Provider Assurance Dynamics Xpertdoc 22/23

Award outcome

Description

Provision of a plug-in product which will integrate into the Microsoft Dynamics 365 solution developed for the Authority's Provider Assurance to allow the retrieval of data from Microsoft Dynamics 365 to: - Generate Documents from Templates for a single or multiple records; - Build the document generation in to the smartflow to execute some pre or post actions on Dynamics; - Allow users to store the generated document in Dynamics or SharePoint; - Allow users to generate document in multiple formats such as PDF; - Able to perform mass mail merge and combine all merged document in to 1 single document for print suite.

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