Blog

Mission Transformation Clélia Berguig - XRM Vision

XRM Vision Experience /

Clélia Berguig : Mission Transformation

XRM Vision Experience /

Julien Miquel : Mission Transformation

Growth and transformation /

InsideView Insights: 3 secrets to smarter sales

Growth and transformation /

10 Canadian Microsoft MVPs to watch: top Business Applications experts

XRM Vision Experience /

XRM Vision and TDT: Expanded Microsoft offering across Canada

Growth and transformation / XRM Vision Experience /

Dominique Roger: Mission Transformation

XRM Vision Experience /

Sarah, Aurélie and Kim – A story of great friendship

Functional and technical /

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

XRM Vision Experience /

Vanessa Cherenfant – Inclusive Innovation

Functional and technical /

Connection references – Manage connections in a flow with Power Automate

XRM Vision Experience /

Lina Tariq and Moroccan cuisine

RBC Assurance conference - image

TANDEM /

Review of the TANDEM / RBC Assurances conference

Growth and transformation /

5 Recommended Omnichannel Tools

Functional and technical /

Aspose.Words – Generating reports in Dataverse

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

Growth and transformation /

Forecast – Manage Sales Pipeline’s Health with Dynamics 365

Power Platform /

Power Automate – How to monitor flow runs using your model-driven app?

Power Platform /

Power Platform Accelerates Treatment Access for Patients – Case Study

Power Platform /

Center of Excellence: 3 good reasons to use it

Growth and transformation /

Omnichannel CRM Customer Service – Why Use It?

Insurance Brokers image

TANDEM /

Insurance Brokers: improve your relations with your clients

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

Functional and technical /

Inversion of Control in Dynamics 365

Functional and technical /

Power Automate – Infer the Flow Run URL

Power Platform /

Team Managers: 6 Benefits of Approval Flows

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

Functional and technical /

Power Automate – Get the Flow Trigger Context Information

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

Functional and technical /

How to Connect Dynamics 365 to Azure for Error Logging

TANDEM /

Insurance brokers : Why did XRM Vision invest in TANDEM?

TANDEM /

Insurance brokers: 5 factors to finding the right management tool

2020 Growth 500 - XRM Vision in 120th position

XRM Vision Experience /

XRM Vision places No. 120 in 2020 Growth 500, the definitive ranking of Canada’s Fastest-Growing Companies

XRM Vision Experience /

XRM Vision places No. 254 on The Globe and Mail’s second-annual ranking of Canada’s Top Growing Companies

Power Platform /

Create your own app without writing code experience? It’s now possible!

Est-ce sécuritaire d'utiliser le cloud?

Growth and transformation /

Is the cloud safe? Myths and facts.

TANDEM /

How TANDEM is transforming the group insurance industry?

XRM Vision Experience /

XRM Vision wins the 2020 Microsoft Canada IMPACT Business Applications Award

Power Platform /

Power Platform: 5 tips to convince your IT department

Power Platform /

The low-code: 5 questions about this business tech trend

Growth and transformation /

Change management: 5 articles to help you better understand

Power Apps and Power Platform - 5 articles to help you better understand

Power Platform /

5 articles to help you better understand Power Apps and Power Platform

Power Platform /

What is the Microsoft Power Platform?

Growth and transformation /

Our upcoming webinars to help you optimize your business processes

Growth and transformation /

How Centris improved employee retention and customer satisfaction with our solution

TANDEM /

10 benefits of using a technology platform designed for group insurance brokers

Growth and transformation /

8 ways to stay productive while working remotely with Microsoft technologies

Growth and transformation /

How YMCA improved employee retention and operational performance with our solution

Power Platform /

Microsoft Power Platform + Dynamics 365: Increase revenues, optimize efficiency, and reduce losses

XRM Vision Experience /

24 moments from the 2020 XRM Vision Experience that no one will ever forget

XRM Vision Experience /

COVID-19 – Actions taken at XRM Vision

Power Platform /

Microsoft Power Apps: Top 4 business problems you’ll smash

Power Platform /

Understanding Microsoft Power Apps in 10 questions

Power Platform /

App in a Day: How to Create Your Application in One Day Without Writing Code Experience?

Functional and technical /

Microsoft Modifications – What’s New in Dynamics 365 Sales

TANDEM /

The Future of Group Insurance Brokers in 2020

TANDEM /

The 4 Best Broker Practices in the Era of Online Shopping

XRM Vision Experience /

XRM Vision welcomes Cogia to the team

Growth and transformation /

Four reasons to talk to a Customer Success Manager to get the most of your technology projects

Functional and technical /

Microsoft Changes: What are the Changes for API Calls?

