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Taming the Beast of CRM Data - presented at CRM Saturday on 12th August 2017

Gill Walker was part of an outstanding line up of speakers speaking at CRM Saturday in Sydney on 12th August 2017.  The speakers all illustrated various ways that you can get more from your Microsoft Dynamics 365 CRM project.

Gill's presentation shows various ways that you can get more - more value, more use, more benefit from your CRM data.

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In this presentation, Gill shared how a CRM project - be that based on Microsoft Dynamics 365 or any other technology, has the wherewithall to be a naughty child.

She then described the road map to help you avoid that costly and frustrating outcome and finally showed the key to a successful project.

Gill is available to deliver this presentation to other groups interested in learning more about the key techniques to ensure that the correct data is captured and that all that data that is captured by the users is put to maximum use.

If you would like to download the slide and commentary book from this presentation, click on the button below.

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Published by Gill Walker


Who is Gill Walker?

Gill Walker is many things:

  • She is an author who loves spreading knowledge of CRM and specifically Microsoft Dynamics 365 via articles such as this;
  • She is an expert consultant who has been helping her clients with their Microsoft Dynamics 365 (and previously Microsoft Dynamics CRM and Microsoft CRM) challenges since 2002;
  • She is a professional trainer who shares her wide knowledge of Microsoft Dynamics 365 with her training delegates – so they can implement and manage their Microsoft Dynamics 365 more easily and effectively;
  • She is a speaker who shares her knowledge of varied CRM topics with her audiences;
  • She is a troubleshooter – who helps organisations with their sticky problems.

Please feel free to contact her via linked in (https://www.linkedin.com/in/crmconsultant/) or email (This email address is being protected from spambots. You need JavaScript enabled to view it.).

Choosing a CRM Partner with Confidence

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You’ve decided on your technical solution.  Now you want to choose a CRM partner to help you make it happen.  This decision is at least as important (if not more so) than the technology decision.

There are few really bad CRM technologies out there, but there are some ‘CRM experts’ who can make the technology really bad - they create the nightmare from your dream business solution!

Read more: Choosing a CRM Partner with Confidence

Microsoft Dynamics 365 Online or On Premise? Which is the most appropriate for you?

deciding between on prem and online

Deciding whether to select Microsoft Dynamics 365 Online or On Premise is probably one of the most important technical decisions in your Microsoft Dynamics 365 project. And, it is not as simple as deciding how much involvement you want your IT team to have, or how much time your IT team have. And neither does because you need access from outside the office means you have to have Microsoft Dynamics 365 Online, nor does because your data must be kept secure mean that you have to have on Microsoft Dynamics 365 premise.

And Microsoft Dynamics 365 Online is NOT the only way to get a Cloud solution of Microsoft Dynamics 365.

Late last year Microsoft released Microsoft Dynamics 365.  Microsoft Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications.  This article applies to CRM functionality within Microsoft Dynamics 365 and also to older versions of Microsoft Dynamics CRM.

Read more: Online or On Premise?  Which is the most appropriate version of Microsoft Dynamics 365 for you?

What Dynamics 365 means to you – whether you are a CRM Online user, a CRM on-premise user or partner hosted CRM user

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CRM is dead – long live CRM

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On 1st November 2016, Microsoft will launch Dynamics 365 in the United States.  From an ERP and CRM software perspective, Dynamics 365 is mostly a change to branding and bundling.  So how will the focus change from CRM, and particularly CRM Online, to Dynamics 365 affect you?

Read more: What Dynamics 365 means to you

How an expert solution architect consultant will save you money – possibly lots of money

This week I have been working with an interesting client. This client creates orders in CRM and needs the information in Xero (their accounting package) for invoicing. There are many ways of solving this problem. Working with the client, we have reduced the time taken per order by about 30 minutes. At a nominal $50 per hour that is saving this client about $5,000 per month in time alone. Additionally we are saving paper (about a ream per month) and printing resources.

Their process at the moment is

1. Enter the order in CRM
2. Update the status to fulfilled
3. Run a (custom) report
4. Print the report
5. Scan and email the report to another user
6. Second user rekeys the data into Xero

This is the process that was recommended to them by a previous CRM contractor.

From next week their process will be:

Read more: How an expert solution architect consultant will save you money – possibly lots of money

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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.