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

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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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Bananas for Seattle!

Here's Ron and Marty outside of Amazon's new office in Seattle, enjoying their "Free Banana Stand" before heading off to a client meeting.

New Project in Ottawa

Purely CRM is excited to be starting a new project in Ottawa, more details to come!

Good luck Joseph!

Purely CRM wishes Joseph the best of luck at the Whistler Ironman this weekend!

A Quick Peek into Microsoft Inspire

A Quick Peek into Microsoft Inspire

Weren't able to attend Microsoft Inspire? Here's a short video as to what the exhibit floor is like at one of Microsoft's most notable Partner events. 

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 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

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.

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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.