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ExpertAssist - Fast solutions for your Microsoft Dynamics 365 challenges

CRM projects can be complex.  The concepts are simple, but the reality is much harder.  Each implementation is unique, tailored to your business and your needs. CRM can be like chess - simple to learn but a lifetime to master. CRM projects can be like chess - simple to learn but a lifetime to master

And not all CRM implementations are as straightforward as they could have been - for a variety of reasons. So if something's not running smoothly, it can be hard to pinpoint the issue.

ExpertAssist can be used for specific problem solving, or for ongoing CRM mentoring while you build your own solution.

CRM projects can seem like the little girl - "When she was good, she was very very good. But when she was bad she was horrid".

Dynamics 365 projects might not have curls or foreheads, but they can still easily seem like Henry Longfellow's little girl - "When she was good, she was very good indeed. But when she was bad she was horrid".

An implementation of Microsoft Dynamics 365 (like all similar technologies) requires a range of activities to happen, including workshops, software tailoring, data analysis and training.  To provide all of these activities involves a range of skills - problem solving, communication, faciitation, solution design, training, data migration, and software configuration skills.  So, it is hardly surprising that sometimes something slips.

When this happens, it can take a long time to figure out which piece went wrong, or why something is not working as expected.  You can either take the time to find the problem yourself and hope that you, or one of your team, have the skills to fix it, or you can call on ExpertAssist to work with you and find the problem, usually in a fraction of the time.  And because Opsis' consultants have already worked on many hundreds of projects, it is highly likely that they can pinpoint the fix for you as well.

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Opsis' ExpertAssist - help and advice with challenging CRM questions and CRM problems with Microsoft Dynamics 365  

Opsis' ExpertAssist is a great way to get guidance from a CRM expert who has years of experience solving problems just like these, when you're not sure where to start.

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ExpertAssist gives you and your team a half day or a full day session with our Lead D365 Consultant, Gill Walker, where you set the agenda.

  • If you want to review your Dynamics 365 CRM implementation and how it aligns with your strategy and goals, Gill can do that for you.
  • If you want a second opinion, either because you believe that Dynamics 365 should or could be delivering more, or you want to reassured that your implementation is as good as it can be, or that it is lacking, Gill can do that.
  • If you have issues in one part of your business with configuring specific forms or getting processes to work as you want, Gill will look at those.
  • You may want to do practical hands-on exploration of data querying and reporting options
  • Or you may want Dynamics 365 mentoring while you develop your own solution.

You might even want a mix of all the above!

Whatever you want, Gill will use her decades of CRM experience to solve your problems.  She'll do it on the spot wherever possible.  Alternatively, you may get guidance on a direction to take, or there may be an issue to investigate and follow up on.  Whatever it takes.  That's the ExpertAssist motto!

If you haven't worked with Opsis before, ExpertAssist is an ideal way to meet us and get immediate benefit from our experience and understanding of CRM.

We also have clients who have run a series of ExpertAssist sessions for different parts of the business to reinforce earlier training on Dynamics 365, or support the team on how to handle new business needs or scenarios which have arisen since CRM was first implemented.

If you'd like some ExpertAssist Dynamics 365 advice to help tackle some of your CRM challenges, contact Opsis today!

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Gill has written a story about the seven challenges of DIY CRM - read it here.




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Getting in touch with us is easy - we'd love to hear from you

Phone: +61(2) 8212 3480

Email: opsisinfo(at)opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,
Pymble, NSW 2073

Training your users

Training is a vital part of your Microsoft Dynamics 365 project - so you need to get it right.  It might even be the key part of your user adoption and hence project success.

Opsis end-user training is tailored to your solution, your processes, your data and your needs. Opsis Dynamics 365 end-user training shows your people how to fulfil their roles using your solution. Training based on your solution, your processes,your data means that the learning transfers directly into your workplace.

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We also offer public courses for technical and business team members.

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Work your CRM, not your team!

This white paper explains 42 common enhancements Opsis clients use to get more from Dynamics 365.

How many of them could improve your processes and your results?

Click here to download 42 ways whitepaper

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.