Education is a key part of what Opsis recommend for every project. We believe that training so improves the return that you will get from your project that it is worth every cent (and more) that you spend on it. In other words, training is cheaper than not training.
Opsis is one of the only Australian Microsoft Dynamics 365 implementers to provide training which is delivered by a seasoned consultant. Our principal trainer, who also writes our material, - Gill Walker - has sixteen years’ experience working with Microsoft CRM, then Microsoft Dynamics CRM and for the last couple of years she has been working with Microsoft Dynamics 365. During this time, she has seen the good the bad and the ugly of project implementations. Sometimes our competitors recommend that their clients come to us for Dynamics 365 training because they cannot provide it.
There are many ways that training will save you money – here are our top four ways:
Multiselect options sets are one of the new features of Microsoft Dynamics 365 v9. I am now often getting requests to ‘convert’ existing options sets to the new multiselect options sets.
Strictly speaking, it is impossible to convert an old-style, single selection option set to a multi select option set. However, although not straightforward, it is possible to achieve this.
Customer Relationship Management solutions should give you a full view of how your clients interact with you, usually across your entire organization, from first contact. This should include the marketing activity that often is responsible for first finding the prospect, and also for much of the ongoing nurturing both before the initial sale and during the entire lifecycle of the customer. Marketing automation makes that so much easier. This ebook gives you and overview of the main options for marketing automation with Microsoft Dynamics 365 - including Dynamics 365 for Marketing, ClickDimensions, PowerObjects Power Pack, Adobe Marketing Cloud and HubSpot.
Marketing automation software indicates to you when a prospect’s timing is changing to your advantage.
This ebook is for you – if you are using, or thinking of using, Microsoft Dynamics 365 and want more from your marketing! It explains marketing automation and distils the options for you.
Click on the button to the right to download your free copy.
What Is Marketing Automation?
Marketing Automation and CRM - at face value, they seem to be the same thing, and they are often confused. In fact, they serve two distinct purposes. Marketing Automation lets you follow a prospect’s top-of-funnel activities. CRM typically takes over once the person has become at least a prospect. CRM stores information including how long a contact has been a customer, past purchase records, the dates and notes of any phone conversations you’ve had with them – anywhere in the organisation. Marketing automation software helps you build a relationship with people that are not yet ready to buy from you.
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
This morning I had a call from a client who had deployed the latest, v9.02, update over the weekend. His challenge was that some of his team could no longer open cases using the Outlook client or the browser. They could view lists, but attempting to open a case to update it or add notes was impossible – loading business logic just gave the 'circle of endless delay'.
As always, a problem affecting some users can be difficult to resolve. However, it soon became obvious that those people affected by the problem all use Microsoft Edge.
Once these users had moved their default browser to a browser other than Microsoft Edge and cleared their cache in Microsoft Edge the problem was resolved. It is essential to clear the cache, not to just change the default browser.
Browser issues are relatively common with applications such as Microsoft Dynamics 365 – and can arise very unexpectedly – caused either by an upgrade in Microsoft Dynamics 365, or by an upgrade to the browser. Previously I wrote about an issue with Chrome 37. When you are faced with a problem that affects some by not all of users, it is essential to work out what the people affected have in common. This is one of the skills taught in our Troubleshooting Microsoft Dynamics 365 course.
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.
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.