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.

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.

Interview with Adam from Rimex

Interview with Adam from Rimex

Thank you to Rimex for joining us in an interview on how our CRM integrations have helped their manufacturing processes. Watch the video below for our in-depth interview on what a difference CRM has made for them. 

Here are some extra photos from our visit at Rimex:

Mobile Launch Celebration

Purely CRM and our mobile team have been working hard on a project together in designing a mobile app. Last night, we were finally able to celebrate a successful mobile launch! 

Thank you Balsamiq!

Our friends at Balsamiq sent over this great T-shirt with a slogan that cannot be more true and they've nailed it with their software. 

Managing Your Project Reports

Managing Your Project Reports

Taking the proper steps to manage your project reporting

WHAT SHOULD BE MEASURED?

Measuring your project can mean more than simply measuring tasks against a timeline. You can also measure how well you are meeting project objectives, costs, scope changes, and risks.

Although each of the items mentioned are important in their own right, they may or may not make it in to your regular project reporting. Most companies will opt for a simple report showing budget, timeline, and risks.

SO, HOW BIG SHOULD THE REPORT BE?

For most projects, a one-page report is ideal. If someone wants further details, they can always drill further into other more detailed reports.

Toyota introduced their one-page project management report that everyone talks about. They called their report the A4 report. It was called the A4 report because it was produced on one piece of A4 paper. In North America, we would use a standard letter sized piece of paper (8.5” X 11”) in place of A4 paper.

HOW OFTEN SHOULD I PRODUCE PROJECT REPORTS?

Of course, the size of your project would dictate how often your reports should be produced. For most software projects, a weekly report is the recommended standard. This provides resources enough time to get their weekly time-sheets in and using a Project Manager once a week to do this ties to the standard 20% utilization rate that is expected of them.

WHAT IS YOUR MOST IMPORTANT NUMBER?

The “estimate to complete” (ETC) number is most likely your most important number. You will want to take your “actual time spent” number, add your “estimate to complete” number, and arrive at your “estimate at completion” (EAC) number to see if you are going to trend over or under against the original budget (i.e., estimate).

Here is an example of that calculation:

Happy Reporting!

Purely CRM

www.purelycrm.com

Key Takeaways from the Microsoft Partner Briefing 2017

Key Takeaways from the Microsoft Partner Briefing 2017

Many new features are coming, here are some of our highlights.

UNIFIED USER INTERFACE

For a simpler and more consistent user experience, all interfaces are now fully unified as of the Spring release, with the web browsers as an intermediate interface so far. The web browsers will move to a fully unified interface in the Fall 2017 release. Many common complaints and modernizations have been addressed, as well as tabs returning to the web interface instead of the dropdown menu. Multi-select option sets are coming too! There will be no more need to simulate a multi-select option set.

BUSINESS EDITION

The long-awaited Business edition plan is finally launching, suitable for SMB companies (<250 users). Simple to set-up and low cost, it is an easy starting point to purchase needed apps. As your organization grows, it will be easy to upgrade to the Enterprise plans. However, this update is delayed from June 1st to September 1st due to a big launch for the product that is scheduled at that time.

DYNAMICS MARKETING

A new and improved Marketing app is launching, with a much better module compared to the old module. There is a directional move towards the Adobe Marketing Cloud as a preferred solution, once Adobe has finished integrating with Cloud 365. This will be available for Business plan customers and Enterprise plans. 

 

See below for some of our photos from the briefing!

Lunch n' Learn!

Having a great Lunch n' Learn here at the office, great way to kick off the weekend!

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