CRM Success Catalyst

CRM Success Catalyst - Gill Walker

 

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+61 2 82 1234 80

Gill Walker is a speaker, educator, executive coach, entor, trainer, troubleshooter and project manager for your CRM success

If you want your CRM implementation, to succeed, talk to Gill Walker. Her education-led approach gives you the understanding of CRM / Microsoft Dynamics 365 enables you to get maximum value from your technology with less frustration for your team.

Opsis improves your Dynamics 365 success, usage & return on investment

Opsis offers complete support for your Microsoft Dynamics 365 - online and in person.

We provide education - speaking, training, mentoring - troubleshooting, implementation, project management and support

 

Gill Walker as a speaker               Gill Walker delivers Dynamics 365 training

 

Gill Walker of Opsis speaks to 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 you need on your CRM bus, why scoping is so important - even, perhaps especially, in this world of agile - and how to ensure that you include all the necessary education to ensure your success.  Without a doubt, this improves your CRM usage and hence your return on investment - and return on effort.

Opsis provides high quality Microsoft Dynamics 365 CE (CRM) training to corporate clients, government organisations, smaller businesses and Microsoft Learning Partners.  All training is provided by Microsoft Certified Trainers (MCT), who are also experienced consultants.  We work across Australia and globally.  Our training is available both in person and online.

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 400 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.


Latest blog posts by Gill Walker

  • A successful implementation of Microsoft Dynamics 365 can help you avoid information overload

    A successful implementation of Microsoft Dynamics 365 can help you avoid information overload

    How a successful implementation of Microsoft Dynamics 365 can help you (and your team) avoid information overload Information overload is the excess of information available to you when aiming to complete a task or make a decision. This excessive information impedes the decision-making process, resulting in a poor (or even no) decision being made.  There are many ways that a successful implementation of Microsoft Dynamics 365 CE can help you avoid this horrible situation. Quick and simple capture of client communications

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  • Scope of Processes in Dynamics 365

    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.

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  • Comparison of Power Automate and Classic Workflow

    Comparison of Power Automate and Classic Workflow

    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

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  • How to search for data in Dynamics 365

    How to search for data in Dynamics 365

    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 Find

    Read More
  • Overview of PL 200

    Overview of PL 200

    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
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