Microsoft Dataverse & Dynamics 365
Our large team of Microsoft consultants and developers at Purely CRM brings a deep understanding of both organizational processes and distinct “Industry Accelerator” applications to assist in Canadian non-profit organization’s mandate of helping newcomers immigrate, acclimatize, and settle in Canada. By eliminating silo data, enhancing reports, and robust security, our Immigration management application can replace many legacy OCMS and CORI-HOMES systems, expanding the quality and reach of your organizational services.
Microsoft Dynamics 365 and the Power Platform is the CRM platform of choice for a custom-tailored portals and set of business applications designed to meet your needs. With Microsoft and our Purely CRM team's "Industry Accelerators" you’ll be able to leverage:
Self-Service Portal Client Profile
Our Purely CRM Immigration Management Accelerator for Dynamics 365 includes: Community Service and Program enrollment through a Self-Service Portal
Our development team has created a comprehensive framework and reusable design to build a public-facing self-service portal in support of your resettlement program. This portal (Mobile and Desktop) enables newcomers self-service access to community and organizational services, scaling the volume of clients and allowing your service agents to focus on the more complex issues.
See a sample wireframe used within our Accelerator. (left/above)
Self-Service Mobile Portal
Our Purely CRM Immigration Management Accelerator for Dynamics 365 includes: Mobile Events and Service tracking
See a sample wireframe used within our Accelerator. (left/above)
Employment Counselling (BETS)
Educational Services (EDU)
Our Purely CRM "Industry Accelerator" for Immigration and Intake Management includes Microsoft Dynamics 365 and the Power Platform modules, fields, and workflow to allow your organization to track the progress of each individual and family, as they flow through your various programs. The Industry Accelerator also provides a means to capture and report on key metrics important for funding and board reporting.
Intake Client Card
Purely CRM Housing Development Accelerator by Endeavour Solutions (c) 2024
Our Purely CRM Immigration Management Accelerator for Dynamics 365 includes: Intake Caseworker Workflow Accelerator
Port of Entry
Resettlement Services (RIS)
Cultural Brokers (CCBP)
Get precise insights into case workload and client engagement center performance to track KPIs and find opportunities to enhance service delivery
Detect emerging trends and identify opportunities for improvement across support topics, caseworker-client interactions, and knowledge management.
Eliminate manual processes with more than 700 prebuilt flows, and add custom data connectors to your ecosystem.
Monitor case status using unified KPIs and understand caseworker actions with knowledge search insights.
Increase efficiency and reduce costs by building upon existing capabilities and seamlessly integrating with business applications—all within one platform.
Purely CRM Case Study - Immigration and Intake Management
Confidential Client
Increasing demands on the resettlement organization created a significant need to consolidate multiple manual systems into a manageable unified platform.
Our Purely CRM team designed an intake process based on the Dynamics 365 and Power Platform with Power Automate Work Flows, Power BI reporting and user friendly fields to manage clients and enable accurate reporting including exporting iCare reports.
Our design also improved data security and ensured knowledge retention, even when staff members leave. Additionally, the new CRM system made it easier to search for information and reduced the time required for on-boarding and intake processes
Top Business Impacts for our Non Profit Immigration Management 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) Case workers/advisors
4) Funding providers
5) The recipients (customers) of your immigration services include: new citizens, temporary residents, new applicants, and their families.
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
