Three keys to keeping CRM projects on time (and within budget)

Are you responsible for delivering Microsoft Dynamics 365 projects on time – and frustrated by how often they go over time or / and over budget?

Perhaps you wonder why overruns happen?

Maybe you’d like to prevent budget explosions happening.

If so, you're not alone. After two decades of assisting organisations with CRM implementations, I've witnessed these challenges far too frequently. But fear not, there are ways to mitigate these issues and ensure your project's success.

A blinding flash of the obvious - an Opsis Dynamics 365 health check may make your life with CRM far more comfortable

We marvelled at the view of the Captain James Cook Memorial fountain from Mt Ainslie, then decided to get up close and personal. When we got close, we really felt the spray from the fountain – we ended up damp from the water vapor 🚿 and truly shivering in the cold 🥶.

On Mt Ainslie, the trees provided shelter. But down by Lake Burley Griffin, we had a blinding flash of the obvious: moisture in the cool air makes it much colder!

When you get up close and personal with your CRM, what do you see?

Many people in sales feel as though they are juggling many software platforms - email, CRM, video calls, LinkedIn and more.   Sometimes something gets dropped, perhaps with undesirable results.

As a sales manager, you know how challenging it can be to keep track of leads, deals, and customer information across various platforms. But what if there was a way to streamline the process and increase sales at the same time?

During this event, originally deliverd in June 2023, Gill Walker shares insights and tips on how to simplify your sales process and increase your bottom line. Watch the recording of this presentation - below - to take your sales game to the next level!

Microsoft Dynamics 365 Sales helps your sales teams track accounts, contacts, customers, prospects, leads, potential sales and the interactions occurring as you progress the sales. It also supports you in nurturing sales, setting up detailed marketing lists, and keeping up with services associated with specific customer accounts.

Microsoft Dynamics 365 Sales also provides robust reporting to help you track activity, anticipated revenue, your best customer, prospects and KPIs, to mention only a few.

When you upgrade to Enterprise Sales, in addition to all the standard and professional benefits, you get:

What makes a CRM solution a success - or a failure?

The simple answer is creating a solution which solves real business issues for the organisation.

However, that is probably not what you expected as an answer.

A lesson from history for our Dynamics 365 training

Fifty-seven years ago today, a routine training exercise turned tragic, claiming the lives of nineteen people. On March 30, 1967, Delta Air Lines Flight 9877 departed from New Orleans International Airport for what was supposed to be a straightforward training flight. Two engines were to be shut down, and the trainee pilot would navigate the aircraft using the remaining engines, circling the airport before landing.

But the exercise took a devastating turn. Critical errors by the trainee pilot led to the aircraft crashing just short of the runway, striking power lines, demolishing two homes, and causing extensive damage to a nearby motel. The crash resulted in the loss of thirteen innocent lives on the ground, along with all six crew members.

This tragic event underscores the importance of effective training and supervision. In an era before sophisticated flight simulators, real aircraft were sometimes used for training exercises, as was the case here. However, the investigation revealed lapses in supervision and improper use of flight controls by both the instructor and trainee.

This story serves as a stark reminder of the consequences of inadequate training and oversight, offering valuable lessons for projects involving Dynamics 365 and beyond. It's a sobering reminder of the critical role of proper instruction and supervision in any endeavour.

Unleash the Power of Dynamics 365 Training! 

Are you ready to soar with Dynamics 365 and Power Platform training? Strap in as we uncover the secrets to success in harnessing these powerful tools.

Do you have a flight simulator, i.e. a training environment where your users can learn without putting real data at risk?

Imagine having your own flight simulator for training, a virtual playground where users can explore, experiment, and learn without risking real data. It's not just about avoiding disaster; it's about unleashing creativity and innovation without boundaries. This is what you get when you invest in a training environment.

Too often, organizations gamble with their production environment for training, risking data integrity and reporting accuracy. But why roll these dice when setting up a dedicated training environment costs next to nothing? Don't let shortcuts sabotage your success.

Is the training that you are relying on high quality training with an expert trainer

Quality training is the fuel that propels your team to greatness. Expert trainers ignite the spark of learning, catering to diverse learning styles and ensuring every question finds an answer. Picture an interactive session where participants engage, collaborate, and thrive, leaving behind the monotony of one-way lectures.

Don't settle for mediocrity. Elevate your training experience, and watch as your investment in knowledge pays dividends. It's time to buckle up and embark on a journey where learning knows no limits!"

Training is the lifeblood of a successful CRM / Microsoft Dynamics 365 project. Effective training ensures that users fully understand and effectively use their CRM system to its fullest potential. Effective training also ensures that good technical decisions are made throughout the project.

If you have any questions about your Microsoft Dynamics 365 training, please contact us by email at gill@opsis.com.au or by phone on +61 2 82 1234 80.