We will be transitioning to a new and improved knowledge base in the near future. Stay tuned here for updates as we prepare for launch.

As a customer, using Smart Flows effectively requires some knowledge. It may be a good idea to get one of our trainers to help you out and show you how to use the Smart Flows features to their fullest extent.

1-day Smart Flows Workshop, 8 hours

Get up to speed with Xpertdoc Smart Flows. Discuss your case with our Trainer; create your first Data Set, Template, and Flow in Smart Flows; convert your example document to a Smart Flows Template; design your Template in the Template Builder; and generate your first Document. This training can take place in your own environment.

 Contents
  • Connectors, User Roles, Data Sets, Samples, Templates, Simple Flow Builder, Run a Flow
  • Field Mappings, Formatting, Styles, Conditions, Loops, Formulas, Pseudo Fields, Result Sets

  • Custom Data Sets, Schema Data Sets, Conditional Flows, Advanced Flows, Compositions

Product

Smart Flows for Dynamics 365, Smart Flows Connect

FormatDedicated online or on premise
Duration

On premise: one day
Online: two 4 hour sessions on two consecutive days

DatesOn request
Price

Get in touch with our Sales Team

2-day Smart Flows Workshop, 16 hours

The 2-day workshop adds an extra day of working with your own templates. The participants get hands-on with the product, creating their own templates, with help from the trainer. It also adds a Control Panel Session for Administrators.

Contents
  • Connectors, User Roles, Data Sets, Samples, Templates, Simple Flow Builder, Run a Flow
  • Field Mappings, Formatting, Styles, Conditions, Loops, Formulas, Pseudo Fields, Result Sets
  • Custom Data Sets, Schema Data Sets, Conditional Flows, Advanced Flows, Compositions
  • An extra day of working with your templates
  • Control Panel session for Administrators

Product

Smart Flows for Dynamics 365, Smart Flows Connect

FormatDedicated online or on premise
Duration

On premise: two days
Online: four 4 hour sessions on four consecutive days

DatesOn request
Price

Get in touch with our Sales Team

Made to measure training

Get in touch with us to discuss the possibilities.

Free online training

Feel free to watch the videos of our online training program (registration required): https://www.gotostage.com/channel/smartflows

Each session comes with a set of slideware, which can be downloaded here.

Notes

  • The price for an in house / on premise training will be higher due to additional fees such as travel expenses, accommodation, etc.
  • Questions about our training programs? Contact us at info@xpertdoc.com.
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We will be transitioning to a new and improved knowledge base in the near future. Stay tuned here for updates as we prepare for launch.