Purely CRM Christmas Party 2018

Purely CRM Christmas Party 2018

It’s been an exciting year for us at Purely CRM and we are excited to see how our company will grow in the next year. Thank you to everyone who came to our Christmas party last night, it was a great turnout and we look forward to continue working with everyone for many years to come!

Press Release - Purely CRM's New Product

Press Release - Purely CRM's New Product

Purely CRM Announces the “Purely Web Lead Connector” – a Connector Joining Your Website Generated Leads Directly Into Dynamics 365 

VANCOUVER, BC  - Purely CRM, a software consulting firm focusing solely on Dynamics 365, is excited to launch their first product, the “Purely Web Lead Connector” – an add-on to your website to capture web generated leads directly into Dynamics 365.

As one of a small number of companies in North America that focuses solely on Dynamics 365, Purely CRM has observed and identified areas where customers’ CRM needs are still to be fulfilled, leading to the creation of the “Purely Web Lead Connector”. By connecting your website into Dynamics 365, it allows for real-time lead capture, giving you an edge in responding before your competitors. The product is compatible with most common web platforms, low cost, and easy to install.  Connection to such websites as WordPress, SquareSpace, and others, is a snap.

Traditionally, adding this type of functionality into your website meant employing a software consulting firm to build costly integrations that would connect your website directly into the lead functionality found in Dynamics 365.  This product enables you to eliminate that costly custom integration work with a quick and easy implementation.

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Additional Resources

Learn more about the “Purely Web Lead Connector

About Purely CRM

Purely CRM at Collaborate Canada 2018

Purely CRM at Collaborate Canada 2018

It was a great turnout this year at Collaborate Canada 2018. It was good to see so many customers and Dynamics 365 partners working together on solutions for today’s business challenges. It was especially inspiring to see how Dynamics 365 is closing all of the gaps with new features and functionality, and tying it all together through one cloud platform. We look forward to seeing you all again next year.

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Team Building

Team Building

It is essential that a team works like a well-oiled machine when it comes to approaching Microsoft Dynamics 365 CRM projects. That's why we had a company team building event in Whistler to optimize our team to better meet all your needs. 

First hand witnessing the changing nature of work through CRM

First hand witnessing the changing nature of work through CRM

It starts with a simple task:  Codify a business process

Most companies realize they have a business process that is probably not as efficient as it could be.  Perhaps it is an Excel spreadsheet or an MS-Word document that is being passed around the organization in an inefficient manner.  There is often the realization that if they take the disconnected spreadsheets and forms and back-ended them into a database, they can easily eliminate wasted time, rekeying of data, and eliminating some simple review processes and calculations.

You end up codifying the entire department

What starts out as a task to eliminate inefficiencies in one business process inevitably sprawls into another department.  The touch-point of information with other departments or with customers and suppliers will definitely be inputs or outputs into the business process that you are making more efficient.  Why not modify those processes too while you are at it?  Before you know it, you have modified the business processes of an entire department.

Job roles will change

Changing business processes will also inevitably lead to changing job duties.  The mundane error checking of paper forms or re-keying of information into various spreadsheets or miscellaneous forms is going away.  What is left behind in a business process is the essence of what the job truly is and what only the human can accomplish.  The human element in business processes is not going away with the current changing nature of business processes through electronic efficiencies but is now focusing employees on the higher value evaluations that are needed in business processes.

We are removing the mundane work with technology and opening up our eyes to the true value employees (i.e., humans) play in a business process.

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Join our team!

Join our team!

Know your way around MSDYN365 CRM? We're looking for a new CRM developer to join our team! See below for more details to see if you're qualified for the position.


Dynamics CRM Developer
Purely CRM - Vancouver, BC

Purely CRM is looking for a CRM developer to become a core member of our team. The CRM Developer will be a part of an agile development team, working on the deployment, customization and integration of Microsoft Dynamics CRM in the enterprise.

As a Purely CRM Developer you will:

  • Collaborate with other software developers, business analysts, software architects and IT professionals to implement Microsoft Dynamics CRM solutions.
  • Develop and maintain a platform roadmap.
  • Customize the system to meet the business needs of the client.
  • Integrate existing systems and services into the CRM architecture.
  • Assist with deployment and provisioning activities.

This opportunity is for you if you have:

  • Completed a Bachelor's degree in Computer Science, Software Engineering or a related area.
  • Proficient with developing, deploying, customizing and integrating Microsoft Dynamics CRM
  • Demonstrated proficiency in installing and deploying CRM Organizations.
  • Demonstrated proficiency in customizing and creating CRM entities.
  • Demonstrated proficiency in understanding and implementing business workflows and processes
  • Demonstrated proficiency in using either the CRM SDK or plugin platforms
  • Demonstrated proficiency with Microsoft .NET 3.5+ development using C#
  • Experience with source control management systems and continuous integration/deployment environments.
  • Internally motivated, able to work proficiently both independently and in a team environment
  • Proven communication skills with both internal team members and external business stakeholders.
  • Strong initiative to find ways to improve solutions, systems, and processes.

Preferred Competency Requirements  

  • Experience with supporting Microsoft products (SQL Server, SharePoint, IIS)
  • Microsoft Certified Technology Specialist (MCTS) for Microsoft Dynamics CRM 2013/15/16
  • Experience working on an agile development team

 

About Purely CRM

Established in Vancouver, Purely CRM Consulting Inc is 100% focused on Microsoft Dynamics CRM. As a team we have been involved with Dynamics CRM since version 1.0 which dates back to the early 2000’s and we bring a combined 50+ years’ experience. We stand behind Microsoft Dynamics CRM as a platform and the quality of our work in order to provide the best service for our clients.

Our offices are based in Yaletown but we have clients throughout GVRD and our work takes place at our office and client sites, so you must have the means to travel to client sites.  

Local candidates only: Vancouver, BC. Candidates must be legally entitled to work in Canada.

Required language: English, excellent written and spoken English required

If you are interested in joining our team please send your resume to careers@purelycrm.com

Purely CRM Employee Christmas Lunch

Purely CRM Employee Christmas Lunch

A time for family

At Christmas time, we all tend to think of family.  Well, the Purely CRM team is no exception.  We brought our family together yesterday to have our annual employee Christmas lunch.

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Lunch was amazing

Lunch this year was at Nightingale in Vancouver.  If you are a foodie and looking for amazing food in this city, you can do no wrong by going to Nightingale.

 

The family continues to grow

Purely CRM continues to grow as a family and we continue to do more and more Microsoft Dynamics 365 CRM projects.  Our wishes, as always, are to deliver exceptional implementations of Microsoft Dynamics 365 CRM and to continue to grow a healthy and happy family.

Happy Holidays!
Purely CRM

The season of giving

The season of giving

It’s the season of giving and it’s important that we take every opportunity to appreciate how fortunate we are, and that we ensure that we give back to the community just as much as we receive. This year we will be donating to the Greater Vancouver Food Bank along with gifts to keep those in need warm through the winter. We wish everyone happy holidays and a happy new year.

Dynamics 365 for Outlook is blank: Solution

Dynamics 365 for Outlook is blank: Solution

A client recently reported that they can’t find any information under Dynamics 365 for Outlook. This issue only happened for them recently. Trying to uninstall and re-install Outlook for them, disconnecting and re-connecting to the Organization, and a lot other troubleshooting strategies that you can find online did not fix this issue.

We ended up opening a ticket with Microsoft Support. The fix is as listed: 

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1. Go to Start on your Computer
2. Type regedit

3. Go to HKEY_CURRENT_USER > Software>Microsoft>Office>16.0>Outlook>Security

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4. Under Security right click and then New>DWORD (32-bit) Value

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5. Name the folder EnableRoamingFolderHomepages
6. Right click on the folder and Modify
7. Change the Hexadecimal Value data to 2

Now, restart Outlook and wait for a minute. Then click on Dynamics 365 or CRM for Outlook tab on the left bottom corner and you will see all the information that is synced through your CRM.

Purely CRM's 3rd Birthday

Purely CRM's 3rd Birthday

We're celebrating Purely CRM's 3rd birthday today, and we're so grateful for all the support that we've received up to today. We can't wait to see how much more we'll grow as a company in the upcoming year. Thank you everyone!

Press Release with ACT - Autism Community Training

Press Release with ACT - Autism Community Training

Vancouver, CANADA – Purely CRM has been working with ACT – Autism Community Training over the past several years in implementing the latest Microsoft Dynamics CRM system. As BC’s leading provider of online information and training on autism, the transition of ACT’s database into the cloud has enabled them to more effectively manage their resources. Purely CRM is proud to donate $12,000 to ACT to support its work for the community and will continue to extend their hand in helping them in any way that they can.

