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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.

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!

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. 

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

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!

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

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. 

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.

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.

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