Why do small / ALL business need a CRM solution? The short answer to this is because all businesses need customers (or clients). However, we are all human and therefore fallible. So we need some support to make this happen continuously and successfully. What is CRM? There are many answers to this question, but perhaps what is most important is to remember that CRM is far more than technology. In fact, although technology usually forms part of a CRM solution, it is never all of it. I like this model of CRM as it reminds us that CRM is about people
What do the current and upcoming changes to Dynamics 365 CE mean to our implementations?
Recently I had to explain the changes – both the upcoming changes and the recent changes – to a prospect who is not a Dynamics 365 user and has limited familiarity with it. While the changes cannot and must not be ignored, they do only affect certain aspects of the product.
If we use the analogy of home renovations, we could describe the changes as follows:
Microsoft Dynamics 365 2020 update Wave Two is rapidly approaching. What does it entail and will you be ready? The next update to Microsoft Dynamics 365 Online will be here in a few weeks. Between now and it arrives in your production system – which will happen automatically – you have a chance to ensure that it rolls out to your users smoothly. This is a brief overview document with links to Microsoft documentation where you can find more details. What is included in the 2020 Wave Two update? This release includes updates to most of the Dynamics 365 family. However, in
How to ensure a fantastic result in your CRM project Getting a poor result in a CRM – or in fact in pretty much any technology – implementation must be pretty easy. After all, a large proportion – up to 85%!! - of projects are deemed to fail. I have written and spoken about his failure rate elsewhere. Getting a fantastic result in your CRM project, however, is also not hard. However, achieving that fantasitc result may require some changes in your thinking and perhaps your plans. The two major parts to the project are the strategy and the implementation. If you want a
A selection of Opsis clients, past and present
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What Our Clients Say
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Opsis improves D365 usage and return on investment
Opsis provides Education - training, speaking, mentoring - troubleshooting, consulting, support: online & in person
Gill Walker of Opsis will unpack the mystery of CRM Success for you. Gill shows you why CRM projects can be made so complicated and give you the key aspects to include in your CRM project planning. She explains who are the people whom you need on your CRM bus, why scoping is so important - even in this world of agile - and how to ensure that you include all the necessary education. Without a doubt, this improves your CRM usage and hence your return on investment - and return on effort.
If you would like to boost your CRM Success, call us today on 02 82 1234 80.
Do you see that you are not getting as much return from your Microsoft Dynamics 365 as you expected? If this is you, contact Opsis - Gill is always happy to help.
Opsis solves complex problems within Microsoft Dynamics 365 CE and ClickDimensions, challenges which often lead to user adoption issues. If you are a decision-maker tasked with making CRM successful, Gill will help. Gill Walker is a trainer, speaker, consultant, project manager & vendor manager with deep expertise in Microsoft Dynamics 365.
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While we have plenty of success stories from working with our clients to streamline business processes and reduce their costs with customer engagement projects - we have been part of over 200 successful CRM projects, from the birth of Microsoft CRM in 2003 until PowerPlatform today - our real strength is in our Education - training, speaking, mentoring - troubleshooting and problem-solving services. Everything we do is to help you get more success.
Latest blog posts by Gill Walker
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Why do small / ALL business need a CRM solution?
Why do small / ALL business need a CRM solution? The short answer to this is because all businesses need customers (or clients). However, we are all human and therefore fallible. So we need some support to make this happen continuously and successfully. What is CRM? There are many answers to this question, but perhaps what is most important is to remember that CRM is far more than technology. In fact, although technology usually forms part of a CRM solution, it is never all of it. I like this model of CRM as it reminds us that CRM is about people… Read More
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What do the current and upcoming changes to Dynamics 365 CE give to our implementations?
What do the current and upcoming changes to Dynamics 365 CE mean to our implementations?
Recently I had to explain the changes – both the upcoming changes and the recent changes – to a prospect who is not a Dynamics 365 user and has limited familiarity with it. While the changes cannot and must not be ignored, they do only affect certain aspects of the product.
If we use the analogy of home renovations, we could describe the changes as follows:
Read More
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Microsoft Dynamics 365 2020 update Wave Two is rapidly approaching – will you be ready?
Microsoft Dynamics 365 2020 update Wave Two is rapidly approaching. What does it entail and will you be ready? The next update to Microsoft Dynamics 365 Online will be here in a few weeks. Between now and it arrives in your production system – which will happen automatically – you have a chance to ensure that it rolls out to your users smoothly. This is a brief overview document with links to Microsoft documentation where you can find more details. What is included in the 2020 Wave Two update? This release includes updates to most of the Dynamics 365 family. However, in… Read More
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How to ensure a fantastic result in your CRM project
How to ensure a fantastic result in your CRM project Getting a poor result in a CRM – or in fact in pretty much any technology – implementation must be pretty easy. After all, a large proportion – up to 85%!! - of projects are deemed to fail. I have written and spoken about his failure rate elsewhere. Getting a fantastic result in your CRM project, however, is also not hard. However, achieving that fantasitc result may require some changes in your thinking and perhaps your plans. The two major parts to the project are the strategy and the implementation. If you want a… Read More
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What is Microsoft PowerPlatform and what is Microsoft Dynamics 365?
What is Microsoft PowerPlatform, what is Microsoft Dynamics 365? And why should you care? Over the past several months, I have seen several people asking about Microsoft PowerPlatform? And asking what is Microsoft Dynamics 365? What is PowerApps? Where does BizApps fit in? And how are they related? I also hear people wanting to know if Microsoft has a CRM product - which it does. I also know that many people are curious about how any of these products will benefit them. To remove some of this confusion, I wrote this blog. If I can help you with your CRM needs,… Read More
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The Mystery of CRM Success - Unpacked
Why Opsis?
Opsis is all about the clarity, security and success of your Microsoft Dynamics 365. 
Hello, I'm Gill Walker, the Principal of Opsis. My committment is your success with Microsoft Dynamics 365.
My knowledge and experience is available to you as education, consulting, training your people and speaking at conferences and other events. I speak and train in person and virtually / online.
I am a Microsoft Certified Trainer (MCT) and the President of NSW chapter of Professional Speakers Australia (PSA). I have been a Professional Member of PSA for several years. I am a Microsoft Certified Professional and I hold the Microsoft Dynamics 365 Sales Functional Consultant Associate, the Microsoft Dynamics 365 Customer Service Functional Consultant Associate and the Microsoft Dynamics 365 / Power Platform Solution Architect awards. I am also a ClickDimensions Certified Consultant.
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Five Fundamentals of a Foolproof CRM StrategyTo download our e-book, "Five Fundamentals of a Foolproof CRM strategy", click on this button: |
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.