CRM
Mission Transformation : Alexandre Joussier
In this interview, XRM Vision’s motivated and resourceful business analyst shares his story about working with a leading software company in the transportation and postal services sector. Check out this interview for Mission Transformation with Alexandre Joussier. Mission Transformation: the power of the business analyst For over three years, Alexandre Joussier has built and […]
Review of the TANDEM / RBC Assurances conference
Many of you attended the TANDEM / RBC Assurances conference and we wanted to thank you. This conference would not have been the same without you. To relive the highlights of the conference, here is the review of the TANDEM / RBC Assurances conference! The TANDEM / RBC Assurances conference was held on Wednesday, June […]
Omnichannel CRM Customer Service – Why Use It?
You’ve probably already heard of omnichannel marketing. In a nutshell, the idea is to deliver an optimal and consistent customer experience across all channels and platforms. But how does this help you in your daily business? Here’s a little more about this platform. In terms of communications, the last few years have been bountiful with the creation of […]
Insurance Brokers: improve your relations with your clients
How to improve the address book of insurance brokers while using software that meets their needs? Here is XRM Vision’s answer. In this article, we will talk about 5 principles that will allow you to better retain and improve your relationship with your customers, which is a crucial step to improve your revenue. We currently live in […]
Insurance brokers: 5 factors to finding the right management tool
Finding the right platform to manage various interactions is essential for a group insurance broker. Whether it is your customers, service users, collaborators, suppliers or others, your comprehensive business solution must facilitate the management of all your relationships. How do you choose? Your platform should be able to: Support the entire lifecycle of the relationship with your […]
Microsoft Power Platform + Dynamics 365: Increase revenues, optimize efficiency, and reduce losses
For companies, maximizing efficiency and generating more revenue is a priority. Several technologies facilitate these goals. Discover the benefits of combining Microsoft Power Platform and Dynamics 365. What’s Microsoft Power Platform? Microsoft Power Platform is a tool belt that allows companies to analyze, accelerate, and automate their processes. So, you’ll find the famous: Power Apps, Power Automate, Power BI, […]
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 […]
4 steps that will optimize the design of your business application in PowerApps all the while maximizing its impact.
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
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 […]
