Gill Walker – CRM Success Catalyst, Speaker, Educator, D365 Project Manager, Microsoft Dynamics 365 Functional Consultant, Solution Architect, Advisor, Trainer, MCT, MVP, DTM

 

For real ROI from your CRM
call us now on

+61 2 82 1234 80

Empowering Your Business with CRM Solutions That Deliver

Unlock CRM Success with Opsis—where strategy meets technology.  We help businesses transform Microsoft Dynamics 365 and Power Platform into powerful tools that drive growth, efficiency, and measurable results.

At Opsis, we help businesses harness the full potential of Microsoft Dynamics 365 and Power Platform. From strategy and solution design to implementation, training, and ongoing support, we ensure your CRM delivers real results.

Led by Gill Walker, the creator of SuccessRM, our services include consulting, project management, change management, and mentoring for CIOs and decision-makers.

Partner with Opsis for a CRM solution that works—efficiently, effectively, and successfully. Let’s build your success together!

Our services include speaking, education, consulting, change management, project management, mentoring, training and support on Microsoft Power Platform, Microsoft Dynamics 365, ClickDimensions and CRM, led by our principal CRM Success Catalyst - Gill Walker.  Gill Walker is the creator of SuccessRM - your blueprint for CRM success

Discover how Opsis can accelerate your CRM success—Contact Us today!

Education

Education

Opsis delivers formal and flexible training for your end users, for your technical team and your leadership team to help with the success of your CRM project

Learn more about Opsis CRM Education & Training

Speaking

Speaking

Gill Walker speaks on business success with CRM, CRM Leadership, Dynamics 365 and techniques to build your business results with your CRM

Learn more about Gill Walker speaking

Advice

Advice

Opsis advice focusses on your CRM success – your results not licence sales or billable hours

Learn more about Opsis CRM advice, support and Consulting

Results

Results

When you invest in an Education-led approach, your CRM results follow your understanding – upwards

Learn how Opsis can help boost your CRM results

Recent Blogs from Opsis

Sunday, June 08, 2025 Gill Walker CRM Blog 0

CRM in the Age of 1984: Are You Building Loyalty—or Big Brother?

Today is the seventy-seventh anniversary of the publication of George Orwell's dystopian novel, 1984.  When Orwell imagined the bleak world of 1984, he wasn’t gazing into a distant sci-fi future—he was holding up a mirror to his present.  The title wasn’t chosen at random; it was a deliberate twist on 1948, the year he penned the novel.  By simply reversing the digits, Orwell delivered a chilling message: the horrors of totalitarian control, mass surveillance, and truth distortion weren’t just possibilities—they were already taking root. 1984 is less prophecy, more warning. And its urgency hasn't faded.

The comparison of modern CRM to Orwell's novel may seem dramatic.  After all, CRM is designed to improve relationships, not control them. But with increasing data collection, automation, and AI, there’s a fine line between customer-centric and customer-surveilled.

Let’s take a look at some Orwellian themes and how they might show up in CRM—along with how to avoid turning your CRM into MiniLuv.

Friday, June 06, 2025 Gill Walker CRM Blog 0

Without High-Quality Data, Your CRM - even with AI - Initiative is Sailing on Choppy Waters

Implementing any Customer Relationship Management (CRM) solution is like setting sail on a ferry across busy waters. The CRM holds the promise of smoother operations, better customer insights, and ultimately, stronger business growth. But without high-quality data, that ferry is navigating treacherous, choppy seas — and no amount of AI-powered technology can stabilise the journey on its own.

Thursday, June 05, 2025 Gill Walker CRM Blog 0

Avoid Costly Surprises: What Microsoft’s New Dynamics 365 Licence Enforcement Means for You

Starting in November 2025, Microsoft will begin blocking user access to Dynamics 365 Finance and Operations apps for users in organisations that using more functionality than they’ve paid for.  Are you sure your team is correctly licenced — or could you be in for a nasty, inconvenient and perhaps costly surprise?

 

 

Sunday, June 01, 2025 Gill Walker CRM Blog 0

Why Analysts Are Backing Microsoft Dynamics 365 Sales as the Future of CRM and AI-Driven Transformation

At this time of year, many Australian organisations are looking to boost next year’s sales or beat this year’s sales achievements.  Many organisations identify problems in these areas and start their CRM journey with a sales project aimed to boost sales revenue or profit.  Automating more of the sales function not only reduces the time spent on manual sales tasks in the future and so increases the time available to work with clients and future clients.  Read on to see why Microsoft Dynamics 365 Sales is seen as the Future of CRM and AI-Driven Transformation by the key analysts.

