Functional and technical

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

by Patricia Rivas • 28 November 2019

As of October, the announced changes for Microsoft Dynamics 365 licenses have been put into place. Customers who were licensed with the Customer Engagement Plan must now choose from a customized plan. If your organization licensed with the Customer Engagement Plan, you will need to take steps to move users to the Microsoft new license […]


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

by Gacia Demirdjian • 17 November 2019

The changes announced by Microsoft for its applications have been in place since October. These changes allow users to work on the applications they need when they need them. After discussing the changes for Dynamics 365 licences, we now present those for Power Apps and Microsoft Flow.  Here’s what’s new with Power Apps and Microsoft […]


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

by Patricia Rivas • 3 November 2019

More and more companies are using the possibilities of artificial intelligence, which is progressing exponentially. Naturally, innovation and technology go hand in hand with Microsoft. Microsoft already offers several services, which allow the use and integration of artificial intelligence with Azure Cognitive Services. And thanks to its expertise, the tech giant has succeeded in making these services accessible within […]


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 […]


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 […]


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 […]


5 artificial intelligence applications that will transform your CRM

by Patricia Rivas • 9 July 2018

It is often said that artificial intelligence (AI) will revolutionize the way companies do business in the years to come. Many companies are already using AI applications that are significantly transforming their opportunities. These companies can now analyze their customer interactions with a depth and speed that has never been seen before. However, not all […]


CRM: improve the experience of your customers

by Patricia Rivas • 20 June 2018

More than two decades have passed since the first CRM software. CRM services were initially meant to be used as tools to manage marketing, sales and customer service teams. Today, their approach is more global and customer-focused. The introduction of the internet, the cloud, mobile application, and artificial intelligence (AI), have made the CRM possibilities […]



Subscribe to our newsletter

Fill out the form below to receive regular updates on XRM Vision

Download our eBook!

Fill out the form below to receive your guide and learn how to improve customer retention in 5 steps. All free of charge!

Your customers expect an outstanding service experience and personalized support from you. XRM Vision provides you with the best practices and technological tools to build customer loyalty, support your growth and improve your productivity.

Download our free CRM process evaluation kit!

Fill out the form below to receive our CRM process maturity assessment kit free of charge.

More:

  • Access to our online diagnostic tool
  • Receive our best advice via email once a month (only by choosing to subscribe to our newsletter)

Based on the Capacity Maturity Matrix, our methodology will help you assess the maturity level of your business processes and customer relationship management. With our ebook and the web questionnaire that comes with it, you will be able to identify the next steps to progress based on your specific situation.