CRM features

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

by Patricia Rivas • 21 May 2019

Microsoft Dynamics 365 for Marketing is a powerful tool. It allows you to conduct complex marketing campaigns directly from your Dynamics Customer Engagement portal. However, right now as this article is being written, Microsoft Dynamics 365 still lacks an essential function for any marketing campaign which is the capacity to run an A/B test (or split test). […]


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 […]


How to edit a series of photos using Canvas app

How to edit a series of photos using Canvas app

by Patricia Rivas • 18 March 2019

Although Canvas app makes it possible for your company to build its own application, the challenge of making your application easy to use remains. After showing you the best way to allow your users to take pictures in your application, we proceed to showing you the next step; allowing your users to make changes in […]


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 […]


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. […]


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

by Patricia Rivas • 13 September 2018

If you use Dynamics 365 Online as your CRM software, you have probably received notifications from Microsoft in recent weeks. This is because the IT giant is updating its Dynamics 365 online, with the latest version being 9.0.2. Why it is so important for you to go ahead with this infamous update? The reason is […]


Retrospective on Microsoft Inspire 2018 - 4 highlights of the event

Retrospective on Microsoft Inspire 2018: 4 highlights of the event

by David Brochu • 16 August 2018

A few days ago, Microsoft Inspire gathered thousands of partners from all over the world. This huge annual event which took place in Las Vegas over a 5-day period, was organized by Microsoft for its international community of partners. Microsoft took the opportunity to introduce their most recent developments as well as their objectives for […]



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