Functional and technical /

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

Functional and technical /

Microsoft Dynamics 365 License Changes: What you need to know for your renewal

Functional and technical /

What you need to know about changes to Microsoft Power Apps and Flow licencing

XRM Vision Experience /

4 highlights of Extreme365 and the Community User Summit in Orlando

Functional and technical /

What possibilities does artificial intelligence bring to Microsoft Dynamics 365 CE?

XRM Vision Experience /

XRM Vision Ranks No. 146 on the 2019 Growth 500

Notice of appointment 3 new solution architects are joining our team

XRM Vision Experience /

Notice of appointment – 3 new solution architects are joining our team

Notice of appointment: Marc-André Collin has joined the XRM Vision team as marketing coordinator

XRM Vision Experience /

Notice of appointment: Marc-André Collin has joined the XRM Vision team as marketing coordinator

XRM Vision Experience /

Notice of appointment: 4 technical analysts have joined our team

XRM Vision Experience /

Notice of appointment: 5 new business analysts have joined our team

XRM Vision Experience /

XRM Vision recognized as the winner of the 2019 Microsoft Canada Living the Mission IMPACT Award

Power Platform /

Using Flow as a workflow scheduler in Microsoft Power Platform

Power Platform /

Embedded Canvas App – A different approach to n:n (related) association

Functional and technical /

How to run an A/B test in a marketing campaign with Microsoft Dynamics 365 for Marketing?

XRM Vision Experience /

18 moments from the 2019 XRM Vision Experience that no one will ever forget

The incredible adventure of Charlotte M Debunne

XRM Vision Experience /

The incredible adventure of Charlotte M. Debunne

TANDEM /

What Group Insurance Brokers Need to Know to Survive Bill 141

XRM Vision Experience /

Why pursue a career in technology? The perspectives of our 11 female experts

XRM Vision Experience /

The MPV Global Summit 2019: Julien Miquel’s grand premiere

Functional and technical /

How to access the sales pipeline, following Dynamics 365 updates

How to edit a series of photos using Canvas app

Power Platform /

How to edit a series of photos using Canvas app

The best way to take pictures for your business application using Canvas app

Power Platform /

The best way to take pictures for your business application using Canvas app

4 steps that will optimize the design of your business application in PowerApps all the while maximizing its impact

Power Platform /

4 steps that will optimize the design of your business application in PowerApps all the while maximizing its impact.

Functional and technical /

What you need to know about the new Dynamics 365 – Customer Engagement

XRM Vision Experience /

XRM Vision has been selected for the Parcours innovation PME Montréal

Growth and transformation /

Our 5 most popular articles of the year

Notice of appointment - Valérie Durand joins the XRM Vision team as Product Owner

XRM Vision Experience /

Notice of appointment – Valérie Durand joins the XRM Vision team as Product Owner

A big party for the 10 year anniversary of XRM Vision

XRM Vision Experience /

XRM Vision celebrated its 10th birthday: The 5 highlights of the evening

6 advocates for a succesful organizational change in a company

Growth and transformation /

6 advocates for a successful organizational change within a large company

How can you create a sustainable vision of change within your company

Growth and transformation /

How can you create a sustainable vision of change within your company?

Growth and transformation /

The 9 best change management practices

Growth and transformation /

Change management : 5 reasons to invest from the start

XRM Vision Experience /

Anne-Claire Oger is joining the XRM Vision team in the role of Employer Brand Ambassador and Recruiter.

XRM Vision Experience /

XRM Vision received the Microsoft Gold Cloud Business Application competency

XRM Vision is 10 years old

XRM Vision Experience /

XRM Vision is celebrating its 10th year

How to improve the adoption of your CRM

Functional and technical /

4 ways BI can improve the adoption of your CRM

XRM Vision Experience /

A look back at the Microsoft Dynamics 365 FastTrack Architect Bootcamp: 6 highlights

XRM Vision reaches the Microsoft Gold Cloud Customer Relationship Management (CRM) competence

XRM Vision Experience /

XRM Vision received the Microsoft Gold Cloud Customer Relationship Management (CRM) competency

Functional and technical /

Successfully upgrade from Dynamics 365 Online to 9.0.2 (before it is no longer supported)

