Functional and technical

Virtual entities in Dataverse – Why and how to use them?

by Patricia Rivas • 15 September 2021

Why would you want to implement Virtual Entities in the Dataverse? What if they could be used to simplify your data model to make it easier and faster to find things?  Here, we’ll see why and how to leverage this tool.   What are virtual entities used for? Overall, virtual entities can be used to […]


Connection references – Manage connections in a flow with Power Automate

by Patricia Rivas • 21 July 2021

Do you develop applications with Power Platform? Do you know how to optimize the creation and management of connections in a flow with Power Automate? Our expert Julien Miquel interviewed our expert Nicolas Bastien, in order to teach us about connection references. Interview.   As a kick-off for the series of Tips and tricks videos, […]


Aspose.Words – Generating reports in Dataverse

by Patricia Rivas • 3 June 2021

Need to generate PDF reports as part of your job? Then you’ll love Aspose.Words. Here’s how to create your reports with this affordable, easy-to-use tool.   In this article, I’ll explain how to create reports using Aspose.Words, a powerful tool for presenting complex data in a variety of ways. Why do I love using it? First, because it’s easy to maintain […]


Article by Jean-François Fortin from XRM Vision on Inversion of Control with Dynamics 365

Inversion of Control in Dynamics 365

by Patricia Rivas • 12 March 2021

Developers and architects, are you developing an application with Dynamics 365? How can you make sure to focus on the use cases of the application in the context of the business domain and not on the way it is achieved? Learn more on dependency injection and inversion of control to achieve this. Typical focus – […]


Power Automate – Infer the Flow Run URL

by Patricia Rivas • 24 February 2021

Do you automate tasks by creating flows with Power Automate? As an administrator or maker, you may need to look at previous executions of a flow for monitoring or troubleshooting purposes. What if you could infer the flow run URL during the execution of a flow? Wouldn’t that be great? Here’s how in 4 easy steps.    Usually, to view  a flow execution logs, you must […]


Power Automate - Get the Flow Trigger Context Information You Need - David Rivard

Power Automate – Get the Flow Trigger Context Information

by Patricia Rivas • 27 January 2021

Business developers, do you use Power Automate to automate your organization’s business processes? And are you developing flows using the Common Data Service connector (Current Environment)? If so, there have probably been times when you needed information about the context in which the flow was triggered. Here’s how to obtain this info.  When you generate flows in the Power Automate environment […]


Connecting Dynamics 365 Portal to Azure for error logging - article written by Jean-François Fortin

How to Connect Dynamics 365 to Azure for Error Logging

by Patricia Rivas • 26 January 2021

An error occurred on your Dynamics 365 portal? Did you know it was possible to record relevant details and consult them? This way, more information on the causes of the error will give you clues as to how to correct it. But how can one do it, you may ask? By connecting Dynamics 365 to Azure for error logging!  Before we start, make sure that:  your organization runs the Microsoft Dynamics 365 Portal;   it runs online (and not as […]


Microsoft Modifications – What’s New in Dynamics 365 Sales

by Patricia Rivas • 20 January 2020

Dynamics 365 Sales is part of the batch of apps that Microsoft revamped last October. What new bells and whistles will allow sellers to close more opportunities? Continuing our series on the latest changes in the Microsoft ecosystem, here’s what’s new in Dynamics 365 Sales.      Here are 5 new app features:   What’s Dynamics 365 Sales? Before we move on, let’s take a look at Microsoft’s Dynamics […]


Microsoft Changes: What are the Changes for API Calls?

by Patricia Rivas • 5 December 2019

The changes made by Microsoft in October will also be applicable for the use of APIs (Application Processing Interfaces). The plans of the application programming interface, which serve as a kind of toolbox for developers, have been modified.   Following our article on license modifications as well as the one on Power Apps and Flow, here are the newest developments on […]


Microsoft Changes: Gaining a better understanding of the new Unified Interface

by Patricia Rivas • 3 December 2019

Last October, Microsoft implemented several changes to improve its offer. Until now, many users are still scratching their heads to understand what these changes mean in concrete terms. We have prepared a series of articles to help you understand them.  In this blog post, you will find out what you need to know about the new Unified Interface:  What is […]



Subscribe to our newsletter

Fill out the form below to receive regular updates on XRM Vision

Download our eBook!

Fill out the form below to receive your guide and learn how to improve customer retention in 5 steps. All free of charge!

Your customers expect an outstanding service experience and personalized support from you. XRM Vision provides you with the best practices and technological tools to build customer loyalty, support your growth and improve your productivity.

Download our free CRM process evaluation kit!

Fill out the form below to receive our CRM process maturity assessment kit free of charge.

More:

  • Access to our online diagnostic tool
  • Receive our best advice via email once a month (only by choosing to subscribe to our newsletter)

Based on the Capacity Maturity Matrix, our methodology will help you assess the maturity level of your business processes and customer relationship management. With our ebook and the web questionnaire that comes with it, you will be able to identify the next steps to progress based on your specific situation.