Expedience Software Launches CRM Connect to Enhance Document Generation in Microsoft Dynamics
Expedience Software Introduces CRM Connect to Extend Microsoft Dynamics Document Generation
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Expedience Software has launched CRM Connect, a solution that enhances Microsoft Dynamics' document generation capabilities. It allows organizations to create complex documents with advanced automation while maintaining integration with Dynamics, ideal for sales and legal teams.
- 01CRM Connect enhances Microsoft Dynamics' document generation with advanced automation features.
- 02The solution integrates seamlessly with Dynamics, allowing for complex document logic and conditional content.
- 03Key features include standardized templates, post-assembly editing, and enterprise-grade governance.
- 04Melissa Mabon, CEO of Expedience, emphasized that CRM Connect helps organizations outgrow the limitations of native document generation.
- 05CRM Connect is now available for immediate use by organizations relying on Dynamics for document management.
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Expedience Software has introduced CRM Connect, a new solution aimed at enhancing the document generation capabilities of Microsoft Dynamics. This innovative tool allows organizations to generate documents directly from Dynamics while incorporating advanced automation features such as complex logic and conditional content. According to Melissa Mabon, CEO of Expedience, while Microsoft Dynamics offers robust native document generation, many organizations find themselves needing more sophisticated capabilities as they grow. CRM Connect bridges this gap by enabling users to maintain the native functionalities of Dynamics while adding the necessary intelligence for creating complex enterprise documents. Key features of CRM Connect include seamless integration with Microsoft Dynamics, support for both simple and complex document logic, post-assembly review and editing options, and standardized reusable templates. This solution is particularly beneficial for sales, legal, and proposal teams that depend on Dynamics as their primary system for document management. Expedience CRM Connect is available immediately, providing organizations with a reliable tool to ensure that their Microsoft Dynamics-generated documents are accurate and ready for use.
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