A selection of Opsis clients, past and present
Gill Walker of Opsis will unpack the mystery of CRM Success for you. Gill shows you why CRM projects can be made so complicated and give you the key aspects to include in your CRM project planning. She explains who are the people whom you need on your CRM bus, why scoping is so important - even in this world of agile - and how to ensure that you include all the necessary education. Without a doubt, this improves your CRM usage and hence your return on investment - and return on effort.
If you would like to boost your CRM Success, call us today on 02 82 1234 80.
Do you see that you are not getting as much return from your Microsoft Dynamics 365 as you expected? If this is you, contact Opsis - Gill is always happy to help.
Opsis solves complex problems within Microsoft Dynamics 365 CE and ClickDimensions, challenges which often lead to user adoption issues. If you are a decision-maker tasked with making CRM successful, Gill will help. Gill Walker is a trainer, speaker, consultant, project manager & vendor manager with deep expertise in Microsoft Dynamics 365.
While we have plenty of success stories from working with our clients to streamline business processes and reduce their costs with customer engagement projects - we have been part of over 200 successful CRM projects, from the birth of Microsoft CRM in 2003 until PowerPlatform today - our real strength is in our Education - training, speaking, mentoring - troubleshooting and problem-solving services. Everything we do is to help you get more success.
Scope of Processes (Business Rules and Synchronous Classic Workflows) in Microsoft Dynamics 365 There are several different ways of automating your Microsoft Dynamics 365 - which save time and make life easier for your users.Read More
A Comparison of Power Automate and Classic Workflow in Dynamics 365 Microsoft Dynamics 365 / Power Platform has several different ways to automate tasks for your users. It is essential to know which is the best tool for a given requirement. Each of these techniques (tools) has their role to play in a successful CRM project. The majority of these techniques do not require coding skills, although they do still require a logical way of thinking. This blog is only looking at Power Automate and Classic Workflow. It is one of a series of short blogs that I am developing as I…Read More
How to search for data in Dynamics 365 This blog is a brief comparison of different search options in Dynamics 365 / Power Platform. It is one of a series of short blogs that I am developing as I write a flexible training course for Microsoft's PL-200 Microsoft Power Platform Functional Consultant exam. There are several different ways of searching for information in your Dynamics 365 applications. Each has their strengths. The search options and the differences between them are also popular questions in the PL-200 (and other) exams. The searches are Quick Search Categorised Search Relevance Search Advanced FindRead More
Understanding could save your CRM project from significant time and budget overruns A large, global implementation partner walks away from a project - leaving the client with an unusable solution? Surely not? This is what happened to my client - and understanding would have saved a lot of time, heartache and money. This is a true story - and something that you do NOT want to experience for yourself.Read More
Overview of PL 200 PL - 200 - Microsoft's Power Platform Functional Consultant exam is the platform on which many of the other Dynamics 365 CE functional Consultant exams are built on. What does PL-200 cover, and should you think about working towards it and passing the exam? In this overview video, Gill Walker introduces the high level topics of PL-200 and demonstrates how to succeed in some sample exam questions. This video covers:Read More