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Stepping stones to get to the other side of CRM issuesResolving CRM challenges with Microsoft Dynamics 365

Study after study show that 30 to 80% of CRM projects fail to deliver as expected - so if you have issues with your CRM, you're not alone!

The good news is, most problem projects can be rescued.  Opsis are experts at giving you the stepping stones to get your Microsoft Dynamics 365 back on track.

Why do CRM projects fail to deliver as expected?

One of the biggest causes of problems with CRM solutions occurs when the original solution focussed too heavily on the user input of information, and not enough on the use of that information.  

Another cause of problems is when one team of users had all the say in the implemention, and so other teams, with different needs, now cannot be accommodated easily.

Many of our clients originally implemented Microsoft Dynamics 365 without expert assistance.  Others have lost faith in their original implementation partner, or maybe the original implementation partner no longer exists, or has lost their Microsoft Dynamics 365 people.  

In most cases, Microsoft Dynamics 365 is 'limping along' - some of it works, but the organisation is not getting the value it expected. For example:  

  • Your team don't understand how to use your Microsoft Dynamics 365 and what the data in it means.
  • Users don't follow standard processes, so Microsoft Dynamics 365 information is inconsistent and confusing.
  • Microsoft Dynamics 365 reports don't give the information managers and decision makers need.
  • Microsoft Dynamics 365 doesn't work effectively for sales teams and others out on the road.
  • Microsoft Dynamics 365 data doesn't integrate with other business systems
  • Users simply don't like and don't use your Microsoft Dynamics 365.

Sometimes experts were used, but these experts were so keen to please the people to whom they were talking, that they agreed to everything, without explaining the potential risks of taking such an action.

Next steps to resolve your Microsoft Dynamics 365 challenges

The first step in resolving Microsoft Dynamics 365 issues is to understand the key pain points for your business.
If you know your Microsoft Dynamics 365 pain points already, a Scoping Workshop is a good place to start.
If you're unhappy with the performance of your Microsoft Dynamics 365 but you can't pinpoint the problem, try a Microsoft Dynamics 365 Healthcheck.

You could also ask us about:

  • Opsis ExpertAssist - a half or full day session where an expert consultant works with your team on your Microsoft Dynamics 365 implementation
  • OpsisAssist - ongoing support contracts
  • Microsoft Dynamics 365 Upgrades - if your version of Microsoft Dynamics 365 doesn't support the functionality you need to make your business hum.

 

Check out our blog. The following articles are relevant when resolving issues with Dynamics 365:

Why Opsis - and Gill Walker?

Over the years I’ve helped hundreds of people become proficient in Microsoft Dynamics 365 (and CRM), with training or mentoring.

I’m the expert at people’s fingertips, solving problems, decreasing stress, curing headaches, helping to build business and increase productivity with their Microsoft Dynamics 365!

Contact us

Questions about your Microsoft Dynamics 365 training options?

Not all Dynamics 365 training is the same.  The best CRM for you is the one that you have learnt to use - rather than the one with specific features.

 

If you have questions about the training that will ensure your project success, we'd love to help.

contact me

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Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.