Strategy 365 Partners with Xpertdoc to Expand Services and Value to Clients Using Microsoft Dynamics 365 and Power Platform

Stoke-on-Trent, United Kingdom and Terrebonne, Canada, December 14, 2021 – Strategy 365, a Microsoft Gold Partner providing implementation, licensing, training, and support services to clients using Microsoft Dynamics 365 and the Power Platform, has entered a partnership with Xpertdoc, a global leader in document generation and document automation solutions.

Xpertdoc’s aim is to enable a digital transformation of document processes to make life of business users easier. Xpertdoc solutions simplify, optimise, accelerate, and automate document creation, generation, management, delivery, storage, and electronic signing. All these processes can be easily controlled with pre-set rules and parameters.

Gavin Nixon, founder and Managing Director of Strategy 365, comments: “We are very excited to be entering into a partnership with Xpertdoc. We believe their solutions will provide our clients improved document processes by deploying simple or complex automated flows which can leverage data from Dynamics 365. This partnership will ensure our clients have straightforward access to powerful document generation and automated solutions whenever required.”

Xpertdoc offers its solutions to companies in all industries such as energy, real estate, manufacturing, and insurance; its clients include small businesses as well as large international organisations, non-profits and government bodies. The company is headquartered in Canada and has clients all over the world. They include Metro Bank, Otis, Paccar, Husky Injection Molding Systems, Standard & Poor’s, and hundreds more.

Compared to the competition, Xpertdoc solutions support the ability to work with multiple languages in one document template, the configuration of complex business rules for integrating data and pictures from multiple entities within the CRM system and from external sources such as SharePoint and FTP. Its solutions can generate complex charts and barcodes, require minimal IT support and are very easy to use.

“We are confident that this partnership will bring added value to Strategy 365 clients, who will be able to create and send highly personalised, engaging documents directly out of Microsoft Dynamics 365 or via Microsoft Power Platform processes,” says Anthony Mansour, Partner Business Development at Xpertdoc.

About Strategy 365

Strategy 365 is a Microsoft Gold Partner focused on enabling business growth by utilising the vast range of Microsoft cloud products. We help to remove the confusion of business applications and digital transformation by offering a tailored approach to the full project lifecycle. From a complete Dynamics 365 implementation to a simple custom Power App, our team of experts will help bring clarity to your projects and Microsoft licences. Visit our website at

About Experlogix

Experlogix is a global leader in CPQ (Configure, Price, Quote) and document generation and automation solutions, with thousands of customers worldwide in a variety of industries. We elevate customer engagement, business growth and success through powerful and flexible technologies that simplify and accelerate complex processes, improve compliance and quality, and reduce dependence on technical resources. Experlogix – Simplifying the complex.

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Senior Marketing Manager