CRM Success Catalyst

CRM Success Catalyst - Gill Walker


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Training for all technical and business users of Microsoft Dynamics 365

Technical Microsoft Dynamics 365 training with Gill Walker from Opsis

Opsis is Sydney's only dedicated Microsoft Dynamics 365 Training (and Dynamics CRM Training) provider. Training with Opsis is:

  • Flexible
  • Friendly
  • Focussed

When you arrange your Microsoft Dynamics 365 training through Opsis, your trainer will be a Microsoft Certified Trainer who is also a real-life CRM consultant. And a CRM consultant who has seen the good, the bad, and the ugly of Dynamics 365 implementation projects. Our training material reflects this experience. At Opsis, we develop our own training materials, which are very hands-on and focus on the reasons for using specific functionality or techniques - the why as well as the how. While our training will undoubtedly help you towards Microsoft Dynamics 365 exams, our material is not written just to get you through certifications. Opsis' Dynamics 365 training materials are written to help you in the real world of using and implementing Microsoft Dynamics 365.

Opsis training will challenge your thinking as well as build your Dynamics 365 skills.

Over the past decade, Opsis has provided Dynamics 365 and Microsoft CRM training to well over one hundred organisations, in Sydney and up and down the eastern seaboard of Australia.

In this video, Chris Jack - QTAC's Customer Experience Manager - explains how had QTAC done the training prior to commencing their project, they would have saved money AND got a better solution.

Training belongs throughout your CRM project. The correct Dynamics 365 training ensures that you get the best design for your project, so the resulting CRM does support your users as they are doing their jobs, rather than CRM becoming an overhead. Then, once you are live with the solution, the training ensures that your users are confident to use the new CRM solution.

Because at Opsis, we specialise in maximising your Microsoft Dynamics 365. YOU do get the most of your Dynamics 365 project and can create your independence, your ability to manage most, if not all, of your Dynamics 365 yourselves.

Our training is NOT for those who want to take home a manual that just collects dust or want to do a course, then never uses the information again.

When you participate in an Opsis Dynamics 365 education course, you leave with practical and specific techniques that ARE functional in the business world and are relevant to everyday practices.

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There are three different types of training that should form part of your CRM implementation projects:

As well as these three, there is top-up training, which can allow users to extend their skills; or can bring new users up to speed. This works especially well as social learning - lunch'n'learn, breakfasts, or with a cheese and wine event in the late afternoon.

If you would like your end users to receive training from one of your team, and want to ensure that these people are confident to train users with all learning styles and in all roles, we can offer you our Train the Dynamics 365 Trainer service.

To find out more about the Dynamics 365 training that we can provide, and how each course will add value to your project, download the Opsis Training Courses overview document:


Each of these types of training has its place in a well-structured Dynamics 365 project.

All Opsis courses are applicable to Microsoft Dynamics 365 Online and Microsoft Dynamics 365 on-premise or partner-hosted.

Opsis offers a range of Dynamics 365 courses to meet your training needs at every stage of your CRM implementation and afterward. We offer both scheduled training courses, open to everyone, and private training courses, usually run at your premises and only open to your people.

Subject Matter Expert Dynamics 365 Training

Subject Matter Expert Training for Dynamics 365Subject Matter Expert training forms part of the scoping of a successful CRM project. This training covers the standard functionality that your technology provides and helps your subject matter experts - SMEs - (the people who really know how your business operates and therefore what your CRM solution should deliver by way of supporting your service of customers and the reports to enable you to run the business better) work with your technical team to get the best "bang for your buck" from the solution design.

By understanding the functionality that your selected technology delivers before any changes (customisation or configuration) are done, you can select the functionality that you require for your business processes logically and wisely. You can choose the low-hanging fruit, so you can deliver value to your users far more rapidly. The investment (both money and time) made into this training will be repaid many times over by your more effective project.



Technical Dynamics 365 Training

Technical Training on Dynamics 365 CRM technologies can be described as taking a minute to learn but a lifetime to master. All true CRM technologies are large solutions and comprise many different ways to configure, customise and manage them. Any requirement can usually be solved in multiple ways - some are better than others. Ensuring that the people doing your implementation have the breadth of knowledge to evaluate the range of possible solutions and select and then implement the best solution, requires that your technical team members have a broad range of technical knowledge. Without this, you run this risk of every problem 'turning into the nail because you have a hammer'. In other words, all problems are solved using a small range of the options available because the other solutions were not known about.



End-User Dynamics 365 Training

End user Dynamics 365 training from OpsisEnd-User Dynamics 365 training is your passport to user adoption. Lack of user adoption is one of the biggest causes of purported CRM project failure. Yet end-user training is so often overlooked, forgotten, or cancelled. End-user training should focus on the tasks that your users do, or will do, using Dynamics 365. Doing end-user training this way means your users see how Dynamics 365 will support them in their role going forward. End-users should not be asked to make the leap from their training to the real world - their training should be immediately applicable to their world.

End-user training should be done using your data and your processes. It can never be successful using a standard or sample system.

Users who are able to use your Dynamics 365 confidently, because they see how it will make their job easier and so feel positive about it, will readily adopt the solution. This will give you your return on investment for your Dynamics 365 project.



Train the CRM Trainer

Train the Dynamics 365 Trainer training from OpsisTrain the Trainer for Dynamics 365 is a great option for larger organisations who want to train a larger number of users in the use of new or improved CRM functionality. When you use Opsis' Train the CRM trainer service, one of our experienced trainers works with your selected trainers - typically your power users - and shows them how to pass on their knowledge about using CRM to your users.

Your trainers will be prepared to deliver classroom training, as well as "sitting with Nellie" style training. They will learn how to teach their participants not just the how of using your CRM, but the very important, why. Your trainers will learn about the different styles of adult learning, how to identify those styles and how to ensure that all styles can learn in a mixed group.

As well as learning how to deliver training, your trainers will learn how to develop training materials. They will learn about knowledge transfer and how to ensure that their material does teach your other participants how to use your Dynamics 365 solution.



Scheduled Dynamics 365 Training

Scheduled Dynamics 365 training from OpsisOpsis runs a range of Dynamics 365 training courses for both subject matter experts or business users and for more technical people, at a central location in Sydney. Scheduled training is great when you have only a couple of people who need a course at any time. These dates are shown on our training schedule.



Bespoke Dynamics 365 Training

Bespoke Dynamics 365 training from OpsisIf the dates or locations of our scheduled training courses do not suit your team, then we can run these courses at your location. Bespoke Dynamics 365 training gives you more flexibility and is both convenient and of good value if you have four or more people for any course. We are very happy to travel to locations outside of Sydney to bring our training to you. We deliver training in Melbourne, Brisbane, Canberra, anywhere in between, and further afield when required.