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crm microsoft

Purely CRM's trip to Microsoft Inspire

Purely CRM's trip to Microsoft Inspire

This week Purely CRM had the privilege of joining our fellow Microsoft Partners at the Inspire event in Las Vegas. With over 50,000 people in attendance, we got to see some old faces and many new ones. We are truly honoured to be apart of such a diverse and inclusive group.

Looking forward to continuing our new relationships!

Next stop: Microsoft Ignite.

See you soon!

Purely CRM

Huge Announcement Before Microsoft Inspire!

Huge Announcement Before Microsoft Inspire!

More than 13 million people are using Microsoft Teams daily, along with more than 19 million weekly active users. This figure is above the more than 10 million people who use Slack daily.
— https://www.theverge.com/2019/7/11/20689143/microsoft-teams-active-daily-users-stats-slack-competition

Microsoft drops big news against one of their biggest competitors just days before Inspire! We cannot wait to see the Microsoft Teams booth and more special announcements from Microsoft at Inspire next week!

If you are in Las Vegas, we would love to meet up with you and chat about Inspire!

Hopefully we will see you there,

Marty Hall

Purely CRM

Dynamics 365 Teams Linked to Azure AD

Dynamics 365 Teams Linked to Azure AD

Teams CAN BE added to Azure AD?

Recently one of our clients had an interesting question that regarded the use of their Active Directory. Our client hoped to have their Active Directory manage security within Dynamics 365 via Teams.

From the collection of research that we conducted, it seemed obvious to look at any recent functionality that may have been available. This sent out research towards Teams in Dynamics 365 online. Fortunately I was able to find Debajit’s blog who’s information on this subject was excellent .

Let’s start with a revelation – Now Azure AD groups can own records in Dynamics 365. All this time there used to be owner teams. Now both Azure AD office and security group can own your business records.
— Debajit Dutta
Through our research, we are able to say that the Teams entity in Dynamics 365 online, there is indeed a new Teams functionality!

Through our research, we are able to say that the Teams entity in Dynamics 365 online, there is indeed a new Teams functionality!

The Azure AD Object Id for a Group field on the team record sounded exactly what we were looking for but then how does this work?

It seems that you can now link Teams in Dynamics 365 to Azure Active Directory Groups.

This is a really exciting development for Dynamics 365 and this means of course that if you add security roles to the linked AD Team that you create then you could have a security setup managed by Office 365 Exchange.

Azure Setup

After coming across Debajit’s Dynamics 365 Blog, he explained the setup process in a seamless fashion that is very easy to follow. With his step-by-step guidance, and further research our client was able to enjoy their new solution. Take a look of our screenshots alongside with Debajit’s blog to further assist you in creating this solution.

Essentially the setup for this could not be simpler and it seems to work very well. Note the original blog article for the curve ball though. Your members (of the Team) seem not to show up in Dynamics until they login, which is fine as everything still works just fine.

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Have a great day,

Alan Ashton

Purely CRM

Our Annual Trip to Whistler BC!

Our Annual Trip to Whistler BC!

Our Trip

This past Thursday I had the chance to travel to Whistler with the entire Purely CRM team. Although the weather forecast was not on our side, fortunately it was a very sunny day in the village. Our trip to the mountainside was supposed to include a short trail walk, however, the mountain had other plans! Hail had started en route to the peak, but once we were at the peak flurries were flying in!

As we were doing our Peak 2 Peak to the drier side, we were fortunate enough to see a couple of bears and the beautiful scenic views of our beautiful province.

The entire trip was very fun, and on a personal note, I had the privilege to meet the entire team, and create new relationships. With our dynamic and broad team coming together from all distances, it helped us reflect on our accomplishments, and future goals.

Have a great rest of your day,

Gurkirat

White & Black Modern Coffee Quote Photo Collage.png

You will need to be a licensing genius ...

You will need to be a licensing genius ...

Jukka Niiranen, in his blog post title, “PowerApps ‘Starter’ Plans Capabilities Demystified” writes:

One of the major handicaps introduced in the new licensing terms for Team Members last Fall was the removal of rights to create, edit and delete account records. Now, while the $8 Team Member license doesn’t allow you to perform these actions, the $7 PowerApps P1 license actually does!

