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 […]
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 […]
Using Flow as a workflow scheduler in Microsoft Power Platform
One requirement that is repeatedly being asked for by customers in Power Platform projects is the ability to schedule a workflow on a collection of record. For example: I want to run a daily (classic) workflow on every active contact at midnight. Unfortunately, there is no out-of-the-box way of implementing this requirement inside Microsoft […]
Embedded Canvas App – A different approach to n:n (related) association
The following article was written by Éric Sauvé, CRM architect at XRM Vision. It was orginally published as a LinkedIn article. Want to ease the process of associating items in a many-to-many relationship in your model-driven app? Here’s a way to take leverage of the embedded canvas app feature (currently in Public Preview) to make […]
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 […]
The best way to take pictures for your business application using Canvas app
Many businesses have made it their 2019 resolution to create their own business applications using Canvas app. Following our last article on this topic, one of our readers has asked us how to enable users to take pictures in an application created by Canvas App. What makes this question interesting, is the fact that […]
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 […]
Successfully upgrade from Dynamics 365 Online to 9.0.2 (before it is no longer supported)
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 […]