CRM Success Catalyst

CRM Success Catalyst - Gill Walker

 

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Business Intelligence with Microsoft Dynamics 365

 Business Intelligence with Dynamics 365

Microsoft Dynamics 365 has powerful functionality to search, visualise and structure your data into meaningful information.  Many people fail to take advantage of this.

There is little point in investing time and effort in making Microsoft Dynamics 365 work for your users, then spending weeks getting them to use the solution that you have designed and provided to make their life easier if you are not able to get the information out in ways that are meaningful for you and them.  This two-day course (also available as two one-day courses) will show you the plethora of ways that you can use or extract the information from your Microsoft Dynamics 365.

This course does not include coding and does not cover Power BI or any of the myriad of third party solutions that can aid with Business Intelligence from Microsoft Dynamics 365.


Business Intelligence with Dynamics 365

At the end of this course, you will have:

  • The ability to find records in Microsoft Dynamics 365
  • An understanding of how to create simple reports
  • The skills to visualise your data using charts and dashboards
  • The ability to manage targets, goals and KPIs within Microsoft Dynamics 365
  • An understanding of the ways to create documents from Microsoft Dynamics 365
  • The capacity to design more advanced reports using SSRS

Target Audience for Business Intelligence with Microsoft Dynamics 365

  • People wanting to improve the ability to manage their business using information from within Microsoft Dynamics 365
  • Business Analysts who are keen to maximise the use of the data within Microsoft Dynamics 365 for their users 
  • Managers and Business Decision Makers who want to understand the potential of Business Intelligence using Microsoft Dynamics 365

Course prerequisites for Business Intelligence with Microsoft Dynamics 365

A general appreciation of the functionality in Microsoft Dynamics 365 and some understanding of the data structure of Microsoft Dynamics 365. 

Course length

Two days

 

The Mystery of CRM Success - Unpacked

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Why Opsis?

Opsis is all about the clarity, security, and success of your Microsoft Dynamics 365. 

Gill Walker - Dynamics 365 trainer (MCT) and CRM Success Catalyst

Hello, I'm Gill Walker, the Principal of Opsis.  My commitment is your success with Microsoft Dynamics 365.

My knowledge and experience are available to you through education, consulting, training your team, 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 the 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 implementation strategy by Gill Walker

Five Fundamentals of a Foolproof CRM Strategy

To download our e-book, "Five Fundamentals of a Foolproof CRM strategy", click on this button: