The Era of Digital Documents: Optimize Your Document Processes with Dynamics 365 and Power Platform

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Does your organization need to generate a significant number of customer-facing documents like quotes, proposals, and invoices but native Dynamics 365 document generation just isn't cutting it?

Watch this recorded webinar to learn how you can get the most out of your CRM and generate customized data-driven documents without IT!

During our session, you’ll learn how to:

  • Remove complexity for business users and improve their productivity
  • Reduce errors, create legally approved documents with branded content
  • Increase sales close rates by reducing the time it takes to create and send quotes
  • Streamline approvals and reduce bottlenecks with automated processes


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Published By

Xpertdoc

Xpertdoc, an Experlogix brand, was founded in 2000 with a mission to enable organizations to digitally transform their document-centric processes, by automating documents that drive customer engagement and business growth.

With 20 years of...READ MORE