Viewing entries tagged
microsoft 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

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.

 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