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starting out with Dynamics 365Starting out with Microsoft Dynamics 365

The first steps of your Microsoft Dynamics 365 journey can be daunting.  Here's one key piece of advice:

Put your business before the technology BUT play to the strengths of your technology.

CRM - customer relationship management - means different things to different people.  There are hundreds, if not thousands, of different CRM 'solutions' available - so, unless you have some idea of what you want, there's no way you can create the right solution for you and your organisation.  Scoping your project requirements is a vital first step.

Questions you may want to ask include:

  • Why do we want a CRM solution?
  • What problems are we hoping to solve?
  • How will we know our implementation is successful?
  • Who will use the system?  How many people? What departments or job roles?
  • Will all users want the same thing from the solution, or will different people use it differently?

If you are ready to commit to a Microsoft Dynamics 365 project

start with a Scoping Workshop which will enable you to answer these questions and more, then you know what is important in your Microsoft Dynamics 365 project.

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If you're still researching

check out our blog. The following articles are especially useful when starting:

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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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Want more sales?

Find out about 5 features of Microsoft Dynamics 365 to help sales managers coach their teams and achieve excellence.

Download Sales Excellence


 Choosing between Microsoft Dynamics 365 online and on premise?

Find out about the key features of Microsoft Dynamics 365 that you should understand before selecting Microsoft Dynamics 365 Online or Microsoft Dynamics 365 On Premise.

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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.