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 combined Purely CRM advisory, design, development and implementation services bring years of real-world experience in configuring systems to support specific business processes.
We focus exclusively on large mid-market and enterprise Microsoft Dynamics 365 CRM design, development, and support projects. This includes full implementation, solution architecture, portal design, and Power Platform integration.
Yes. We provide end-to-end CRM support and training to ensure your internal teams are confident and empowered to use Microsoft Dynamics 365 effectively. With 9 to 5 support across all North American Time Zones.
Yes. While our core expertise is CRM, we partner with our peers at Endeavour Solutions to deliver integrated Microsoft Dynamics 365 ERP and CRM solutions, all within the Microsoft Cloud.
We do. Our experienced consultants can augment your internal team on a full-time or part-time basis, providing expertise in configuration, development, support, and solution architecture.
Timelines vary based on scope and complexity. However, our Agile methodology allows for incremental releases—so clients begin seeing value quickly, even within the first few sprints.
Yes. We build intelligent workflows using Power Automate, business rules, and plugins to streamline processes such as approvals, escalations, and service requests.
We follow a phased approach using tools like KingswaySoft or Azure Data Factory, combined with data validation scripts and test cycles to ensure quality and accuracy.
Yes. Our team has experience integrating Dynamics 365 CRM with municipal systems such as AMANDA, Tempest, CityView, and other regulatory and permitting solutions using APIs, middleware, and custom connectors via Power Platform or Azure Integration Services.
Yes. We design and implement custom Power Pages (formerly Dynamics 365 Portals) to enable secure self-service portals for residents, vendors, or other external stakeholders.
Dynamics 365 works with Power BI and native reporting tools to create real-time dashboards, audit trails, and compliance reports for transparency, governance, and performance tracking.
Yes. We regularly integrate CRM with ERP systems such as Dynamics 365 Business Central, Great Plains, SAP, and others using middleware, APIs, and Power Platform connectors.
We provide ongoing support tailored to your needs—ranging from SLA-based support to on-demand enhancements, user support, and system administration across all Microsoft Dynamics 365 modules.
Post-implementation support is handled via structured service requests or Agile mini-sprints, ensuring new features or improvements are tested and deployed without disrupting existing operations.
We help clients establish CRM governance frameworks, change control boards, and release planning strategies to maintain consistency and manage stakeholder input effectively.
Yes. We design interfaces and portals with accessibility in mind, aligning with WCAG 2.1 guidelines and other government-mandated usability requirements.