How the new document generation capabilities in Microsoft Dynamics CRM 2016 compare to XperiDo

Erwin Buggenhout
05.01.2016

In the latest release of Dynamics CRM, the 2016 release, Microsoft has improved the out-of-the-box capabilities to generate documents that contain data from CRM records. At XperiDo, we embrace this initiative, as it confirms the need for such functionality. We would like to encourage Microsoft Dynamics CRM customers to explore the newly embedded functionality and consider XperiDo if not all of their document generation needs are covered. 

Invenso’s efforts to invest in the development of XperiDo for Microsoft Dynamics CRM remain unabated. Our core mission to deliver the superior document generation solution continues, just like Microsoft and many of its channel partners continue to recommend XperiDo as a preferred solution for advanced document generation. 

 

So how do the new native document generation capabilities of Microsoft Dynamics CRM 2016 compare to the XperiDo offering? 

The table below provides a comparison between XperiDo 3.3 for Microsoft Dynamics CRM and the Microsoft Dynamics CRM 2016 Online Release Candidate we evaluated as part of Microsoft's Dynamics CRM TAP program in November-December 2015. 

Trigger the document creation process XPERIDO MICROSOFT DYNAMICS CRM 2016 NATIVE
Via user interaction (command bar)
Via CRM workflow
Output Options XPERIDO MICROSOFT DYNAMICS CRM 2016 NATIVE
Create documents in other formats than docx (pdf, html, rtf, xps, doc, txt, …)  
Create documents with dynamic names  
Create document in the correct language based on a CRM field value  
Processing XPERIDO MICROSOFT DYNAMICS CRM 2016 NATIVE
Server-side asynchronous/Client-side Server-side Server-side
Post-processing Options XPERIDO MICROSOFT DYNAMICS CRM 2016 NATIVE
Save to SharePoint  
Save to SharePoint with metadata/customize save location  
Create Task/Letter/e-mail Activity and attach document  
Create Note and attach generated document only when generated via workflow
Use generated document to populate the body of the e-mail instead of attachment  
Use another template to populate the e-mail body  
Print to a network printer  
E-sign generated documents with DocuSign via e-mail  
E-sign generated documents in person via DocuSign (stylus on tablet)  
Data selection XPERIDO MICROSOFT DYNAMICS CRM 2016 NATIVE
Include fields, 1:N, N:1 and N:N relations
Include multiple levels of relationship  
Extend data set with user input during creation process  
Template Management XPERIDO MICROSOFT DYNAMICS CRM 2016 NATIVE
Template store location XperiDo Server CRM
Compose templates with template segments for the header, footer, body and insert zone  
Subcategorization of templates (subfolders/tags)  
E-mail templates with all entity fields and relationships multiple levels deep  
Template cloning  
Template access restrictions by security role, by business unit and by team by user
Template Versioning with comments and rollback  
Edit-protection via Check-in/check-out  
Manage translations per template (1 template, multiple languages)  
Promote templates (DEV-UAT-PROD) across one or more servers  
Detailed logging and reporting  
Template Design XPERIDO MICROSOFT DYNAMICS CRM 2016 NATIVE
COM Add-in for Microsoft Word Via Developer ribbon
Map fields by display name  
Loop subgrids  
Sort and limit loops  
Group loops (e.g. products per product type)  
Loop filtered resultsets  
Conditional content  
Apply conditions based on user input during generation process  
Conditional formatting  
Field formatting for date/time, number, currency, percentage…  
Re-usable styles for date/time, number, currency, percentage…  
Convert Case (e.g. ALL CAPS to CamelCase or Sentence case)  
Find/replace and insert text in mapped value  
Elimination of blank lines in addresses  
Dynamic integration of pictures from CRM or URL Only entity images
Dynamic integration of pictures via asset lookup table  
Capturing groups (e.g. for credit card or telephone numbers)  
Barcode conversion  
Insert dynamic hyperlinks  
Insert existing documents (doc/docx/html/pdf) from CRM or URL  
Do calculations  
Create calculated pseudo fields (to reuse in other formula)  
Keep autocorrect switched on ;-)  
Development XPERIDO MICROSOFT DYNAMICS CRM 2016 NATIVE
SDK  
Development Studio  
Custom pre-processing (transformation/enrichment) and post-processing scenarios