Microsoft Dynamics 365 & Power Platform
At Purely CRM, we are dedicated to driving innovation and improving community welfare through our advanced technological solutions. Our Housing Development Accelerator framework and apps are based on Microsoft Dynamics 365 and Power Platform. The goal of implementing a custom portal and set of business applications is to support your teams ability and capacity to expedite your Housing Program's self-serve applicant submission process, intake and document review process, citizen/applicant case management, and the eventual project close-out processes within your government or non-government organization.
The centralized “Purely CRM Industry Accelerators” are built on Microsoft Dynamics 365 and the Microsoft Power Platform. They serve to automate key processes, replace manual emails and spreadsheets and provide for an efficient application, approval and management of funding-based programs and related reporting needs that are essential to accelerating housing development and growth in your area.
Wireframe Accelerator: Mobile Self-Service Portal
Our Purely CRM Housing Development Accelerator for Dynamics 365 includes: Application Process through a Self-Service Portal
Harnessing the power of Microsoft Dynamics 365 and the Power Platform, our development team has created a comprehensive framework and reusable design to build a public-facing self-service portal in support of your Housing Development program. This portal (Mobile and Desktop) enables citizens to submit applications apply for funding, loan or grant incentives. Automated processes and AI help to validate documents to allow your team to scale effortlessly in support of these new planning and development initiatives, action plans, and allocation programs.
See a sample wireframe used within our Accelerator. (left/above)
Wireframe Accelerator: Service Agent WorkFlow
Our Purely CRM Housing Development Accelerator for Dynamics 365 includes: Intake Service Agent Workflow Accelerator
Powered by Dynamics 365 and the Microsoft Power Platform, our advanced workflow and AI accelerates the evaluation and approval of housing development projects by automating the intake process, and populating relevant fields reducing manual inputs. Internal Service Agents are notified of each new application, and are guided through steps to assess the submitted documents, increasing the accuracy and compliance of your applicant evaluation process.
See a sample wireframe used within our Accelerator. (left/above)
Wireframe Accelerator: Client Contact Card
Our Purely CRM Housing Development Accelerator for Dynamics 365 includes: Client Management
The Client Contact Card serves as a one-stop shop for each Case/Applicant, providing assigned Service Agents with a complete overview of relevant information and pending next steps. Applicants once approved, become active cases through the end-to-end lifecycle management of your Housing Development Program.
See a sample wireframe used within our Accelerator. (left/above)
Wireframe Accelerator: Close Out / Review
Purely CRM Housing Development Accelerator by Endeavour Solutions (c) 2024
Our Purely CRM Housing Development Accelerator for Dynamics 365 includes: Project Close Out
Our framework and accelerator apps include comprehensive project closeout capabilities, ensuring that every aspect of the project was properly documented and finalized.
See a sample wireframe used within our Accelerator (left/above)
Following the development and Go-Live of your Housing Development portal, our Purely CRM Hyper Care services refer to a period of intensive support provided after a new system or software has been implemented, also known as the "go-live" phase. The purpose of our Hyper Care services is to ensure a smooth transition and address any issues that may arise during the initial phase of implementation.
Contact our coast-to-coast CRM support desk at 1 (888) 257-3577 x 340
support@endeavoursolutions.ca
Top Business Impacts for our Government and Non-Profit Housing Development clients.
1) Stronger reporting and compliance
2) Better online experience across multiple channels
3) Increased capacity to extend services to a larger audience based on improved back-office automation.
Key stakeholders include:
1) Executive team
2) Employees and administrative staff
3) Service Agents/advisors
4) Funding providers
5) The citizens benefiting from your organization's services
Our Purely CRM team of Microsoft consultants focus on mid-size and large Microsoft CRM design and development projects using Microsoft Dynamics 365 and the Power Platform. We also extend our reach by providing CRM staff augmentation resources to our clients and large global partners.
Contact: Steve and our team to talk about your Business Needs.
Steve Ewing Vice President, CRM, ERP, & Cloud
1 (888) 257-3577 x 213
(604) 282-1996 x 213
sewing@purelycrm.com
