Experlogix Smart Flows - Document Automation for D365 Sales and CE

Enterprise document automation - agentic, governed, and compliant by design

Experlogix Smart Flows is an enterprise-grade document automation and orchestration platform for Microsoft Dynamics 365 and Power Platform. It enables organizations to design, execute and govern complex document processes securely, at scale, and without code.

Smart Flows is built for data-sensitive and regulated environments, with a strong focus on minimal data collection, short data retention, and full auditability.

Flexible, enterprise-ready triggering options

Smart Flows supports multiple secure and auditable triggering mechanisms:

• MCP server for Microsoft Copilot for agentic, AI-driven execution

• Premium connector for Power Automate

• Plug-and-play managed solution for Power Apps and Microsoft Dynamics 365, enabling one-click execution from the UI

• APIs and interactive execution, allowing programmatic triggering or controlled manual execution via the Smart Flows execution interface

All executions are logged and auditable.

Advanced document generation with Microsoft Word templates

Use the Smart Flows Template Builder for Microsoft Word to create rich, data-driven templates with dynamic placeholders, conditional content, auto-expanding tables, calculations, charts, images, barcodes, hyperlinks, and document inserts. Templates are centrally managed and optimized for high-volume enterprise output.

Visual flow design - no code, full control

Design complex document processes using the Smart Flows Flow Builder with 30+ prebuilt steps to generate, convert, approve, eSign, deliver, store, and track documents. All via visual configuration, with full execution traceability.

Collaboration, interaction, and auditability

• Browser-based review and editing using Microsoft online

• Runtime user interaction through rich web forms, enabling users and external stakeholders to provide input during flow execution

• Built-in content management to capture document metadata, securely share documents, and track interactions

• Every interaction and decision point is fully auditable.

AI and compliance built in

• AI-powered document translation

• AI-assisted form building

• Accessibility validation

• PEPPOL and ZUGFeRD eInvoicing support

Start your free 30-day trial: Document Automation | Experlogix