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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Master the Art of Configuring Dynamics 365—No Code Required!

Want to make Dynamics 365 work your way without diving into code? Our Configuration of Dynamics 365 training gives you the power to tailor the system to fit your business—all through point-and-click customisation. 

Gill Walker uses the idea of small changes in house renovation when teaching configuration of Dynamics 365 and Power PlatformConfiguration of Microsoft Dynamics 365 makes it perfectly fit your business. It is that layer that makes it work for your process and your users – just like this house has been improved for current owners. The changes are subtle but make all the difference.

What You'll Learn:

✅ Fine-tune forms, views, and dashboards for efficiency
✅ Create custom tables, fields and option sets
✅ Automate processes with workflows and business rules — no developer needed!
✅ Secure your data with role-based access controls
✅ Best practices to ensure smooth adoption and scalability

Who Should Attend?

This course is perfect for

  • system administrators,
  • power users, and
  • anyone responsible for keeping Dynamics 365 running like a well-oiled machine.

Course Length of Configuration of Microsoft Dynamics 365 and Power Platform

Four days

Gill Walker Configuration of Dynamics 365

Why Choose Opsis Training?

We don’t just teach—you learn by doing. Our hands-on approach ensures you leave with practical skills that you can apply immediately.

🚀 Ready to configure with confidence? Chat with us today!

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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.