Oh Microsoft, why do you keep making this so hard for us?!?!?!

He did post a nice graphic in his blog-post that does help a bit though …

I am so thankful we do not sell licenses, but just the services to configure those licenses purchased. I will continue to rely on Microsoft large account resellers (LAR’s) for answers to clients’ licensing questions.

Ron De Giusti
Purely CRM Consulting Inc.

Microsoft Dynamics Common Data Model Versus CRM/CE Entities

Microsoft Dynamics Common Data Model Versus CRM/CE Entities

Is the entity in the common data model or is it CRM specific?

One of the big issues that will arise with the new Microsoft common data model is wondering whether the entity you would like to use is part of the common data model or is it in a CRM/CE specific entity set (e.g., sales, service, and marketing).

My crack at breaking it down

Microsoft has provided an online tool via GitHub that will show you where the entities live in terms of groupings. Here is a link to that tool: CDM Entity Navigator.

I went thru the CDM Entity Navigator and tried to break it down for myself a little further. I did so in an MS-Excel spreadsheet and attached it here for you to look through.

Here is the link to the spreadsheet: CDM Entity Navigator As A Spreadsheet.

Enjoy!

Ron de Giusti
Purely CRM Consulting Inc.

No License Cost On Instances - Now Based On Database Capacity

No License Cost On Instances - Now Based On Database Capacity

Microsoft released new licensing guides in April 2019 for Dynamics 365 CE and also for PowerApps and Flow. Although the Team Members license can appear confusing, Jukka Niiranen has done a great job with this graphic he placed in a January blog post he ran:

Another significant item to note is how instances work with licensing:

One significant and very welcome change that is introduced as a part of this new model is that there will no longer be any license cost tied to the number of instances you have in the cloud. Previously you had to buy add-on licenses for acquiring production and non-production (sandbox) instances for developing, testing, training and in general managing your complex Dynamics 365 online environment. Once the new subscription terms kick in, you’ll have the ability to create as many instances as you like, provided that you have sufficient database capacity available. A major driver behind this change is surely the PowerApps side, in which the licensing terms already granted any user with PowerApps P2 license to create 2 CDS environments for their applications.
— https://survivingcrm.com/2019/04/the-real-common-data-service-emerges/

That sounds like fantastic news to me.

Ron De Giusti
Purely CRM Consulting Inc.

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.

purelycrm.com

What A Party!

What A Party!

Great Turnout

It was amazing to see so many of our customers come out to the Purely CRM 2015 Holiday party this year.  We were honoured with the opportunity to see so many of our clients in a casual setting like we had.  We would like to thank each and every one of you who had the opportunity to come out and mingle with us.  Next year we will have to pick an even larger venue!

A Fabulous Year

We can not believe that another year has already past!  The time just flies when you spend the time doing what you love and have great, great customers.  We have been growing so fast that we have actually had to move offices twice this year because we have simply outgrown our old spaces.  Not only has our customer base grown, but our staff have grown enormously as well.  We all look forward to finishing up the year with a full head of steam and continuing to service our customers with what we love to do most: consult on customer relationship management software.

We Wish You All Happy Holidays!

The Purely CRM Team

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 <--

Consulting firm goes mobile and amplifies Sales Productivity with Microsoft Dynamics CRM Online

Consulting firm goes mobile and amplifies Sales Productivity with Microsoft Dynamics CRM Online

From Microsoft's customer stories page:

Adaptive Solutions is a consulting firm that provides business intelligence and advance analytics services. To better serve their growing base of pharmaceutical, retail, education, and public sector clients, Adaptive needed to share information and ideas among all of their consultants regardless of where they are working. Tablets and mobile devices sync with Microsoft Dynamics CRM Online and Office 365 to generate benefits in cost savings, collaboration, ease-of-use, and scalability.
— https://customers.microsoft.com/Pages/CustomerStory.aspx?recid=20299&linkId=15371500

Here's a link to the web page with a video of their story:

--> 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