Dynamics CRM
How to run an A/B test in a marketing campaign with Microsoft Dynamics 365 for Marketing?
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
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
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 […]
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. […]
XRM Vision received the Microsoft Gold Cloud Customer Relationship Management (CRM) competency
XRM Vision received the Microsoft Gold Cloud Customer Relationship Management (CRM) certification, for a fourth consecutive year. Awarded to us by the Microsoft Partner Network (MPN), this recognition attests the outstanding commitment that has been shown by our team in helping companies reach their full potential through the design and implementation of high-level CRM solutions. […]
5 artificial intelligence applications that will transform your CRM
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 […]
Optimize your marketing team practices with a new model (account/contact/lead vs opportunity)
How to ensure that the main entities of Microsoft Dynamics 365 Customer Engagement (CRM) interact to meet the operational needs of the business? It is an issue that has been at the heart of many discussions and is all the more relevant to current business needs and practices. Following the issue raised by Steve Mordue, we would like to […]
A few essential features of Dynamics 365
The choices of CRMs to choose from have multiplied over the years. As shown in our previous article on how to choose the right CRM. The strategy behind what CRM to choose as well as your needs, will vary from one company to the next. Faced with these same choices, XRM Vision decided to specifically […]
8 essential criteria in choosing a CRM that is adapted to your company
Choosing a CRM is a strategic move that can generate a significant amount of benefits. It is therefore crucial to thoroughly analyze your needs, your resources and the options available to you before undertaking an implementation process. Most importantly, you must think long term when making your decision. Opting for an intermediate solution knowing that […]
The social CRM strategy is made only for the big guys?
In June 2010, Gatorade launched its Mission Control, the set up in which this new program was built is quite comparable to that of the international space station ground team. The social networks allowed Gatorade to “tune” into the sentiments of consumers. The following video (Gatorade Mission Control) is a testimony of the multiple and […]
