Xperido

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20 January, 2017
Peter Pontel

XPeriDo and Microsoft Dynamics CRM – Resolving Microsoft Word Add-In Connection Issue

By |January 20th, 2017|0 Comments

XPeriDo is a third party product that extends the capability of document templates and document generation in products such as Microsoft Dynamics CRM. Scenario I have recently needed to help a client edit their XPeriDo [...]

27 May, 2016
Anju Stani

XperiDo in Dynamics CRM – Promotion

By |May 27th, 2016|0 Comments

In my previous post, we saw a quick insight into how the XperiDo document dataset and templates can be configured. In this blog post, we will have a look at how to move the changes [...]

17 April, 2016
Anju Stani

XperiDo in Dynamics CRM – Dataset, Templates

By |April 17th, 2016|0 Comments

XperiDo is a server-side document creation and output management engine, available as an add-on for Microsoft Dynamics CRM 2011/2013/2015, both on premise and online. This blog aims to give a quick insight into how to update [...]

31 March, 2016
Andre Margono

Tips on XperiDo Workflow ALM

By |March 31st, 2016|0 Comments

Following up Sachith’s post around troubleshooting XperiDo workflow errors, I would like to share my experience working on XperiDo workflow. As part of ALM strategy, typically we will need to maintain multiple environments (such as [...]

21 February, 2016
Sachith Vidanage

Troubleshooting Xperido Workflow Errors

By |February 21st, 2016|2 Comments

Xperido provides a number of nice features which is not out of the box with Dynamics CRM. It has its own custom workflow actions which can be used within CRM workflows. But sometimes if a CRM [...]

11 February, 2016
Tony Oung

Microsoft Dynamics CRM 2016 – Word Templates vs XperiDo

By |February 11th, 2016|0 Comments

With the release of Microsoft Dynamics CRM 2016 comes a list of new features. One of the features, and the focus of this blog, is the addition of Word Templates for document generation. This new [...]

11 January, 2016
Lolitha Samarajeewa

Create a Link with an Underlying Dynamic URL Using a Pseudo-field and XperiDo Styles

By |January 11th, 2016|2 Comments

XperiDo has become a popular add-on for Dynamics CRM which supports Dynamics CRM 2011, 2013 and 2015 online and on-premises. Xperido provides a very powerful and easy to use add-in for Microsoft Word to design [...]

29 December, 2015
Tony Oung

XperiDo Tip: Troubleshooting Errors with Create Activity

By |December 29th, 2015|0 Comments

You’ve set up your data set and data template with multiple Create Activity Settings fields filled out with a number of tokens.     Now you’re getting an error with the Create Activity for selected [...]

4 December, 2015
Bec Markwick

Tips for Creating Xperido Trial Account

By |December 4th, 2015|3 Comments

Xperido is a fantastic product that provides easy-to-use document creation – once you’ve managed the installation process. I was asked to create a Microsoft Dynamics CRM 2015 Online trial instance with an installation of Xperido [...]