How to measure the pertinent results with BI

Growth and transformation /

How to measure the pertinent results with BI

Notice of appointment: Marie-Claude Roy joins the architects of CRM solutions

XRM Vision Experience /

Notice of appointment: Marie-Claude Roy joins the architects of CRM solutions

Growth and transformation /

3 simple ways using BI can change the customer experience

XRM Vision and the Bonneville 808 challenge

XRM Vision Experience /

XRM Vision and the Bonneville 808 challenge

XRM Vision Experience /

Notice of appointment: Nathalie Lanthier joins the XRM Vision team

Growth and transformation /

How to use business intelligence to make decisions that are based on facts

Retrospective on Microsoft Inspire 2018 - 4 highlights of the event

XRM Vision Experience /

Retrospective on Microsoft Inspire 2018: 4 highlights of the event

Using business intelligence to acquire a single version of the truth

Growth and transformation /

Using business intelligence to acquire a single version of the truth

Growth and transformation /

Top 5 CRM obstacles that can be solved using business intelligence

Growth and transformation /

What is business intelligence ?

XRM Vision Experience /

Notice of appointment: XRM Vision welcomes Gacia Demirdjian in the role of executive assistant

Functional and technical /

5 artificial intelligence applications that will transform your CRM

Functional and technical /

CRM: improve the experience of your customers

XRM Vision Experience /

Full employment in Quebec: The recruitment strategies used by XRM Vision to address the shortage of skilled labour

8 key steps for a successful digital transformation in your company

12 ways to create a culture of innovation in your company

5 Quebec-born companies that have reached a successful transformation

5 Quebec-born companies that have reached a successful digital transformation

What is digital transformation and why does it have such an impact on your company

Growth and transformation /

What is digital transformation and why does it have such an impact on your company?

Our team continues to grow - XRM Vision welcomes Kim Mac Dermott in the title of solution architect

XRM Vision Experience /

Our team continues to grow: XRM Vision welcomes Kim Mac Dermott in the title of solution architect

New online tools; assess the maturity of your CRM and optimize your business practices.

Optimize your marketing team practices with a new model (account/contact/lead vs opportunity)

XRM Vision Experience /

XRM Vision welcomes Jérôme Jondeau in the role of project manager!

Growth and transformation /

Increase your CRM maturity: 5 benefits of having automated marketing campaigns.

XRM Vision /

CRM Best Practices for Sales Opportunity Management

Growth and transformation /

Improve the maturity of your CRM; The best practices to optimize the management processes of your customer service.

XRM Vision Experience /

The XRM Vision team on offsite mode for two successful days!

Growth and transformation /

Artificial intelligence glossary: a few essential concepts

Reflecting on 2017 : 3 trends that have marked CRM

microsoft dynamics 365 features

XRM Vision /

A few essential features of Dynamics 365 and theirs benefits

Growth and transformation /

It is time to measure the profitability of your sales and marketing efforts.

Growth and transformation /

CRM Selection Criteria: How to Choose a CRM System

Growth and transformation /

Convincing your CFO that a good CRM is a smart investment

Growth and transformation /

Analyzing the maturity of processes in the context of a CRM implementation

Do you know the maturity levels of your CRM?

Representatives, let the use of a CRM increase your productivity

Growth and transformation /

Choosing the right CRM, Dynamics 365 or Salesforce?

Growth and transformation /

The 6 key ingredients of an efficient client acquisition process

Growth and transformation /

When your client works for you and the benefits of having an efficient portal

Building a sales opportunity scoring

Is your success built upon your employees?

Growth and transformation /

4 key factors to ensure a successful implementation of your CRM

XRM Vision Experience /

XRM Vision selected as finalist at Microsoft Canada Impact Awards

XRM Vision Experience /

XRM Vision is now Microsoft Gold Cloud CRM certified

Growth and transformation /

Do you feel as though your marketing messages are not getting through?

Growth and transformation /

Boost your customers’ engagement and loyalty!

Lack of revenue from existing customers

Growth and transformation /

Are you losing sleep over no growth in revenue from existing clients?

Create a unique customer experience

Do you feel as if you’re losing ground to your competitors?

Growth and transformation /

The social CRM strategy is made only for the big guys?

Growth and transformation /

The story of CRM through my own interpretation of the facts. (Part one)

Growth and transformation /

The story of CRM through my own interpretation of the facts! (Part three)

Growth and transformation /

The story of CRM through my own interpretation of the facts. (Part two)

Growth and transformation /

XRM Vision Blog Launch

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