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Vancouver

Breathing New Air Into Dynamics CRM

Breathing New Air Into Dynamics CRM

I could not agree more with Juuka Niiranen’s latest blog post regarding Power Apps breathing new life into Dynamics CRM.

Lately I’ve been having this feeling of premonition combined with dejavu. Like being special agent Dale Cooper, investigating the events that are taking place in a strange town in Pacific Northwest, far away from your normal surroundings, encountering The Giant in a dream sequence and being told that “it is happening again”. Only this time the Giant is Power Platform and the place isn’t Twin Peaks but rather Redmond.
— https://survivingcrm.com/2019/06/why-you-should-become-a-poweraddict/

Create An App Instead Of Using Business Unit Security

Create An App Instead Of Using Business Unit Security

I heard great commentary on a podcast suggesting the use of an App instead of implementing business unit security. I can definitely see this as an option in some cases. The App could limit the views that someone has and in essence the records they have access to via those views. Sure is simpler than adding the overhead of business units if it is not truly required.

Was thinking about this after listening to The CRM MVP Podcast, episode 53: Top 10 FUNCTIONAL TRICKS in Dynamics 365.

Ron De Giusti
Purely CRM Consulting Inc.

Purely CRM Christmas Lunch

Purely CRM Christmas Lunch

As our team grows bigger every year, we're excited to see what the new year brings us. 2018 has been a great year of growth, and it’s important that we take the team to appreciate our team. Here's a few photos of Purely's team at our Christmas lunch, celebrating the holidays.

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.

colab.jpeg

Purely CRM's New Fabulous Office In Yaletown

Purely CRM's New Fabulous Office In Yaletown

We've moved

With an open floor plan concept and multiple breakout spaces, Purely CRM's new office is a fabulous place to work.  In addition to the functional aspects of the work space, the aesthetics of the exposed brick, the old growth lumber, and the spiral staircase in the entrance way add a level of interest to the space.

Twelve specialized CRM experts.  One office.

The Vancouver office is home to twelve specialized Dynamics CRM consultants.  These consultants are currently working on various Dynamics CRM projects in BC, Alberta, and North Carolina.  Each one focused specifically on customer relationship management projects with a focus on Microsoft Dynamics CRM.

Address has changed, but phone number is the same

+1 (778) 668-3969
Suite 200 - 1290 Homer Street
Vancouver, BC  V6B 2Y5
CANADA

Come by and visit.

 4 Things Satya Nadella Plans for the Future of Microsoft

4 Things Satya Nadella Plans for the Future of Microsoft

Daniel B. Kline recently wrote an article for The Motley Fool where he quotes Satya Nadella in a letter he wrote to Microsoft employees ...

First, we will reinvent productivity services for digital work that span all devices. We will also extend our experience footprint by building more business process experiences, integrated into content authoring and consumption, communication and collaboration tools.
— http://www.fool.com/investing/general/2015/06/30/4-things-satya-nadella-plans-for-the-future-of-mic.aspx

And ...

All these experiences will be powered by our cloud platform — a cloud that provides our customers faster time to value, improved agility and cost reduction, and solutions that differentiate their business.
— http://www.fool.com/investing/general/2015/06/30/4-things-satya-nadella-plans-for-the-future-of-mic.aspx

This puts Microsoft Dynamics CRM clearly in the role of playing a platform.  This is good news.  We are finally seeing a direction provided by Microsoft leadership and it is generally in line with the direction that the tech community would like it to go on.

To read the full article, go to the following:  --> LINK <--

What does the future hold for Microsoft Dynamics?

What does the future hold for Microsoft Dynamics?

Mary Branscombe recently wrote ...

In many ways, Cloud & Enterprise is actually a more natural home for Dynamics, because the value of what Microsoft wants to deliver is less a commodity IT system like email or document storage, and more a strategic tool for managing the way your business works. Microsoft CEO Satya Nadella referred to these as “systems of intelligence” at Microsoft’s Convergence 2015 conference earlier this year, talking about “the reinvention of productivity and business process” together, because improving productivity is so deeply linked to improving both business applications and business processes. That’s much more than simply moving to the cloud for agility or cost savings.
— http://www.cio.com/article/2938931/customer-relationship-management/what-does-the-future-hold-for-microsoft-dynamics.html

And ...

