Smart Flows for Dynamics CRM will only work with Microsoft Dynamics 2016 (8.0) or higher.
While you may see buttons in the Dynamics 365 mobile apps, these will not work as Microsoft does not allow 3rd parties to open and run code in windows outside Dynamics. This means that if you want to use Smart Flows for Dynamics, you need to use the web client in the browser, also on mobile devices. Xpertdoc Smart Flows is compatible with Unified Interface Apps, which have a responsive design and render beautifully on any device.
Smart Flows for SugarCRM will only work with SugarCRM 8.*.*, 9.0.* and 9.1.*
Using the Template Builder add-in requires a few things on your computer:
The installer will verify that the following prerequisites are present on your system before installing the add-in.
To install Xpertdoc Smart Flows on dedicated infrastructure, please consider the below recommendation for server configuration.
SQL Server 2016 or higher. Any setup works, from SQL Server Express on the same machine to an SQL Server database on Azure. For operational purposes it is recommended to use a separate SQL Server machine or cluster.