Transcript Your documents. Automated. Master your dataflows. Boost

XperiDo 3.2 Preview
Server-side Document Automation for Microsoft Dynamics CRM
Quick
Solution Recap
Why and how
are you using XperiDo
for Microsoft Dynamics CRM?
Your documents. Automated.
Master your data flows. Boost your output streams.
Added Value
XperiDo automates the generation and delivery of documents
straight from Microsoft Dynamics CRM.
Provides an alternative for the limitations of MailMerge and the complexity of SSRS
MICROSOFT WORD MAILMERGE
Client-based, synchronous processing
Limited data mapping capabilities
Limited capabilities to include data from
related entities
Limited capabilities to apply rules, conditions,
formula, transformations… to mapped data
Limited delivery options
Your documents. Automated.
Master your data flows. Boost your output streams.
SQL SERVER REPORTING SERVICES
Complex to set up
Non-flexible
Difficult to make changes to reports
Limited delivery options
Key Benefits
END USERS
Create documents in two clicks
Save as any common file format
Autoprint on a network printer
E-mail as attachment or body
Store in Microsoft SharePoint
Create letter and task activities
Store documents as a note
Generate documents in bulk or
on demand
Create documents from
workflows
TEMPLATE DESIGNERS
Create templates with Microsoft Word
Include unlimited levels of related entities
Loop over repeating elements
Group items in a loop
Loop over filtered subsets of data
Set conditions for data insertion or lay-out
Use predefined styles for numbers,
currencies, date/times, percentages, …
Save and reuse your own lay-out styles
Insert formula, calculate tax, (sub)totals, …
Render data to pictures, signatures,
barcodes, QR-codes, hyperlinks
Preview in five different formats
Check-in/Check-out and revert to earlier
versions of your templates
Your documents. Automated.
Master your data flows. Boost your output streams.
DEVELOPERS & SYSTEM ADMINS
Powerful server solution
Built on the XBintegrator SOA foundation
Code included Dev Studio
XML-based scripting language for RAD
Numerous exit points for custom code
Boilerplate code for data transformations,
custom output processing, delivery…
Admin client with interactive reporting
Promotion engine for enterprise
environments (Dev, UAT, Prod, …)
Scalable with automatic load balance
Solution Architecture
Data/Request
Document
Services
Data sets
Templates
CRM user/workflow
Microsoft Dynamics CRM Server
XperiDo Server/repository
2011/2013 On Premise
Online
On Premise
Private Cloud
Public Cloud
Your documents. Automated.
Master your data flows. Boost your output streams.
Assets
Solution Delivery Models
XPERIDO ON PREMISE & PRIVATE CLOUD
Installed on a local VM or in a privately hosted data center
Small footprint installation
License or Subscription based business model
Available for both Microsft Dynamics CRM On Prem/Online
Your documents. Automated.
Master your data flows. Boost your output streams.
XPERIDO AS A SERVICE
Fully managed cloud service
Secure communication with Microsoft Dynamics CRM server
Subscription based business model
Available for both Microsft Dynamics CRM On Prem/Online
Solution Components
MANAGED SOLUTION FOR
MICROSOFT DYNAMICS CRM
TEMPLATE DESIGN ADD-IN FOR
MICROSOFT WORD
SERVER COMPONENT
POWERED BY XBINTEGRATOR
Praised UI blending into the CRM user
experience to create documents,
templates, data sets and samples.
Communicating through webservices
with the other components.
Compatible with 2011/2013/online
Ribbon and Right Pane based add-in for
Microsoft Word to design XperiDo
document templates.
Built for Word user, not developers.
Compatible with 2007/2010/2013
Service Oriented Architecture
foundation layer
containing development studio and
administrator console.
Your documents. Automated.
Master your data flows. Boost your output streams.
Editions
STANDARD EDITION
EXTENDED EDITION
Containing full access to the Managed Solution for Microsoft
Dynamics CRM and the Template Design Add-in for Word.
