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…
Read MoreHow 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
Read MoreScope 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.
Read MoreDo 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.
Read MoreA 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…
Read MoreOpsis 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.
"Gill 'Walks on Water' when it comes to CRM and I know that she will ask you to define what you really mean and want by CRM."
"Opsis has helped us to better understand campaigns and the sales process in CRM and we can now see where productivity can be improved across the business."
"Gill's knowledge of the Microsoft CRM product was excellent and her recommendations allowed us to come up with practical ways of adapting the product to meet our unique requirements."
"Gill has an innate ability to cut through the fog, and explain complex systems to newbies and experts in a clear and fascinating manner."
"Gill walked me through the CRM process, she made the complex simple to understand and gave me the tools to make important strategic decisions."
"Gill has an innate ability to cut through the fog, and explain complex systems to newbies and experts in a clear and fascinating manner."
"We thought Dynamics CRM couldn't be automated because we have such a varied and complex list of products, but we were wrong!"
"Gill Walker helped HNW Planning in scoping our project and in helping our own development staff to get up and started. Gill also helped with training and licensing options."
If you would like to boost your CRM Success or find out more about how Opsis can help you with your CRM, enter your contact details below to arrange a chat with Gill Walker, Your CRM Success Catalyst:
Gill has an innate ability to cut through the fog, and explain complex systems to newbies and experts in a clear and fascinating manner. She is very keen to deliver what I like to call the "perfect" training experience, which results in extremely satisfied customers.
Gill "Walks on Water" when it comes to CRM and I know that she will ask you to define what you really mean and want by CRM. She will beat you into submission and you will come off the canvas with a much clearer idea of what will suit your needs.
"Gill Walker helped HNW Planning in scoping our project and in helping our own development staff to get up and started. Gill also helped with training and licensing options."
"We thought Dynamics CRM couldn't be automated because we have such a varied and complex list of products, but we were wrong!"
"Gill has an innate ability to cut through the fog, and explain complex systems to newbies and experts in a clear and fascinating manner."
"Gill walked me through the CRM process, she made the complex simple to understand and gave me the tools to make important strategic decisions."
"Gill has an innate ability to cut through the fog, and explain complex systems to newbies and experts in a clear and fascinating manner."
"Gill's knowledge of the Microsoft CRM product was excellent and her recommendations allowed us to come up with practical ways of adapting the product to meet our unique requirements."
"Opsis has helped us to better understand campaigns and the sales process in CRM and we can now see where productivity can be improved across the business."
"Gill 'Walks on Water' when it comes to CRM and I know that she will ask you to define what you really mean and want by CRM."