Dynamics CRM

Omnichannel for Customer Service – Why Use It?

by Patricia Rivas • 22 March 2021

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 image

Insurance Brokers: improve your relations with your clients

by Cindy Honoré • 17 March 2021

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 […]


Article by Jean-François Fortin from XRM Vision on Inversion of Control with Dynamics 365

Inversion of Control in Dynamics 365

by Patricia Rivas • 12 March 2021

Developers and architects, are you developing an application with Dynamics 365? How can you make sure to focus on the use cases of the application in the context of the business domain and not on the way it is achieved? Learn more on dependency injection and inversion of control to achieve this. Typical focus – […]


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 […]


4 highlights of Extreme365 and the Community User Summit in Orlando

by Patricia Rivas • 4 November 2019

A few days ago, two major annual events for the Microsoft community overlapped in Orlando. From October 13 to 16, Extreme365 North America hosted Microsoft partners for 4 days of presentations on the latest developments in the Microsoft ecosystem. Then, from October 15 to 18, the User Group Summit North America invited users of the […]


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). […]


The MPV Global Summit 2019: Julien Miquel’s grand premiere

by Patricia Rivas • 3 April 2019

  Our consultant Julien Miquel, MVP, attended the MVP Global Summit durring the week of March 17, 2019 for the first time. This annual meeting is exclusive for experts who hold the prestigious title of “Most Valuable Professionals” and takes place in Bellevue at the Microsoft headquarters in Redmond, Washington. Afin de nous partager son […]


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 […]


XRM Vision reaches the Microsoft Gold Cloud Customer Relationship Management (CRM) competence

XRM Vision received the Microsoft Gold Cloud Customer Relationship Management (CRM) competency

by Patricia Rivas • 24 September 2018

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. […]



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