Opsis
Gill Walker – Your CRM Success Catalyst; Speaker – Educator – Project Manager – Consultant – Advisor – Trainer

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Microsoft Dynamics 365 speaking, consulting, training and support from our principal CRM Success Catalyst - Gill Walker

Education

Education

Opsis delivers formal and flexible training for your end users, for your technical team members and for your leadership team to help with the success of your CRM project

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Speaking

Speaking

Gill Walker of Opsis speaks on CRM Success, CRM Leadership and techniques to build your business achievements with your CRM

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Advice

Advice

Opsis advice focusses on your CRM success – not licence sales or billable hours

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Results

Results

When you invest in an Education-led approach, your CRM results follow your understanding – upwards

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Latest blog posts by Gill Walker

  • How to Avoid Losing Money on Dynamics 365 Projects

    How to avoid losing (lots of) money on your Dynamics 365 projects This morning, while perusing the IT News, I came across an article about a $3.5M loss posted by one of the Australian System Integrators, who provide consulting on Microsoft technologies. The loss was said to be caused by poor project governance and controls, and perhaps more specifically professional service contract cost over-runs. Is this massive financial loss what you want for your CRM project? How can you prevent your project leading to this sort of financial disaster? To me, this story raises a number of questions emanating from…

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  • Microsoft Dynamics 365 Can Help You Avoid Information Overload

    Microsoft Dynamics 365 Can Help You Avoid Information Overload

    How a successful implementation of Microsoft Dynamics 365 can help you (and your team) avoid information overload Information overload is the excess of information available to you when aiming to complete a task or make a decision. This excessive information impedes the decision-making process, resulting in a poor (or even no) decision being made.  There are many ways that a successful implementation of Microsoft Dynamics 365 CE can help you avoid this horrible situation. Quick and simple capture of client communications

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  • Scope of Processes in Dynamics 365

    Scope of Processes (Business Rules and Synchronous Classic Workflows) in Microsoft Dynamics 365 There are several different ways of automating your Microsoft Dynamics 365 - which save time and make life easier for your users.

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  • Avoid a CRM Project Budget Blowout - Focus on Understanding

    Do you want to ensure that your CRM project stays at least close to your planned budget? To avoid a project, CRM or non-CRM, budget blowout - focus on Understanding.   This is a true story. A client, badly misadvised by their trusted partner Thousands of dollars wasted Thousands of hours of effort wasted All because understanding was missing CRM projects are rarely found to be easy.  Budget blowout - and sometimes massive blowout - is surprisingly common.

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  • Comparison of Power Automate and Classic Workflow

    Comparison of Power Automate and Classic Workflow

    A Comparison of Power Automate and Classic Workflow in Dynamics 365 Microsoft Dynamics 365  and Power Platform have several different ways to automate tasks for your users.  It is essential to know which is the best tool for a given requirement.  Each of these techniques (tools) has their role to play in a successful CRM project.  The majority of these techniques do not require coding skills, although they do still require a logical way of thinking.  This blog is only looking at Power Automate and Classic Workflow.  It is one of a series of short blogs that I am developing as…

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A selection of Opsis clients, past and present

Gill Walker helps Phoenix House Youth Services use Dynamics 365 for case management and fundraising Gill Walker trained key people in Dept of Finance in Configuration of D365 so they can fly solo Gill Walker helped JMA Hardward implement their Prospect CRM Gill Walker provides training for Firebrand's clients Gill Walker joins the Business Aspect team to help them deliver a client's training needs in Dynamics 365 Gill Walker supported LPI within NSW Government with end user training Gill Walker is helping the DA team to get far more value from their Dynamics 365 QTAC engaged Gill Walker for training in Configuration of D365. QTAC wished they had done the training far earlier Gill Walker worked with Arts North West to help them mange their members with Dynamics 365 Gill Walker helps LEDC to maxismise their sales with Dynamics 365, including a custom interface to their quoting tool Gill Walker guided Nexgen to rescue a very poorly done implemen tation of D365 and ClickDimensions. Gill Walke r helped Alzheimers Australia deploy Dynamics 365 to a National Call Centre w a focus on data security Gill Walker is mentoring Community Security Group to manage their volunteers & events w Dynamics 365 Gill Walker helped EziDebit streamline their sales pipeline with Dynamics 365 Gill Walker reviewed and revised on a CRM exam for Brainbench Gill Walker trained key team members at GS1 to enable them to manage their own Dynamics 365 Gill Walker was instrumental in the foundation of a financial planning platform built on Microsoft CRM Gill Walker supports JBW with their Dynamics 365 & is called whenever they have problems Gill Walker ran a workshop for Australian Human Rights Commission to help them work out their future with D365 Powerful Points engaged Gill Walker to run a Health check on their Dynamics 365 Comcare asked Gill Walker to provide a wide range of training for the support team CTO engaged Gill Walker to help out one of their clients with their Dynamics 365 McKenzie Partners engaged Gill Walker & Opsis to create an ordering & invoicing system using Dynamics 365 which saved saved hours of the CFO's week Chi-x benefited from Gill Walker's flexible approach with a Getting Started with Dynamics 365 AIIA brought in Opsis & Gill Walker to help them understand how they could make improvements in their D365 BaptistCare engaged Gill Walker for a training course in Business Intelligence with Dynamics 365 MJH Group worked with Gill Walker for many months to correct their implementation of ClickDimensions Gill Walker & Opsis created a CRM solution to enable Applied Training Solutions to profit from installing solar panels Gill Walker is delivering training remotely across Europe for Proximo3 Gill Walker is part of the GrandMasters team improving the Microsoft exams Gill Walker is delivering training remotely and in person for Training4Dynamics Gill Walker & Opsis enabled Land & Property Information to replace 42 legacy CRMs with Dynamics 365 Gill Walker advised a GuidePoint client about the opportunity to develop a Marketing Automation solution for Dynamics 365 Gill Walker & Opsis enabled Avnet to move Dynamics 365 from a glor ified rolodex to a true time - saver

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 CRM Success Catalyst, Gill oversees all business operations, 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 for CIOs and other decision makers tasked with implementing Microsoft Dynamics 365.