Our Services

CRM Design

Microsoft Dynamics 365 CRM Design and Development

Whether you are new to Microsoft Dynamics 365 or are an existing user, our Purely CRM team is here to help you unlock the full potential of your Microsoft Dynamics 365 and Power Platform applications through our innovative design and development skills.

Our Purely CRM advisory, design, development and implementation services bring years of real-world experience in configuring systems to support specific business processes.

Diverse Business Team Meeting At Table

Our CRM Implementation Methodology

Our Purely CRM team uses a finely tuned Agile delivery methodology that combines some elements of the more traditional Waterfall methodology. This Microsoft-optimized Purely CRM methodology is purpose-built for Dynamics 365/CRM deployments and focuses on deploying required functionality in a timely and iterative manner. Using Microsoft DevOps to manage multiple Sprints and Scrums provides a balance between creative design and project execution, ensuring that all of your Purely CRM projects are delivered on time and within budget.
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01.

Getting Started

A successful go-live starts with a release to production and a specified period of “hypercare” where users get elevated support to ensure their adoption and to deal with any unforeseen technical issues.

02.

Ready, Set, Sprint

We use sprints, usually 2-3 weeks, to add user stories and assign development tasks to the team. Daily stand-up meetings (scrums) are held to discuss progress and any blockers. Tasks are tested by Business Analysts upon completion. At the end of each spring, a demo is given to the client stakeholders to show progress, gather feedback, and manage and user adoption. Release to production only happens are system and user acceptance testing and training.

CRM Training and Support
Happy creative marketing team working on new business project in the office.

03.

Go-Live and Beyond

A successful go-live starts with a release to production and a specified period of "hypercare" where users get elevated support to ensure their adoption and to deal with any unforeseen technical issues. While the solution transitions from hypercare to on-going support, the project team will then look at the backlog of desired features for the next release and the process is repeated until all the system requirements have been met.

Need a New Microsoft CRM Partner?

With change in mind, we suggest you consider hitting the proverbial “RESET BUTTON” and re-evaluate ‘where you are now’; and ‘where you want to be‘.

Steve Ewing, Vice President

Phone: +1-888-257-3577 x 213