Is Your CRM Giving Maximum Value?
42 Ways to Enhance CRM and Get Better Business Results

Harness the power of your CRM by tailoring it to your organisation and your needs.  These popular enhancements can make your Dynamics 365 work harder - and you don't need a team of programmers to implement them!
Have you thought about how you can benefit from CRM by:
  • rearranging forms to match your key data and your data entry processes?
  • setting and tracking KPIs on custom CRM dashboards?
  • modifying or building new reports to suit your needs?
  • automating exception reporting?
  • building a knowledgebase so your team can service customers?
  • creating quotations, orders and invoices instantaneously from templates?
Explore these options and more in this comprehensive White Paper.  Download it today!
Gill's knowledge of the Microsoft CRM product was excellent and her recommendations allowed us to come up with practical ways of adapting the product to meet our unique requirements.

Wal Williams - Sales Manager - Ico
Gill Walker heads up Opsis, a boutique consultancy which helps organisations of all sizes realise the benefits of Microsoft Dynamics 365.  She has fifteen years of experience implementing CRM solutions based on Dynamics 365 for small business, corporates, charities and public sector.  She is passionate about delivering good value and real results.