CRM

How to access the sales pipeline, following Dynamics 365 updates

by Patricia Rivas • 2 April 2019

A few months ago, Microsoft announced that some elements in the Dynamics 365 Customer Engagement universe would become obsolete. If you are using older versions of the Dynamics 365 application suite (8.0 or earlier), you may encounter some challenges. This is due to the fact that some entities on which a specific business process is […]


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

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

by Patricia Rivas • 20 February 2019

  Many businesses have made it their 2019 resolution to create their own business applications using Canvas app. Following our last article on this topic, one of our readers has asked us how to enable users to take pictures in an application created by Canvas App. What makes this question interesting, is the fact that […]


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

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

by Patricia Rivas • 18 February 2019

In the past, applications were designed based on business requirements, which were then converted into data models, from which data-entry forms were created for users. The arrival of Canvas apps in PowerApps has made creating and tailoring applications to meet user needs easier than ever before. Modern day users have higher expectations of efficiency. They […]


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

by Patricia Rivas • 8 February 2019

The new Dynamics 365 has arrived! If you are a Microsoft Dynamics CRM online user, be ready for the incoming change of interface.  You may have heard the terms “Common Data Model,” “Common Data Service,” “PowerApps” or “Unified Interface” before. But as a CRM user, what does this new interface bring you?  Microsoft offers a […]


5 ways investing in change management will lead your technological projects to success

by David Brochu • 21 December 2018

  You have found the best CRM solution for your company. You have invested tens if not hundreds of thousands of dollars on its implementation. But what happens if in the end the users do not use it? Your efforts will have been useless.  This is a reality for many companies:  Only 64% of projects […]


XRM Vision received the Microsoft Gold Cloud Business Application competency

by David Brochu • 22 November 2018

After having received the Microsoft Gold CRM competency for the fourth year in a row, our company has now succeeded in obtaining the Microsoft Gold Cloud Business Application competency. What makes us even more proud is that we are the first partners in Canada to receive this recognition from Microsoft. A distinction awarded by Microsoft […]


How to improve the adoption of your CRM

4 ways BI can improve the adoption of your CRM

by David Brochu • 22 October 2018

Imagine having the best CRM ever, one that allows you to accurately assess and predict your performances. This creates an almost perfect scenario, because unless it is founded on a plan for user adoption, this perfect CRM will never achieve the expected results. Above all technologies, lies people. Even the best CRM requires a big […]


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

by David Brochu • 19 October 2018

At XRM Vision, we are very focused on helping our employees surpass themselves and achieve their full potential. To facilitate the development of their full potential, we provide our employees with constant development training opportunities. For this reason, our solution architect David Rivard flew to Redmond, Washington, to participate in a special new training program. […]


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

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

by Patricia Rivas • 24 September 2018

XRM Vision received the Microsoft Gold Cloud Customer Relationship Management (CRM) certification, for a fourth consecutive year. Awarded to us by the Microsoft Partner Network (MPN), this recognition attests the outstanding commitment that has been shown by our team in helping companies reach their full potential through the design and implementation of high-level CRM solutions. […]


Using business intelligence to acquire a single version of the truth

Using business intelligence to acquire a single version of the truth

by David Brochu • 14 August 2018

In 2015, a Forrester survey asked the following question; “What are the biggest obstacles encountered by your company when wanting to improve your customer management skills?” This survey was answered by 251 professionals working on a CRM project over a period of 3 years. And among the various CRM obstacles mentioned in the response choices, […]



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