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It’s official – Microsoft Dynamics 365 CE (customer engagement or CRM) and Finance and Operations apps, is now receiving semi-annual updates

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Although this update schedule has effectively been in place since April 2018 – when the latest version of CE - 9.02 - was released – click here to read my blog on the changes in 9.02, last Friday Microsoft announced that Microsoft Dynamics 365 would receive major updates every April and October - every Easter and Halloween.

This means that every six months, there will be a slew of new features and deprecations to understand and to apply to your implementations – if you are running a Microsoft Dynamics 365 Online solution. For those of us running a Microsoft Dynamics 365 on-prem, or partner hosted (eg OzCloudCRM) this means that the supported versions will change each six months, although the pressure to upgrade is somewhat lower.

Read more: It’s official – Microsoft Dynamics 365 CE (customer engagement or CRM) and Finance and Operations...

Is your CRM system a waste of time and money? - an interview with Dylis Guyan

Is your CRM system a waste of time and money?





Recently, I spoke with Dylis Guyan about a subject close to my heart - ensuring that your CRM solution is not a waste of time or money.

Do you have a CRM (Customer Relationship Management) tool in place, that enables you, as a business owner or manager to identify;

  • a decline in sales,
  • loss of existing clients,
  • your best clients,
  • the position of the decision maker,
  • where your best sales are coming from and much more?

Or is your CRM tool seen as another irritant which takes up too much of your time? Listen to my discussion with Dylis Guyan. Together we open your eyes to the huge opportunities your CRM system will give you to develop more business and which all of your Sales People will love!



The complete transcript is here

Read more: Is your CRM system a waste of time and money? - an interview with Dylis Guyan

Microsoft Dynamics 365 (CRM) training courses in Sydney - open to alltraining schedule q32018

Opsis is proud to offer a wide range of public training courses in addition to our onsite bespoke training, end user training and Train the Microsoft Dynamics 365 Trainer courses.

We have updated all of our Microsoft Dynamics 365 training materials to reflect the latest release - v9.  (Earlier versions are also available.)

If you would like to discuss your Microsoft Dynamics 365 training options
with an experienced training consultant, click on the Contact me button 
 contact me

Read more: Microsoft Dynamics 365 v9 Public Training Courses in Sydney

Dos and Don'ts of Business Training - published in Business.com



Education is the cornerstone to success of many projects in the business world, and yet it is often not done – be that totally not done, or done so poorly that it might as well have not been done. Meanwhile we have some very frightening statistics of project failure – 60+% of IT projects are said to have failed and in the CRM space, that number climbs to 85%.

There are many reasons for these failures, and training or even the broader education is only part of the solution. However, here I want to focus on how we can change our approach to training to get better results.
We know that people learn in different ways:

Read more: Dos and Don'ts of Business Training - published in Business.com

Seven Steps to a successful trial of Microsoft Dynamics 365 CE

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If you are planning on exploring whether Microsoft Dynamics 365 CE is the right CRM solution for you, you are in the right place.

Without doubt, a trial of any software is an essential step towards gaining confidence that it is a possible solution for you.  But there are good ways and less good ways to carry out that trial.  We see so many trials that deliver very little.  Yet, with a little planning you can get a very good idea of just how Microsoft Dynamics 365 will solve problems for you - how it will speed up your repetive processes, how it will give you that all-round 360 view of customers and how it will deliver you the metrics from across your business.

However, many people find that once they have set up a trial, it is more complicated.  They have managed to navigate through the trial creation process, but still there is more to it than they had realised.

Follow these seven simple steps to ensure your trial is successful.

Read more: Seven Steps to a successful trial of Microsoft Dynamics 365 CE

coming soon

Microsoft Dynamics 365 v9.02: More new functionality to make our customer service easier - here now

Microsoft Dynamics 365 is constantly changing. Barely before we have got our heads around the July 2017 – v9 release of Microsoft Dynamics 365 there is another one to contend with. However, trials set up at the moment are still on 9.0. The 9.2 upgrade is slated for general availability in April 2018, but not yet (as of 9th April). The good news is that the changes seem to be far less than those in the v9 release last July.  My free ebook on this July 2017 v9 release is available here.

The biggest technical change in this release is that the hubs – Sales Hub and Customer Service Hub, built on the Unified Interface - are now the default user interface.

This document is a high-level summary of the release notes. More detailed material on particular areas of interest will follow once the release is available.

This state of constant change is good, in that we can always fix more today than we could yesterday, but it does mean that we are never finished – there are always more benefits offer and more ways to solve challenges. In turn this means that everyone working in this space should be constantly investing in their education to stay abreast of the options, so we can always give the best advice or make the best decisions.

On 21st March 2018, James Phillips - Corporate Vice President, Microsoft Business Applications Group announced this release, and on 28th March 2018, Microsoft published the release notes. Phillip’s announcement of the 9.02 upgrade release included:

“Today I’m thrilled to announce the spring 2018 release for Microsoft Business Applications. We’re unleashing a wave of innovation across the entire product line with hundreds of new capabilities and features in three core areas: new business applications; new intelligent capabilities infused throughout; and transformational new application platform capabilities.
“As I talk with business leaders to learn what draws them to Dynamics 365, the answer is almost always the same: they want to digitally transform and believe Microsoft is uniquely capable of helping them succeed on that journey. Microsoft is the only provider of a modern, unified and intelligence-infused family of business applications that span the breadth of business processes – across marketing, sales, service, operations, finance, talent and commerce; all powered by a business analytics and application platform, built atop a common data model, on Azure, our planet-scale public cloud, connected to Office 365 and the world’s largest professional network, LinkedIn.
“It is this collection of integrated capabilities spanning the Microsoft Cloud that supercharge Dynamics 365, creating what we believe is an unmatched platform for digital transformation.”

Here, I provide a summary of the CRM related changes, and make the release notes available to you.

Read more: Microsoft Dynamics 365 v9.02: More new functionality to make our customer service easier

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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.