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Using Microsoft CRM with Chrome

Since CRM 2011 update rollup 12, which was released in Australia in January 2013, Microsoft CRM has been cross browser compatible. This means that whichever browser – Internet Explorer, Chrome, Safari or Firefox you choose to use, you should have been able to use Microsoft CRM using that browser.

However, the truth is that it is not that easy. For some time we have been aware of a number of minor irritations that only occurred when using other browsers, such as a running a report with a date parameter which in Chrome did not show the calendar control. But recently the problem has become much worse.

Read more: Using Microsoft CRM with Chrome

Successful CRM - people, process and technology

In this 2014 discussion Gill Walker talks with Angela Vithoulkas and John Hagerty about the three pillars of a successful CRM project - people, process and technology.

Implementing New Software
Ask these three big questions before you do

Many people are disappointed, upset, or downright distraught, when a software or technology project costs more than they had anticipated, or been led to believe.  Occasionally, rather than being the saviour of the business the project becomes the death knell – this is especially true for smaller businesses which have often pushed out the boat for the solution, which they have been told is essential for the business.  And for family businesses, where the failure has the additional factor caused by the personal relationships involved, it can be much worse.  

Family Business Magasine coverHowever, many of these projects do deliver huge benefits to the organisation.  So I thought that I would outline the components of any project so you understand what is involved and your project can be one of the success stories. 

If you are looking at more than one solution, it is essential that you compare apples with apples.  One way of doing this is to draw up a matrix of key considerations and get each vendor to give you the appropriate information.  Any vendor that will not assist with this exercise may be hiding something.  In the rest of this article, I will give you some pointers to assist with this comparison.

Read more: Implementing New Software

Gill Walker speaks at City Business Swap

In this presentation to City Business Swap, Gill Walker gives a rollercoaster overview of how business relationships have changed over the last century or so. Gill highlights how a CRM solution can enable a modern business, run by technology, remote from its clients, to deliver the quality of relationship that clients crave.

The lighting in the room was poor, so, the video above is edited.

Gill Walker discusses client relationships and how CRM helps you manage them with Steve Brossman

In this 2009 talk with Steve Brossman of Business OnlineTV, Gill Walker highlights how a CRM solution

  • Gives you client information at your fingertips
  • Lets you see the results of efforts at a glance
  • Enables you to easily stay in touch with clients

Additionally CRM protects you against information loss when a team member leaves

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Ways to Contact Opsis

Phone: +61(2) 8212 3480

Email: opsisinfo (at) opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,

Pymble, NSW 2073

We are ready for Dynamics 365 July 2017 (v9) release.  Are you?

Our next Microsoft Dynamics 365 CRM training in Sydney

Opsis training materials are updated to teach you the new features.  All courses available in v9 and v8.

Introduction to Business Intelligence - 6th November

Troubleshooting - 9th November

Configuration - 13th November

Introduction to Automation - 16th November

Opsis Dynamics 365 Training schedule

Opsis also offer training on your site and a range of other Microsoft Dynamics 365 and Microsoft Dynamics CRM training solutions.

Opsis is an expert Microsoft Dynamics 365 CRM consulting company. We are not an IT company, nor a management consultancy, although we often work with both of these.  Our focus is wholly CRM success, with Microsoft Dynamics 365.  We are based in Sydney, NSW, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Our range of Microsoft Dynamics 365 services include CRM strategy, CRM scoping, Dynamics 365 implementation, technical  support and Dynamics 365 training.