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Don’t let COVID-19 derail your CRM project

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The world has changed – almost overnight. Your team, are now working from home - for many people this is a novelty experience and some may be struggling to keep everything on track. Here's three things that you can readily do in our current working environment – which will keep your CRM implementation project on track.

Transcript of 'Don't let COVID-19 derail your CRM project' - for those who prefer to read

The world has changed – almost overnight. Your team, who are likely used to meeting each other face to face on a daily basis, are now working from home - for many people this is a novelty experience and some may be struggling to maintain their focus and keep everything on track.

Here's three things that you can readily do in our current working environment – which will keep your CRM implementation project on track

  • Training - Training can be run virtually, almost as effectively as in-person. COVID-19 is a fantastic opportunity to extend your team's understanding of CRM so they can ensure that your CRM arises more robust than it was at the beginning of this year.
  • Scoping and Solution design – once your team have the broader understanding of what your CRM technology offers to them, and to your organisation, this is a golden time to work together on scoping and solution design. Preceding your scoping with some education about what the technology provides – before it is configured – is hugely valuable. It avoids an agile project morphing into a fragile project – over budget and failing to deliver.
  • Testing – it is surprisingly easy to run testing virtually. Test scripts can easily be shared and people can test from wherever they are.

I hope that these three ideas create opportunities for you to strengthen your CRM.


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.