Gill Walker – CRM Success Catalyst, Speaker, Educator, D365 Project Manager, Microsoft Dynamics 365 Functional Consultant, Solution Architect, Advisor, Trainer, MCT, MVP, DTM

 

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Introduction to Automation of Microsoft Dynamics 365

Gill Walker training introduction automation of microsoft dynamics 365

Beyond Configuration (no-code customisation) of Microsoft Dynamics 365, user adoption can be improved further by making each user’s job easier through automating some of their frequently repeated tasks.

This one-day course is an overview of the options available to automate Microsoft Dynamics 365 without using code. This course focusses on the design of the process so the participants leave knowing why each technique adds value, and when it is appropriate, when it is not so appropriate, as well as how to use each technique.

This course covers the benefits and the reasons to use Power Automate, Real-Time Workflows, and Business Process Flows in Microsoft Dynamics 365 to make your Microsoft Dynamics 365 easier for your users every day.

Microsoft Dynamics 365 Automation is a valuable skill to have if you are, or want to be, a Microsoft Dynamics 365 Project Manager, Microsoft Dynamics 365 Business Analyst, or a Microsoft Dynamics 365 Solution Architect. 

Automation of Microsoft Dynamics 365At the end of this course, you will have:

  • An understanding of the automation options available in Microsoft Dynamics 365
  • The ability to use workflows to do work for you
  • Automation of email to speed up frequently used communication
  • Using Business Process Flows to guide users through data entry
  • An understanding of how to monitor the processes running in Microsoft Dynamics 365

This one-day course is perfect for people who want to maximise their Microsoft Dynamics 365 and make using Dynamics 365 as easy as possible for their users.

Target Audience for Automation in Microsoft Dynamics 365

  • People wanting to improve the user experience by automating some of their business processes
  • Microsoft Dynamics 365 Project Managers, Microsoft Dynamics 365 Business Analysts, and Microsoft Dynamics 365 Solution Architects

Course Prerequisites for Automation in Microsoft Dynamics 365

Participants on the Automation course should be very comfortable with configuring Microsoft Dynamics 365 (equivalent to the skills gained on Configuration of Microsoft Dynamics 365) and the breadth of functionality available in Microsoft Dynamics 365.

Course Length

One day

 

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Why Opsis - for your CRM success?

Opsis is all about the simplicity, security and success of your CRM with Microsoft Dynamics 365 and Power Platform. 

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

Hello, I'm Gill Walker, the Principal CRM Success Catalyst at Opsis and creator of SuccessRM - your blueprint for CRM success.  My commitment is your success with Microsoft Dynamics 365 and Microsoft Power Platform. 
CRM success delivers business success.

My knowledge and experience are available to you, however you need it.

I am:

  • a speaker at conferences and networking events
  • 2023 Business Applications MVP (Microsoft Most Valuable Professional)
  • a Microsoft Certified Trainer (MCT)
  • a Microsoft Certified Professional with many awards including
    • Microsoft Dynamics 365 Sales Functional Consultant Associate
    • Microsoft Dynamics 365 Customer Service Functional Consultant Associate
    • Microsoft Dynamics 365 Power Platform App Maker Associate
    • Microsoft Dynamics 365 / Power Platform Solution Architect.
  • a ClickDimensions Certified Consultant
  • the Influential Business Woman of the Year 2021 Educator of the Year
  • the Influential Business Woman of the Year 2022 Most Trusted CRM Consultant
  • the Influential Business Woman of the Year 2023 Most Trusted CRM Consultant
  • Thinkers360 Thought Leader and Influencer for CRM
  • Toastmaster since 2012 and DTM (Distinguished Toastmaster) since 2020
  • Longtime member and 2021 Chapter President of Professional Speakers Australia (NSW). 
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Opsis is an expert Microsoft Dynamics 365, Microsoft Power Platform and CRM strategy consulting company. Our focus is your CRM success, with Microsoft Dynamics 365 / Microsoft Power Platform or any CRM technology - 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.  Gill is the creator of SuccessRM - your blueprint for CRM success.  We offer:

  • Strategy for your successful CRM
  • Microsoft Dynamics 365 and Power Platform
    • scoping
    • implementation
    • technical support
    • training
    • consulting, advice and guidance
    • assistance with your centre of excellence
  • Mentoring for CIOs and other decision makers tasked with implementing CRM.