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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!

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

Purely CRM Employee Christmas Lunch

Purely CRM Employee Christmas Lunch

A time for family

At Christmas time, we all tend to think of family.  Well, the Purely CRM team is no exception.  We brought our family together yesterday to have our annual employee Christmas lunch.

PurelyCRMChristmasLunch2017.jpg

Lunch was amazing

Lunch this year was at Nightingale in Vancouver.  If you are a foodie and looking for amazing food in this city, you can do no wrong by going to Nightingale.

 

The family continues to grow

Purely CRM continues to grow as a family and we continue to do more and more Microsoft Dynamics 365 CRM projects.  Our wishes, as always, are to deliver exceptional implementations of Microsoft Dynamics 365 CRM and to continue to grow a healthy and happy family.

Happy Holidays!
Purely CRM

The season of giving

The season of giving

It’s the season of giving and it’s important that we take every opportunity to appreciate how fortunate we are, and that we ensure that we give back to the community just as much as we receive. This year we will be donating to the Greater Vancouver Food Bank along with gifts to keep those in need warm through the winter. We wish everyone happy holidays and a happy new year.

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

Picture2.png
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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!

Rainy day Lunch n' Learn

Rainy day Lunch n' Learn

What better way to spend a rainy day inside with a team Lunch n' Learn about teamwork?

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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:

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 Makes a Project Successful?

What Makes a Project Successful?

The key elements to a successful project

Get to know your client

Completing a project does not only include meeting deadlines and completing tasks. Knowing your client and taking the time to fully understand their wants and needs can allow you to incorporate more elements that make that product specific to the company. In taking the time to understand them, it strengthens the connection between you and your client, creating a more well-rounded product. 

All hands on deck

Essential for an efficient project, the team must work like a well-oiled machine. In working together to achieve the project’s goals, it ensures that all ideas and opinions are heard, optimizing your team’s productivity and problem-solving abilities. With deadlines fast approaching, it will be guaranteed that your team will always be on time. 

Know your product

As the creator, you have to know all the ins and outs of your product. Without thorough knowledge, your product will not meet your client’s expectations, much less your own. To maximize efficiency, that knowledge is key. Along the way, your client may have different requests and expectations, or problems may arise. Knowing your product will let you give better or alternate solutions to what your customer is asking for, allowing you to give the best product that you can within the scope of your client.

purelycrm.com

 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 <--