Launched in April this year, App Services brings together a wide range of Microsoft services in an easy to use interface for building mobile and Web apps, as well as “logic apps” that make it easy to combine APIs and services into business processes and workflows. You can connect that to your own systems like SQL Server using Azure BizTalk Services. What used to be an EDI and application integration tool that connected your different servers and systems has become a hybrid integration service, giving you a simple way to build business-grade workflow into apps, combining cloud services and APIs with information that lives inside your firewall.
— http://www.cio.com/article/2938931/customer-relationship-management/what-does-the-future-hold-for-microsoft-dynamics.html

Read more from this article here:  --> LINK <--

Why moving Microsoft Dynamics into the Cloud+Enterprise division makes perfect sense

Why moving Microsoft Dynamics into the Cloud+Enterprise division makes perfect sense

James Staten on Microsoft moving Dynamics under Cloud+Enterprise:

Last week our CEO Satya Nadella announced a reorganization of our engineering groups that combined our client hardware and Windows teams, and moved Dynamics, our business process application group, into the cloud and enterprise division (C&E). The hardware and software move made clear sense in light of similar structures at Apple and Google. The Dynamics move to C&E may not be as clear and in fact I’ve received several questions from you, our clients about this. Moving Dynamics into Cloud + Enterprise not only represents Dynamics coming of age with solid growth and strong wave of innovate solutions, but there is also a clear logic here that aligns well with the strategies of each division as well as broader trends in enterprise applications.
— http://blogs.technet.com/b/server-cloud/archive/2015/06/25/why-moving-microsoft-dynamics-into-the-cloud-enterprise-division-makes-perfect-sense.aspx?linkId=15298695

Purely CRM Helps MetroQuest Increase Back Office Efficiencies with CRM

Purely CRM Helps MetroQuest Increase Back Office Efficiencies with CRM

May 26, 2015 - VANCOUVER, British Columbia -- MetroQuest has been utilizing the services of Purely CRM to enable their Microsoft Dynamics CRM implementation achieve new levels of operational efficiencies.  The CRM configuration modifications facilitated by Purely CRM have allowed MetroQuest to overcome the operational hurdles associated with their previous CRM configuration.  Purely CRM also coached MetroQuest on how they can make additional adjustments to their CRM such that they can now make many remaining configuration modifications themselves.

Purely CRM used its' senior resources with deep Microsoft Dynamics CRM knowledge to enhance the opportunity management, sales process, project management, and the billing process.  Specifically with the billing process, the CRM configuration enhancements delivered by Purely CRM have enabled MetroQuest to better automate what were previously manual processes, and thereby reducing time, cost, and errors associated with invoicing their clients.

MetroQuest chose Purely CRM because of their experienced CRM resources.  Purely CRM worked closely with MetroQuest staff to ensure that complex configurations were implemented in CRM in a smooth fashion without interruption to MetroQuest's business processes.  MetroQuest now has better control and greater efficiency of some important back-office processes.

"We thought we were the technology experts with enough CRM skill to accomplish our objectives, but Purely CRM's expertise helped us to become much more effective," said Mike Walsh, President, MetroQuest.  "With the help of Purely CRM, MetroQuest is now able to continue with our own CRM configuration adjustments with the skill and speed that we could not have achieved without expert CRM knowledge and help."

"Most companies will offer you consultants who have generic consulting skills or simply one or two CRM projects worth of experience," said Marty Hall, Managing Director at Purely CRM.  "At Purely CRM, our consultants have been practicing CRM for more than ten years each and really understand the Microsoft Dynamics CRM product and customer relationship management system capabilities and limitations."

About MetroQuest
MetroQuest has been providing public involvement software and related services to the leading planning, engineering, architecture, and public involvement firms and agencies for over 18 years.  First developed through a major university research project, MetroQuest has gone on to be used in hundreds of high-profile and award-winning projects on five continents.  MetroQuest's growing team of professionals have decades of experience in both public engagement and software development, and their software has topped best practice lists for public involvement year after year.  For more information, visit their website at www.MetroQuest.com.

About Purely CRM
Purely CRM is a privately held company that is 100% focused on Microsoft Dynamics CRM with customers across North America.  As a team, they have been involved with Microsoft Dynamics CRM since version 1.0, which dates back to the early 2000's, and bring a combined 50+ years of experience.  Purely CRM has made the strategic decision to solely focus on Microsoft Dynamics CRM and brings industry expertise in such areas as mining, banking, membership management, manufacturing, and many, many more.  For more information, visit their website at www.purelycrm.com.