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Getting through to your contacts easily using CRM.

If you are like me, for every successful phone call that you, or your team, make, you have to leave several voicemail messages, each of which takes time and eats into your day. You want to record that you have done this work, but Microsoft CRM does not make recording all of these voicemail messages and when they were left easy. But the Opsis Repeat Phone Call Manager makes this very simple.

With the Opsis Repeat Phone Call Manager you can record each of these attempts and automatically set a follow up call with a click of a button.

To get more information about Repeat Phone Call Manager or to order please contact us.

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Working time for CRM Workflow

Imagine using CRM to manage all your client call-backs and follow-ups simply and easily - without working 168 hours per week.

Nobody likes to come into work and be greeted by a pile of overdue tasks. And this is made worse if most of these tasks are not really overdue, but the system just thinks that they are overdue because it does not understand that you do not work 168 hours per week. If you need to ensure that your clients are called back within a certain time period, or that something else is done within a certain timeframe this usually means a certain time period based on business hours.

Microsoft CRM workflow allows escalations, actions or alerts based on elapsed time since another event occurred. But it does not allow for this to be based on your working time, so if you need a call back to be done within four hours of an opportunity being created, and an opportunity is created at 4pm, the call back will be due at 8pm. This will lead to many tasks falling due overnight and over the weekend.

But with Opsis Working Time for Workflow this same call back will fall due 11:30am the next day, not 8pm that night. Working time for Workflow also understands about your public holidays and shift working.

If you have tasks or alerts due in hours (rather than days) after they are set, and you do not work 24 hours each day, then you need Opsis Working time for Workflow.

For more information about Working Time for Workflow please contact us.

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Recurring Orders - create a new order from an existing order

The power of Microsoft Dynamics 365 to easily manage recurring or repeating orders or invoices such as rentals or hire agreements.

Do you sell products where your customers place the same, sometimes complex, order each month or quarter or week?

This is very common for organisations which rent or hire their solutions to their customers on an on-going basis such as IT hosting companies or real estate agents, or in fact anyone who provides a rental or rental style solution or ongoing subscription style solution.  Do your users find the challenge of data entry too much?

Would you like to be able to capture all of these orders inside CRM, so gaining the benefit of the associated invoicing and product fulfilment, and the visibility of who is ordering what without having to re-key the same information each month, or quarter or week?

Opsis' Recurring Orders solution allows for orders and optionally invoices to be generated automatically, periodically - be that daily, weekly, fortnightly, monthly, quarterly, yearly. It simply copies - in background - the existing order.  And once the order has been created - without any effort from you or your team, you can make minor adjustments to the order before sending to your order fulfilment team or whoever comes next in your process.

The new orders are generated by an external process that is run each day and can also be associated with any other appropriate automation such as alerts or emails.

The Recurring Order functionality will give you all of the dashboard and forecasting benefits of having each order in CRM, with the appropriate creation date without you or your team having to repeat the data entry.  If you have 1000 orders of this type per year, you will save upwards of 60 man-days per year of data entry – based on 5 minutes per order and an average of six copied orders per order.  If the average cost to your business for a person doing this data entry is a salary of $60K you will save roughly $50,000 per year.

recurring order in CRM

The screenshot above shows a recurring order which will recur every month on the first of the month for year.

For more information about using Recurring Orders with your Microsoft Dynamics Dynamics 365, please contact us.

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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!

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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.

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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.