CLOSES WITH DATA
✦
Pillars
The Two Pillars of Automation: Accurate Content and Controlled Workflow
Document data and content
Approved data, components, and rules are used to create the correct version of the document without manually copying the content.
Combined Data Sources
Data from CRM, ERP, Dataverse, forms, databases, and APIs feed into a single process.
Dynamic system
The document is tailored to the customer, product, region, language, and transaction.
Content Guidelines
The rules insert the appropriate clauses, tables, images, and calculations.
Reusable components
Shared components help prevent duplicates and inconsistent versions of documents.
Workflow and Process Control
A document goes through verification, decision-making, signing, delivery, and archiving along a single, measurable path.
Tasks and Decision Status
Tasks are assigned to the right people, and the process reflects the current status of the decision.
Electronic Signature
The document may be submitted to a supported electronic signature provider.
Delivery and Registration
The finished file is sent to the client, Dynamics 365, SharePoint, or another repository.
History and Control
Roles, execution history, and logs support the control of the document process.
✦
Photos
See how it works
.avif)
.avif)
What Is Experlogix Document Automation in a Microsoft Environment
It is a document automation platform that integrates data from Dynamics 365, Power Platform, ERP, and APIs with templates, rules, and controlled workflows.
Dynamic Word Templates
They create documents that contain fields, tables, calculations, graphics, and conditional content.
Business Data Integration
It connects the document to current data from CRM, ERP, Dataverse, forms, databases, and APIs.
Automation of the entire cycle
It handles creation, review, approval, signing, sending, and saving in a single workflow.
Content and Workmanship Inspection
It centralizes templates, clauses, rules, roles, and the history of document operations.
.avif)
Take a look inside
Where Document Automation Supports Business Processes
The same rules for content, data, and approval can be applied to customer, finance, and operations documents. Each department maintains its own roles, templates, and metrics.
Sales and Marketing
Quotes, proposals, contracts, SOWs, and renewals generated from CRM data, with consistent branding and content.
Customer Service and Finance
Letters, policies, statements, invoices, and notifications, including relevant data, approval rules, and shipping history.
Operations and Production
Orders, certificates, and service, shipping, and production documents generated based on ERP data and process rules.
✦
What We Optimize
Client Results Experlogix
90–93%
faster document generation
10 min
document instead of 45–60 minutes
6–8×
more documents in a single operation
80%
fewer versions of lease documents
✦
FOR WHOM
For companies where documents are piling up faster than they can keep track of them
- Quotes, contracts, and letters are created by copying data between CRM, ERP, Word, and spreadsheets.
- Changing a clause, template, or rule requires IT involvement, and teams use multiple local versions.
- The organization needs a single process for generating, approving, digitally signing, distributing, and archiving documents across multiple departments or countries.
✦
How We Implement
From Process Audits to Scaling Document Automation
Audit
We map documents, volumes, data, templates, rules, approvals, channels, risks, and metrics. We select the first process for a pilot.
Implementation
We integrate data sources, build templates and workflows, configure roles, and test generation, signing, sending, and saving.
Optimization
We track time, errors, corrections, adoption, and volume. We streamline processes and roll out new documents, departments, and markets.
✦
Numbers, not slides
What Works for Customers Who Have Placed Their Trust in Us
End-to-end projects across various industries. The same Microsoft tools, different results—because each of our clients’ businesses is unique.
.avif)
20–30%
Less time spent searching for information every day.
–40%
Less time needed to verify customer data in public records.
.avif)
2× faster
Operations and processes completed in half the previous time.
✦
They've placed their trust in us
“
Documentation used to take up a lot of time. Now we can prepare it much faster. Customer data is available immediately, and internal communication has never been smoother.
”
✦
Let's talk about technology
Turn technology into results
Tell us what you want to improve. We'll show you how to use this technology to achieve a specific business outcome.
