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Opsis improves D365 success, usage and return on investment

Opsis provides Education: speaking, training, mentoring 
troubleshooting, consulting, and support: online & in person

 

Gill Walker speaking CRM topics               Gill Walker Dynamics 365 training

 

Gill Walker of Opsis will unpack the mystery of CRM Success for you. Gill shows you why CRM projects can be made so complicated and give you the key aspects to include in your CRM project planning. She explains who are the people whom you need on your CRM bus, why scoping is so important - even in this world of agile - and how to ensure that you include all the necessary education. Without a doubt, this improves your CRM usage and hence your return on investment - and return on effort.

If you would like to boost your CRM Success, call us today on 02 82 1234 80.

Do you see that you are not getting as much return from your Microsoft Dynamics 365 as you expected? If this is you, contact Opsis - Gill is always happy to help.

Opsis solves complex problems within Microsoft Dynamics 365 CE and ClickDimensions, challenges which often lead to user adoption issues. If you are a decision-maker tasked with making CRM successful, Gill will help. Gill Walker is a trainer, speaker, consultant, project manager & vendor manager with deep expertise in Microsoft Dynamics 365.

While we have plenty of success stories from working with our clients to streamline business processes and reduce their costs with customer engagement projects - we have been part of over 200 successful CRM projects, from the birth of Microsoft CRM in 2003 until PowerPlatform today - our real strength is in our Education - training, speaking, mentoring - troubleshooting and problem-solving services. Everything we do is to help you get more success.

Latest blog posts by Gill Walker

  • Overview of PL 200

    Overview of PL 200

    Overview of PL 200 PL - 200 - Microsoft's Power Platform Functional Consultant exam is the platform on which many of the other Dynamics 365 CE functional Consultant exams are built on. What does PL-200 cover, and should you think about working towards it and passing the exam? In this overview video, Gill Walker introduces the high level topics of PL-200 and demonstrates how to succeed in some sample exam questions. This video covers:

    Read More
  • Seven Critical Questions to Save your CRM Project

    Seven Critical Questions to Save your CRM Project

    Seven Critical Questions to Save your CRM Project What goals do we need CRM to achieve for us – in the next month or so and in the longer term? What challenges in the business will be solved by the CRM project? Where, within the overall scope of the project, are the ‘quick wins’ or the ‘low hanging fruit’? What skills do we require to get from where we are to where want to be - that we do not have? Unexpectedly missing skills can be caused either by significant scope changes or team members leaving the project. From where will be

    Read More
  • The lesson from a newsworthy accident in your CRM project

    The lesson from a newsworthy accident in your CRM project

    This accident in the Tour de France has important lessons for people planning or implementing a CRM project. Last Saturday, during the first stage of the 2021 Tour de France, an apparently simple mistake caused one of the biggest accidents in the history of the Tour.  A spectator caused the entire peloton to crash, and to tumble over each other. What can an accident in the Tour de France teach us as owners, planners, or implementers of CRM solutions? Let me tell you.

    Read More
  • How to conduct a successful CRM project?

    How to conduct a successful CRM project?

    How to conduct a successful CRM project? Too many people and organisations embark on a CRM implementation project with little or no understanding about how to conduct a successful CRM project. This approach is not unlike driving a car with little (or no) visibility - like the car here. Would you drive a car like this? Is this how you drive your CRM implementation projects? I have seen a car similar to the one illustrated above, being driven onto the freeway!! - when I worked in the United States in 1991.  However, I have seen many CRM projects, in countries all round

    Read More
  • Seven questions to help you select the ideal CRM implementation partner

    Seven questions to help you select the ideal CRM implementation partner

    Seven questions to help you select the ideal CRM implementation partner Getting a CRM partner on board is as crucial as (if not more than) choosing your CRM solution. The impact of failed implementations manifests in your business processes, people, and data. When CRM projects fail, it has less to do with the CRM solution itself. The fault usually lies somewhere in the implementation. Choosing a CRM partner is not as simple as settling with the lowest bidder, pointing them to their desk, and hoping for the best. When purchasing something of value, it is always best practice for you

    Read More
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A selection of Opsis clients, past and present

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