CRM
Increase revenues, optimize efficiency, and reduce losses with Power Platform and Dynamics 365
Many entrepreneurs underestimate the impact of inefficiency. In an era of increased competition, companies that do not continually optimize their processes risk being outperformed by proactive competitors. In fact, with today’s labour scarcity, increasing process efficiency and limiting losses is often a matter of survival. Many technologies allow companies to maximize their efficiency and generate more revenue. This article shows you […]
What you need to know about changes to Microsoft Power Apps and Flow licencing
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?
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 […]
What you need to know about the new Dynamics 365 – Customer Engagement
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
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
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 […]
4 ways BI can improve the adoption of your CRM
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
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. […]
How to measure the pertinent results with BI
What does a manager want to know when reading the submitted company report? In most cases, the main question will be “Is everything okay?” This question, however, cannot always be answered. Many companies do not have the tools required to measure the pertinent results. This makes it impossible to know if a company is thriving […]
6 ways of modernizing your CRM to improve the experience of your customers and ensure a successful digital transformation
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 […]
