Xpertdoc for Microsoft Dynamics 365 lets you build and run any document-centric process that leverages data from Dynamics 365 and external data sources like Xpertdoc’s web-based Smart Forms. Whether your organization requires simple or complex document flows, business process owners can easily model and deploy them by arranging flow steps through the solution’s intuitive user interface, and defining wizard-driven logic between these steps – without code.


A Microsoft Gold Partner, Xpertdoc was founded in 2000 with a mission to enable organizations to digitally transform their document-centric processes, by automating the delivery of documents that drive improved customer engagement and business growth.

With 20 years of expertise and experience in documents, our industry-leading solutions – ranging from entry-level document generation to full-scale enterprise document flow automation – allow companies to optimize and automate consistent document processes, from creation to delivery, and stay ahead of their competition. And with our cutting-edge API integration, Xpertdoc can scale along with your business.

Xpertdoc’s innovative and intuitive solutions have enabled over 800 customers worldwide to easily and efficiently create, manage and deliver better documents, faster, by empowering them with capabilities for document generation, digital data capture, content management, and template design.