“We have seen how creatively ACT uses technology to increase the information available to families affected by autism”, explains Marty Hall, Purely CRM’s Managing Director, “we know that they will use our support to make a difference not just for families in B.C, but across Canada.”

“Working with Alan Ashton and the rest of Purely CRM’s team on transferring ACT’s CRM database into the cloud has been so straight-forward,” explains Deborah Pugh, ACT’s Executive Director, adding, “It is great to be able to trust a technical team who are good communicators, who care about our work and have high standards.”

 

About ACT – Autism Community Training

The mission of ACT – Autism Community Training is to provide excellent information and training, in accordance with international best practices. ACT’s goal is to enable parents, professionals, and para-professionals to support children and adults with Autism Spectrum Disorder to live productive, satisfying lives within their families and communities.

 

About Purely CRM

Purely CRM is a privately held company that is 100% focused on the Microsoft Dynamics CRM product with customers across North America. As a team, they have been involved with Microsoft Dynamics CRM since version 1.0. Purely CRM has made the strategic decision to solely focus on the Microsoft Dynamics CRM product and brings industry expertise in such areas as mining, manufacturing, banking, and many more.

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Rainy day Lunch n' Learn

Rainy day Lunch n' Learn

What better way to spend a rainy day inside with a team Lunch n' Learn about teamwork?

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Purely CRM Donates $12000 to ACT - Autism Community Training

Purely CRM Donates $12000 to ACT - Autism Community Training

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Deborah Pugh, Executive Director of ACT - Autism Community Training, receives a $12,000 cheque from Marty Hall and Alan Ashton of Purely CRM at our offices today. "ACT so appreciates the terrific technical and financial support we receive from Purely CRM - it has been vital to maintaining our free online resources which support thousands of families affected by autism across Canada," explains Deborah. For more about ACT see www.actcommunity.ca.

Bananas for Seattle!

Here's Ron and Marty outside of Amazon's new office in Seattle, enjoying their "Free Banana Stand" before heading off to a client meeting.

New Project in Ottawa

Purely CRM is excited to be starting a new project in Ottawa, more details to come!

Good luck Joseph!

Purely CRM wishes Joseph the best of luck at the Whistler Ironman this weekend!

Press Release with Rimex

Rimex Selects Purely CRM to Deploy Microsoft Dynamics CRM to Help Improve Productivity

Vancouver, CANADA – Purely CRM worked with Rimex to successfully implement the latest release of Microsoft Dynamics CRM optimized for Rimex’s unique business processes producing wheels and rims across the globe. This implementation replaced Rimex’s legacy sales management system, providing efficiency improvements in the manufacturing to sales process, integrations into their ERP system, and integration with their Microsoft Office Suite of tools.

With the completed project, Adam Henn, one of the main contacts from Rimex on the project said, “You can now convert a quote directly into an order and have it go straight into the ERP system.  This now means there is a quicker turnaround from the manufacturing floor to the customer in the field. Another benefit has been the ability to give the customer accurate time estimates for the delivery of their custom wheels and rims before they actually receive the product. That has, in turn, allowed us to better control the pricing of the products. It’s a much more strategic way of pricing products but also competitive at the same time.”

“Focusing on business processes first, instead of technology first, allows us to truly focus on adding value through technology,” said Ron De Giusti, Partner at Purely CRM.  “Most technology companies focus on the technology more than the business process, but we strongly believe that technology solely exists to streamline your processes and not the other way around and this could not be more pertinent than with CRM.”

 

About Rimex

RIMEX is the leading custom manufacturer of all off road wheel and rim assemblies. RIMEX’s primary markets include mining, forestry, agriculture and industrial equipment, specializing in haul trucks and loaders. Established in 1976, RIMEX has 40 years experience custom manufacturing wheels and rims for some of the world’s largest and most demanding vehicles.

 

About Purely CRM

Purely CRM is a privately held company that is 100% focused on the Microsoft Dynamics CRM product with customers across North America. As a team, they have been involved with Microsoft Dynamics CRM since version 1.0. Purely CRM has made the strategic decision to solely focus on the Microsoft Dynamics CRM product and brings industry expertise in such areas as mining, manufacturing, banking, and many more.

A Quick Peek into Microsoft Inspire

A Quick Peek into Microsoft Inspire

Weren't able to attend Microsoft Inspire? Here's a short video as to what the exhibit floor is like at one of Microsoft's most notable Partner events.