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dynamics crm

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.

This year's festive season donations

This year's festive season donations

It’s that time of year when we look back and reflect and realize how fortunate we are to have what we have; warm homes, plenty of food, our health and good friends, to mention just a few of the positive aspects of our lives. Sadly not everyone is as fortunate as we are. It is important that we take the time to appreciate what we have, and to give back when we can.

This year, on behalf of all of us, Purely CRM will be making a $700 donation to the following charities: 

Ronald McDonald House Vancouver https://rmhbc.ca/

Covenant House Vancouver https://www.covenanthousebc.org/

Autism Community Training https://www.actcommunity.ca/

We wish everyone happy holidays and the best to everyone in the new year.

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

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. 

Lunch n' Learn!

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

Check out our Twitter and Facebook for more Purely CRM updates. 

How to Hide/Display a Delete Button on the Command Bar Based on a Field Value on a Related Entity

How to Hide/Display a Delete Button on the Command Bar Based on a Field Value on a Related Entity

I want to show you how to hide/display a button on the command bar based on a field value on a related entity.

Here's how you do it!

As an example we have a custom entity called “Contact Role” and we want to hide the delete button on the command bar based on a field value on another entity called “Role”. Contact Role has a 1-to-many relationship with “Role”. On “Role” entity, there is a field called “Professional Only”. If this field’s value is equal to Yes, then we want to hide the delete button on Contact Role record, otherwise we display it:

1) First we need to use the REST service to get the value of the "Professional Only" field:

2) The next step is to use Ribbon Workbench. On Ribbon Workbench we need to add a display rule that can detect the current user’s permissions for a specific entity. Choose Contact Role entity on the Entities Navigation panel. Right click on Display Rules and add a “EntityPrivilegeRule” with “AppliesTo” set to PrimaryEntity, “PrivilegeDepth” set to Basic and “PrivilegeType” set to Delete

3) We also need to add several 'Enable Rules':

a) First we need to attach the REST service to an Enable Rule. Right click on Enable Rules and Add New rule. Right click on the act.act_contactrole.DeleteButton.EnableRule and Add Rule. Select Custom Javascript Rule.

Image6.png

On the right pane set “Default” to False, “FunctionName” to your Javascript function, “InvertResult” to False, and Library to your Javascript library.

b) Add another Enable Rule and call it Mscrm.CanDeletePrimary. Right click on this rule and add the rule with the type “RecordPrivilegeRule”.  On the right pane, set the “AppliesTo” to PrimaryEntity and “PrivilegeType” to Delete

c) Add the last Enable Rule and call it Mscrm.FormStateRule. Right click on this rule and add the type “FormStateRule”. On the right pane, set “InvertResult” to True and “State” to Create as we want to hide the delete button before we’re saving a record.

Now when you go back to the contact role entity if the "Professional Only" field is equal to Yes the delete button is hidden.

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

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.

The Risk Of Hiring Consultants Who Are Not Passionate And Focused

The Risk Of Hiring Consultants Who Are Not Passionate And Focused

The power of passion

When Does Your Job Become Your Career?

I can't remember where or when I originally heard someone speaking about this, but I remember someone talking about when a job becomes your career.  Essentially, it boiled down to two parts.  The first part was being involved in some type of work where you realized that you could continue this work for the rest of your life and continue to make money.  The second part was realizing part one, not getting bored with it, and thinking you would stick this out till the end of your working life.

You Better Be Passionate About It

OK, so let's say you have realized you are going to stick with your money-making gig till the end of your career, how will you know when you are successful and happy with your choice?  I have heard success as being defined as getting what you want.  I have also heard happiness being described as wanting what you get.  The one thing I am sure of is that I am definitely happy with how my own career is turning out.  Starting with happiness is probably more important than focusing on success.  I believe you will naturally get success if you focus on the happiness side of the equation first.

CRM and the IT Industry Are My Passion

Since I got my first 300 baud modem and hooked it up to my Atari 800XL, I knew I was in love with computers.  I remember writing the program listings that you used to be able to find at the back of Byte magazine.  I would save them to the tape drive I had saved up for on my old Atari computer.  From that computer I moved on to a PC.  I remember installing Windows 1.0 and still have those disks somewhere at my parents' house.  Now I toil away on a Mac Air and deliver most of my jobs thru machines that are in the cloud or in some server room that I tunnel in to.  CRM is the software platform I have chosen for my profession and I love adding value to companies' business processes thru tweaking and configuring this platform.  I love my career.  I could not even imagine doing anything else at this point.

