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A DAY IN THE LIFE: Moneypenny Release

   Words by Paul McQuillan

   on 21/05/2020 09:00:00

Moneypenny-Logo | TheBusinessDesk.comMoneypenny are a market leader in communications technology, working with some of the biggest names in business to offer telephone answering, switchboards, live chat and a range of business support services.

This approach allows them to connect leading technology with their clients to help them do business.

As an organisation of their standing they are consistently looking to make the most of their investment in Dynamics and the Microsoft Cloud.  As a large company they have several departments whom all use Dynamics and aim to get the best out of it. We agreed on having a monthly Sprint proposal where we would look at making one or two substantial blocks of changes each month.

Ciaran Reynolds in the CRMCS Consultancy Team explains how we work with the Moneypenny Team to analyse their requirements for Dynamics, and implement the design, build and release in the form of monthly business support sprints.

1 It All Starts With a Call

These substantial changes begin with a call with Moneypenny’s IT Implementation Manager. During this call we ran through all the proposed changes across the business.

2 Logging Cases

After the call we ensure to log each of these changes as Cases in CRMCS’ Dynamics and attach to a Sprint record. A Sprint is a record of everything we aim to deliver that month including cases, deliverables and releases.


3 DocDrive 365

As we work through the cases, we will use our own product DocDrive365.

DocDrive 365 allows you to seamlessly integrate Dynamics with Sharepoint and create a file structure to suit your business needs. Here you can see I attached any related documents and updates to case notes, specific to this case.clip_image004

4 Testing

Using the Business Process Flow at the top of the screen we track at what point each case is at. After implementing the change, each case will be tested by a CRMCS user before being passed over to a Moneypenny for UAT Testing. We wait to hear back from Moneypenny and we either take the case back to the implementation stage to refine the work or move the case onto Release, which means the change is ready to be deployed.


5 Tracking a Release

After we have all the case for that particular block of work ready to release we create a release record and add each case to this release. Here we will make a copy of the ZIP file into DocDrive365 so it is ready to be released by any of our team members.


6 Final Check

We will also review the associated cases and make sure each one has been updated accordingly. When each case is set to Resolved + Confirmed we know the release is ready to launch.


7 Making the Release

After agreeing on a date for the import we take the ZIP file from the Release record and import into Live. After publishing the customisations we will be on hand to respond to any issues that may arise from an import. Usually the issues are minimal but these things always tend to have teething issues.

Working with a client with the scale of Moneypenny is demanding but very rewarding.  As a market leader they are continually pushing the boundaries and being able to provide them with support, knowing the work we do helps them achieve their targets is extremely satisfying. Our working relationship continues to grow and we are looking forward to helping them with their next venture.

  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

    Tom, Compliance Administrator

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