Features

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 […]


Embedded Canvas App – A different approach to n:n (related) association

by Patricia Rivas • 29 May 2019

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?

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 […]


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 […]


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 […]



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