I could not even imagine the results that a company would get if they hired a consultant who was not passionate with her/his trade.  The results would most likely be, "meh?"  They might be OK, or not OK, but I highly doubt that would be taken to the level of consultant who was obsessed and passionate about their career.

Are you truly passionate about your job?  Is it your career?

purelycrm.com

The CIO's Must Have CRM Dashboard

The CIO's Must Have CRM Dashboard

Don't Miss Critical IT Operations Info

Purpose Of A Dashboard

The purpose of a dashboard in IT is to typically provide a one-pager on the state of things, similar to your dashboard on your car.  On your car you can quickly see the gas, the temperature, and the speed.  Does it show everything about your car, like tire pressure and brake fluid levels?  Most likely not, but it may show them if they become necessary to know.  The dashboard is kept to a clean and simple "must-know" information, unless some other flag should pop up as critical.

Quick Must-Know Facts

So, if you are the CIO of a company what would the "must-know" quick facts that you would require on your dashboard?  Of course, the answer here will vary from CIO to CIO; but, there should be some general consensus on what the key items are.  If I were to throw out some quick key items that I would want on my dashboard if I was a CIO there would be four items.

The first item would knowledge of the network and WIFI status.  Is the network up and the WIFI up across my office(s)?  Are the speeds OK on those networks.  The second item I would want to know are how many critical help desk tickets do we have in the system and what the top three critical items are.  The third item would be what staff do I have on-hand today, who is off, and any sub-contractors that have contracts coming up for renewal.  The fourth, and final item, that I would want to know is if I have any software licenses coming up for renewal.

Future Direction

CRM has the ability to provide a dashboard that would meet all the items listed in the previous section of this blog article with some configuration, but what is the future direction of dashboards?  The first thing I would like to see in CRM dashboards is better use of graphics.  Not simply graphs, but graphics similar to what you would find in a car dashboard like an oil can picture or a gas tank image.  The other direction that dashboards should offer is a quick method to flip between various dashboards.  Dashboard generally exist for each role or grouping of job functions within an organization.  The drop-down list view of various dashboards is not intuitive enough or a quick enough method to flip between dashboards.  The final thought is that I would like dashboards that can hide and show dashboard elements based on some sort of criteria.  For example, the oil can only shows on your car dash if their is low oil in your vehicle.  An example of that in CRM might be only showing upcoming software licenses if they are coming up for renewal, otherwise it should completely hide any mention of software licenses on the dashboard.

Is your dashboard letting you manage effectively?

purelycrm.com

Will CRM Go Away?

Will CRM Go Away?

Making Technology Fade Into The Background

My iPad Love Affair

I knew I was in love with my iPad when it won me away from my TV set as a form of decompressing in the evenings.  I was able to sit on the sofa and just flip thru news on the iPad as effortlessly as looking at a magazine.  I didn't have to hold a laptop on my lap or look at a screen that was not the idealized size for me.  I could get the latest news in both text and video format.  And, the whole iPad seemed to fade away and I could relax and be casually entertained.

The Objectives Of Technology

When I realized that my iPad had somehow made technology fade into the background, I came to a realization on where I felt technology should go; and, my thoughts on where technology should go were not only about the living room but also about the office.  What I wanted to see achieved was making technology in the business place also fade into the background.  Technology in the business place, for me, is all about increasing the efficiencies which result in a particular business need or objective being met.  The point of using technology to achieve the result is not about the technology, but about the end objective.  Too, too often I see companies sucked into technology for technology's sake as opposed to focusing on achieving streamlined business processes.

Fading Technology, and your CRM, Into The Background

Before you can make your technology fade into the background in your office, just like the iPad fades into the background in your living room, you need to look at getting your business processes down pact.  And when I mean getting your business processes down pact, I also mean understanding why you perform certain business processes in the first place.  I often see companies make business processes more efficient where the business processes itself is not necessary if you look at the underlying reason the process is being performed.  Step one is always to look at why the business process is being conducted.  The second step is to flow out the optimal business process to achieve that objective.  And the third step is to document the current business processes and determine the gap between them and the newly defined process.  The point at which CRM comes into the mix is always around structured data that needs to be captured that does not naturally fall into any other systems that may be in place (e.g., the accounting system).  If this can be achieved, you will slowly see the CRM system fade into the background as the workers focus on doing what they were hired to achieve in the first place: doing their job!

Are you focusing on making your CRM fade into the background?

purelycrm.com