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Whitepapers and downloads from Opsis

Get expert advice from Opsis on various aspects of CRM and Microsoft Dynamics 365.

Marketing Automation options with Microsoft Dynamics 365

published 2018

Provides an overview of marketing autoamtion and compares the options for organisations using Microsoft Dynamics 365

 

Microsoft Dynamics 365 Online or On Premise - which is the most appropriate for you

published 2016

Discusses the differences between Microsoft Dynamics 365 Online and on premise so you can make the best choice for your organisation - rather than being duped by a sales rep.

Although this article is couple of years old, the majority of the points are still valid.

What's new in Microsoft Dynamics 365 v9 CE July 2017 update - ebook

published 2017

All all in one place overview of the new functionality introduced in Microsoft Dynamics 365 v9 as well as the deprecated features and how you can replace those that are important to you

 

What Dynamics 365 means to you - whether you are using Microsoft Dynamics CRM on-prem or Microsoft Dynamics CRM online

published in 2016

An introduction to the changes introduced when Microsoft moved from Dynamics CRM to Dynamics 365

Achieving Sales Excellence with Microsoft Dynamics CRM

published 2014

Looks at 5 key features for Sales Managers in Microsoft CRM, and how they help manage, track and coach sales teams to improve performance and results. 

 

Scoping Your CRM Project

updated 2017

All you need to set up and run your own project scoping workshop.  Includes a Facilitator's Guide to assist in preparing for the workshop, as well as a workbook for participants.


CRM 2015 - An Administrator's View

published 2014

The what, why and how of 15 new features in MS Dynamics CRM 2015, this paper will help you realise real value from your upgrade

   

Common CRM Enhancements - Configuring your System for Maximum Value

updated 2015

42 simple 'tweaks' to turbocharge your out-of-the-box CRM solution. Many of these great ideas apply whether you use Microsoft Dynamics CRM or not

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Training your users

Training is a vital part of your Microsoft Dynamics 365 project - so you need to get it right.  It might even be the key part of your user adoption and hence project success.

Opsis end-user training is tailored to your solution, your processes, your data and your needs. Opsis Dynamics 365 end-user training shows your people how to fulfil their roles using your solution. Training based on your solution, your processes,your data means that the learning transfers directly into your workplace.

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We also offer public courses for technical and business team members.

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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.