Viewing entries tagged
microsoft crm

What Has Microsoft Unveiled Now?!

What Has Microsoft Unveiled Now?!

What is it this time?

Well, I am glad you asked! Microsoft has just unveiled a new AI-Driven Application for Dynamics 365. It will be powered by Azure AI, and these integrated AI capabilities will allow every employee in their respective company’s to execute AI real for their business.

What are the benefits?

To start here is a small list that features some of the new benefits:

  • Advance machine learning models that can help with situations such as demand forecasting, fraud detection, or recommendations, by utilizing Azure Machine Learning.

  • With Azure Cognitive Services and Azure Bot Service organizations can combine vision, language and speech understanding abilities into AI applications and bots.

  • Build knowledge-mining solutions to make good use of untapped information in their content and documents by utilizing Azure Search

Where can you find more information about the benefits you can have?

Click this link to learn more!

Happy Tuesday!

Gurkirat Athwal

Purely CRM

How Can You Save 92% on a Dynamics 365 License?!

How Can You Save 92% on a Dynamics 365 License?!

No way… 92%?!

You’re not dreaming, as this is actually true! Steve Mordue recently wrote a blog about how he discovered a way tor reduce your costs potentially by 92%.

If you have ever used TextEdit instead of Word because you don’t need the extra options, then this may be an option for you. Mordue explains clearly that you must meet some requirements in order to fully capitalize on 92% savings.

Restrictions..?

Here are the restrictions Mordue listed in blog:

IF, you are paying $115/user/month for the Dynamics 365 Customer Engagement Plan Licenses.

  • IF, you are only using the basic out-of-the-box features.

  • IF, the advanced capabilities you are using were all custom built.

  • IF, any third-party solutions are compatible, or you can do without them.

  • IF, your users primarily work in a single application, ie. “Sales” or “Service” but not both.

  • IF, you are not using things like “Relationship Insights,” or any of the A.I., or other advanced features.

    (Mordue, 2019)

Depending on your answers to the above “Ifs”, you may well be able to move to the upcoming PowerApps Per App Plan model for $10/user/month. My math says that from $115, down to $10, is a 92% savings.
— Steve Mordue

Where can I find more information?

https://stevemordue.com/reduce-your-dynamics-365-license-costs-by-92-percent/

Happy Tuesday!

Gurkirat Athwal

Purely CRM

What Will Replace Voice of the Customer?!

What Will Replace Voice of the Customer?!

Hmmm.. What will Microsoft do now that voice of the customer has been deprecated?!

Have no fear because Forms Pro is here! Forms Pro is now available to capture your customer feedback by using surveys. If you are worried about if you can still use the old voice of the customer, you have till July 1, 2020 to create and distribute new surveys and collect responses from live surveys.

As expected, with the release of Forms Pro that Microsoft have announced that Voice of the Customer is being deprecated.
— Microsoft Dynamics Community

Here is a link showing you the ins and outs of Forms Pro: https://formspro.microsoft.com/en-ca/

Happy Tuesday

Ron DeGiusti

Purely CRM

What's Microsoft Doing With Voice of the Customer?

What's Microsoft Doing With Voice of the Customer?

Did you know…

As of July 1, 2019, the Voice of the Customer solution was deprecated. Users can create and distribute new surveys and collect responses from live surveys till July 1, 2020.

What is the Voice of the Customer?

Originally the Voice of the Customer solution was primarily used to create and send surveys for collecting feedback.

Here is a link to an article telling you more: https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming#voice-of-the-customer-is-deprecated

Happy Tuesday!

Ron DeGiusti

Purely CRM

What's Happening on September 28?!

What's Happening on September 28?!

Make Sure You Attend…

On September 28, 2019 there will be a 365 Saturday in Victoria, BC. Microsoft MVPs and Senior Managers will be in attendance, and providing Business Applications training. Be sure to attend to learn new information about PowerApps and Dynamics 365. Plus it’s free!

To further assist you with planning out your day on the beautiful Vancouver Island, here are the schedules for the Dynamics 365 and Power Platform sessions:

Screen Shot 2019-08-28 at 9.54.44 AM.png

Dynamics 365 Training

PowerPlatform Training

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

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'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!

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!

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.