CRM

Increase revenues, optimize efficiency, and reduce losses with Power Platform and Dynamics 365

by Patricia Rivas • 25 March 2020

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

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 […]


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. […]


How to measure the pertinent results with BI

How to measure the pertinent results with BI

by David Brochu • 12 September 2018

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 […]



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.

xrm-vision - formation

With more than 10 years of expertise in the design and implementation of Microsoft business solutions, we offer a wide range of training courses for all levels and all types of profiles:

  • Power Platform:
    • Dynamics 365 and customer relationship management
    • Power Apps
    • Business intelligence and analytics
  • Office 365: collaboration and productivity
  • IT Management

Training can be offered online.

Download our full
training catalog