Making use of the standard implementation of the XperiDo Server
Component.
Standard Edition + Access to the Development Studio and the
Administrator Console on the XperiDo Server Component.
Capability to trigger custom services from CRM workflows.
BUSINESS EDITION
ENTERPRISE EDITION
Extended Edition + Additional XperiDo Server to accommodate
a Development Environment on a separate VM. Including easy
promotion of repository items across servers.
Extended Edition + Additional XperiDo Server to accommodate
a second Production Environment on a separate VM. Including
load balancing across production servers.
Your documents. Automated.
Master your data flows. Boost your output streams.
So what’s new?
Advanced e-mail capabilities
Composed templates
Extended workflow assembly
Template version control
Your documents. Automated.
Master your data flows. Boost your output streams.
Demo
Your documents. Automated.
Master your data flows. Boost your output streams.
How to update?
Update process
Pricing model
Your documents. Automated.
Master your data flows. Boost your output streams.
XperiDo Partners
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XperiDo Demo environments will be relocated from Taurus (3.1) to Gemini servers (3.2
beta) over the next three weeks
Procedure will be distributed
Your documents. Automated.
Master your data flows. Boost your output streams.
XperiDo Cloud Customers
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XperiDo Aries and Taurus Cloud servers are scheduled for updating on 2014/03/28
Operation
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XperiDo Server update (by Invenso)
Update of the XperiDo Managed Solution for Microsoft Dynamics CRM (by the customer)
Installation of the new XperiDo Template Design Add-in for Microsoft Word (by the customer)
Your documents. Automated.
Master your data flows. Boost your output streams.
XperiDo OnPrem/PrivateCloud Customers
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3.2 update is optional
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General availability date for maintenance customers : 2014/03/17
Installation options
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Support for version 3.1 is guaranteed until 2015/08/01
Support for version 3.0 is guaranteed until 2014/08/01
DIY: Update Guide will be made available
No fee
Through your XperiDo partner
Partner support fee may apply
Through Invenso Support Services (available for Invenso-serviced customers)
Fees will be communicated shortly
Operation
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XperiDo Server update
Update of the XperiDo Managed Solution for Microsoft Dynamics CRM
Installation of the new XperiDo Template Design Add-in for Microsoft Word
Your documents. Automated.
Master your data flows. Boost your output streams.
Pricing
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New features are available for all editions of XperiDo for Microsoft Dynamics CRM
(Standard – Extended – Business – Enterprise)
EXCEPT THE WORKFLOW ASSEMBLY (optional – priced by # of MsDynCRM users)
Your documents. Automated.
Master your data flows. Boost your output streams.
Q&A
Thank you for your questions
Your documents. Automated.
Master your data flows. Boost your output streams.
Roadmap
What’s further up the road?
Your documents. Automated.
Master your data flows. Boost your output streams.
Roadmap
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Confidential Content (sorry)
Your documents. Automated.
Master your data flows. Boost your output streams.
XperiDo is an Invenso product.
www.xperido.com - www.invenso.com
Your documents. Automated.
Master your data flows. Boost your output streams.
Image attributions
By Jakob Montrasio from Saarbrücken, Germany [CC-BY-2.0 (http://creativecommons.org/licenses/by/2.0)], via Wikimedia Commons
By Tandguladze (Own work) [CC-BY-SA-3.0 (http://creativecommons.org/licenses/by-sa/3.0)], via Wikimedia Commons
By Red Box Design (User:Magdalens) [GFDL (http://www.gnu.org/copyleft/fdl.html)], via Wikimedia Commons
By Kevin Dooley [CC-BY-2.0 (http://creativecommons.org/licenses/by/2.0)], via Flickr Creative Commons
By Youri Samoilov Photo [CC-BY-2.0 (http://creativecommons.org/licenses/by/2.0)], via Flickr Creative Commons
Your documents. Automated.
Master your data flows. Boost your output streams.