Power Apps Consultants Canada

Microsoft Dataverse & Dynamics 365

Apps for Canadian Immigration Management and Reporting

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.

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:

  • Proven best practices
  • Rapid configuration options
  • Enterprise security
  • Purpose-built API integrations
  • AI and machine learning
  • Process automation

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)
 

  • Citizen-centric UI and visuals to illustrate pending tasks
  • Real-time program enrolment status updates
  • Employment opportunities/events

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)

  • Job opportunity notifications
  • Connect clients to mentors
  • Notify contacts with relevant employment events

Educational Services (EDU)

  • Connect individuals with educational resources and opportunities
  • Track educational progress, enrollments, and completions
  • Link clients with educational institutions and programs

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

  • Record and track initial arrival information
  • Coordinate reception and initial settlement activities
  • Facilitate initial orientation and resource provision
  • Monitor immediate needs assessment

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

Deliver a better online experience and process Automation with Cloud portals, AI and Virtual Agents

Learn more
Immigration Case Management

Get precise insights into case workload and client engagement center performance to track KPIs and find opportunities to enhance service delivery

Case Management

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.

Dynamics 365 Reporting

Monitor case status using unified KPIs and understand caseworker actions with knowledge search insights.

CRM Centralized data

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.

Microsoft Canadian Immigration Management

At Purely CRM, our continued success is due to our focus on our Microsoft customers, our people, and our core values of: Integrity, Trust, & Accountability.

CRM Inquiries

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.

Steve Ewing Purely CRM - Microsoft Canada Consultants

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

Our Locations

1-888-257-3577 x 340 (Support Desk)
Vancouver BC - Pacific Time
Purely CRM via Endeavour Solutions
625 Howe Street, Suite 610
Vancouver, British Columbia, Canada V6C 2T6
(604) 282-1996 x 340
support@endeavoursolutions.ca
Toronto ON - Eastern Time
Purely CRM via Endeavour Solutions
2233 Argentia Road, Suite 300
Mississauga, Ontario, Canada L5N 2X7
(905) 542-2139 x 340 (Support Desk)
support@endeavoursolutions.ca
United States - Eastern Time
Purely CRM via Endeavour Solutions
300 Delaware Avenue - Unit 210
Wilmington, Delaware 19801
The United States of America
(888) 257-3577 x 340
Halifax NS - Atlantic Time
Purely CRM via Endeavour Solutions
1550 Bedford Hwy, Suite 501
Bedford, Nova Scotia, Canada, B4A 1E6
(902) 444-7753 x 340

Are You Ready To Get Started?

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