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.
Top business impacts of our cloud applications have been:
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.
Microsoft Dynamics 365 and the Power Platform is the CRM platform of choice for a custom-tailored set of applications designed to meet your needs. With Microsoft and our Purely CRM team, you’ll be able to leverage proven best practices, rapid configuration options, enterprise security and purpose-built API integrations, AI, and process automation through Dynamics 365 and Power Platform.
Our accelerated Microsoft Dynamics 365 and the Power Platform modules, fields, and workflow will allow your organization to track the process and well-being of each individual, family, or group:
Resettlement Services (RIS)
· Define and track families, individuals, groups
· Deploy and monitor operational services
· Track housing status
· Monitor citizenship progress
· Guide health and well-being
Cultural Brokers (CCBP)
· Case Management
· Process tracking and notifications for Domestic altercations
Employment Counselling (BETS)
· Job opportunity notifications
· Connect clients to mentors
· Notify contacts with relevant employment events
Automation
· Auto-populate contact fields based on relevant incoming emails
· Generate/Export ICare Excel-based reports
· Real-time dashboards, tracking agent caseload and performance
Enable your caseworker to do their best work with an all-in-one, multisession desktop experience, including profile histories and engagement transcripts.
Provide your Caseworker with the ability to track and resolve client employment and resettlement services quickly with context for an end-to-end client journey.
Bring relevant external caseworkers, educators, or officers together to quickly resolve complex cases through embedded Microsoft Teams and intelligent case swarming.
Help caseworkers and managers be more efficient with real-time insights, visibility into active conversations, and proactive recommendations.
Increase first-contact resolution with intelligent unified routing that classifies issues and assigns them to agents with the right skillset.
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.
Provide answers in real time with AI-powered virtual assistants and chatbots.
Quickly and easily create in-house solutions with no-code to low-code conversational chatbots.
Automate routine tasks to diversify route mapping.
Provide clients with immediate access to the right content and knowledge articles for housing, education, citizenship, and additional services..
Collaborate, share tips, and glean rich insights from other newcomers and experts with personalized community portals, connecting shared experience with government 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
