Dynamics 365

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 […]


Forecast - Manage Sales Pipeline's Health with Dynamics 365 - Sarah Deschenes

Forecast – Manage Sales Pipeline’s Health with Dynamics 365

by Patricia Rivas • 25 May 2021

Sales managers, is it a headache for you to keep track of your team’s actions? Did you know that there’s a tool that predicts upcoming sales in real time? Find out how the Forecast feature can assist you in your team meetings.   In any business, sales forecasting—often referred to simply as the forecast—is an […]


Omnichannel for Customer Service – Why Use It?

by Patricia Rivas • 22 March 2021

You’ve probably already heard of omnichannel marketing. In a nutshell, the idea is to deliver an optimal and consistent customer experience across all channels and platforms. But how does this help you in your daily business? Here’s a little more about this platform.      In terms of communications, the last few years have been bountiful with the creation of […]


Insurance Brokers image

Insurance Brokers: improve your relations with your clients

by Cindy Honoré • 17 March 2021

How to improve the address book of insurance brokers while using software that meets their needs? Here is XRM Vision’s answer.   In this article, we will talk about 5 principles that will allow you to better retain and improve your relationship with your customers, which is a crucial step to improve your revenue.    We currently live in […]


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 – […]


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 […]


How Centris improved employee retention and customer satisfaction with our solution 

by Patricia Rivas • 27 April 2020

Over the past decade, there have been many new technologies which have revolutionized our daily lives. Sooner or later, companies will need to modernise themselves in order to stay competitive and satisfy the changing behaviour of consumers. In fact, this is even more true for compagnies offering technological tools.  This reality rang true for Centris, who we had the pleasure […]


Increase revenues, optimize efficiency, and reduce losses with Power Platform and Dynamics 365

by Patricia Rivas • 25 March 2020

Many entrepreneurs underestimate the impact of inefficiency. In an era of increased competition, companies that do not continually optimize their processes risk being outperformed by proactive competitors. In fact, with today’s labour scarcity, increasing process efficiency and limiting losses is often a matter of survival.  Many technologies allow companies to maximize their efficiency and generate more revenue. This article shows you […]


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 […]


XRM Vision welcomes Cogia to the team

by Patricia Rivas • 8 December 2019

We are pleased to announce the addition of Cogia to the XRM Vision team.   Founded in 2014 by Salim Adamon, Cogia is a firm of Microsoft Dynamics 365 experts. They develop digital transformations of organizations like Guru Energy and Montréal International Economic Development Agency.   “We are very happy to welcome them among us,” said Félix Robitaille, president of XRM Vision. “We’ve chosen Cogia because they’re […]



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