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CRM Add-Ons - bespoke development to solve particular challenges

Microsoft Dynamics 365 is a very powerful product. And it will meet 80% of most businesses' requirements straight out of the box - just using its powerful configuration. But for those very unique requirements and challenges there is bespoke development.

Opsis are experts in this bespoke development, although we never develop for development's sake. We only recommend development once we are sure that out of box functionality, configuration and existing add-ons do not meet your requirements.

Over our years of serving many clients in a range of businesses we have found a few pieces of this bespoke development that our clients needed are particularly useful. We have made these available to other users of Microsoft Dynamics 365 who have a need for this piece of functionality.

Recurring Orders

The power of Microsoft Dynamics 365CRM to manage recurring or repeating orders or invoices such as rentals or hire agreements

Read more about Recurring Orders

Working time for Workflow

Using CRM to manage your client call-backs and follow-ups simply and easily - without working 168 hours per week

Price List Manager

Would you like to be able to manage all of your products and their pricing inside CRM, but without the headache of a massive data update project when prices or exchange rates change?

Projects from CRM

Easy project creation from Microsoft CRM - to maximise closure of sales requiring presales project effort

Address Manager

Addresses throughout CRM - perfectly synchronised

Repeat Phone Call Manager

Getting through to your contacts easily using CRM

Sales Tax Calculators

Calculate sales tax automatically on all your orders

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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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Work your CRM, not your team!

This white paper explains 42 common enhancements Opsis clients use to get more from Dynamics 365.

How many of them could improve your processes and your results?

Click here to download 42 ways whitepaper

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.