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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Birthday Cakes and Extensions - an approach to projects that uses every day life ideas

In "Birthday Cakes and Extensions", a discussion between Gill Walker and Deb Coviello - the drop-in CEO, they talk about an approach to software implementation that takes ideas from every day life and uses them to make your software implementation easier, quicker, and cheaper than many projects are today.  Click on the button below to listen to our conversation.

Gill Walker interview with Deborah Coviello of The Drop in CEO


Listen to the podcast here
"Birthday Cakes and Extensions"

Gill uses the analogy of a birthday cake, and the options that you select to personalise it, to highlight how some changes to the standard functonality of a CRM technology, may sound good, but are simply not sensible, practical or cost effective for your project.  Identifying these changes can save you lots of time and potentially thousands of dollars - in implementation time and ongoing support.  There is always a choice between putting the intelligence of a solution into the system or into the users.  However, a technology like Microsoft Dynamics 365 is used by thousands of organisations, so it does largely have workflows which work.  If you find yourself having to make major changes to how the systems work, perhaps you should ask why your business, or your business processes need to be so different from ones which largely work for thousands of other organisations.

None of us were born knowing how to use a CRM, or any other technology.  Perhaps, rather than bending and twisting Dynamics 365, providing your users with training that shows them both the processes and why they are designed in the way that they are would give you a better solution and fewer problems later on.

If you would like to talk to Gill about her supporting you or your organisation, or speaking at your event, please contact us via This email address is being protected from spambots. You need JavaScript enabled to view it. or arrange a coffee catch up with Gill here .

Gill Walker's showreel QR code

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.