Dynamics CRM

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). […]


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 […]


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. […]


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. […]


Successfully upgrade from Dynamics 365 Online to 9.0.2 (before it is no longer supported)

by Patricia Rivas • 13 September 2018

If you use Dynamics 365 Online as your CRM software, you have probably received notifications from Microsoft in recent weeks. This is because the IT giant is updating its Dynamics 365 online, with the latest version being 9.0.2. Why it is so important for you to go ahead with this infamous update? The reason is […]


5 artificial intelligence applications that will transform your CRM

by Patricia Rivas • 9 July 2018

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)

by Patricia Rivas • 16 April 2018

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

by Patricia Rivas • 25 January 2018

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

by Patricia Rivas • 19 December 2017

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 […]



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.