Organisations see the benefits of moving from point solutions and fragmented application stacks to the integrated solution offered by Microsoft while leveraging the transformative potential of generative AI.  The AI functionality can massively reduce the time taken on manual tasks, so salespeople gain valuable hours each day to work on live opportunities.  Gartner has predicted that by 2026, B2B sales organisations using generative-AI-embedded sales technologies will reduce the amount of time spent on prospecting and customer-meeting preparation by more than 50%!  If you are not adopting a fully integrated suite of products, meeting your customers’ demand for a fully personalised experience across all of their interactions with you, is likely to be a complex and expensive undertaking.

Microsoft Dynamics 365 Sales offers a true, 360° view of your customers and prospects and as part of the Microsoft Dynamics 365 family which also includes Microsoft Dynamics 365 Project Operations, Microsoft Dynamics 365 Field Service, Microsoft Dynamics 365 HR as well as the more well-known Microsoft Dynamics 365 Customer Service, Microsoft Dynamics 365 Customer Insights and Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 Finance and Operations forms part of complete solution for any business.

The Microsoft Dynamics 365 family is a unified platform for marketing, sales, service, finance, project management and HR with AI supporting efficiencies across the organisation.

Saturday, May 10, 2025 Gill Walker CRM Blog 0

The Hidden Cost of Shortcuts: What a 1985 Tragedy Can Teach Us About CRM Design Decisions

worst fire

On this day in 1985, a tragic fire at Bradford City's Valley Parade stadium claimed 56 lives and injured many more. The stadium, over 80 years old at the time, had not kept pace with changing safety standards. A dropped cigarette and accumulated debris beneath the wooden stands turned a small incident into a catastrophe.

It's a sobering reminder—but also an invitation to reflect on our own work.

In CRM projects - as implementers, architects or business analysts - we often make design decisions that may seem minor in the moment. But do we pause to ask:

🔷 Will this still work for users in two years’ time?
🔷 Is this a shortcut today, but a costlier fix tomorrow?
🔷 Do we fully understand the ripple effects of our decisions—for the business, users, and the support team?

The future impact of our choices isn’t always visible - and more often than we want to admit can lead to expensive technical debt in the future. But thoughtful planning, curiosity, and care can help us build solutions that stand the test of time—safely, sustainably, and successfully.

👉 If you’re planning or reviewing a CRM project, now is a great time to pause and ask the bigger questions. I’m always happy to have a conversation if you'd like a sounding board.

A selection of Opsis clients, past and present

Gill Walker helps Phoenix House Youth Services use Dynamics 365 for case management and fundraising  Gill Walker trained key people in Dept of Finance in Configuration of D365 so they can fly solo Gill Walker helped JMA Hardward implement their Prospect CRM Gill Walker provides training for Firebrand's clients Gill Walker joins the Business Aspect team to help them deliver a client's training needs in Dynamics 365 Gill Walker supported LPI within NSW Government with end user training Gill Walker is helping the DA team to get far more value from their Dynamics 365 QTAC engaged Gill Walker for training in Configuration of D365. QTAC wished they had done the training far earlier Gill Walker worked with Arts North West to help them mange their members with Dynamics 365 Gill Walker helps LEDC to maxismise their sales with Dynamics 365, including a custom interface to their quoting tool Gill Walker guided Nexgen to rescue a very poorly done implemen tation of D365 and ClickDimensions. Gill Walke r helped Alzheimers Australia deploy Dynamics 365 to a National Call Centre w a focus on data security Gill Walker is mentoring Community Security Group to manage their volunteers & events w Dynamics 365 Gill Walker helped EziDebit streamline their sales pipeline with Dynamics 365 Gill Walker reviewed and revised on a CRM exam for Brainbench Gill Walker trained key team members at GS1 to enable them to manage their own Dynamics 365 Gill Walker was instrumental in the foundation of a financial planning platform built on Microsoft CRM Gill Walker supports JBW with their Dynamics 365 & is called whenever they have problems Gill Walker ran a workshop for Australian Human Rights Commission to help them work out their future with D365 Powerful Points engaged Gill Walker to run a Health check on their Dynamics 365 Comcare asked Gill Walker to provide a wide range of training for the support team CTO engaged Gill Walker to help out one of their clients with their Dynamics 365 McKenzie Partners engaged Gill Walker & Opsis to create an ordering & invoicing system using Dynamics 365 which saved saved hours of the CFO's week Chi-x benefited from Gill Walker's flexible approach with a Getting Started with Dynamics 365 AIIA brought in Opsis & Gill Walker to help them understand how they could make improvements in their D365 BaptistCare engaged Gill Walker for a training course in Business Intelligence with Dynamics 365 MJH Group worked with Gill Walker for many months to correct their implementation of ClickDimensions Gill Walker & Opsis created a CRM solution to enable Applied Training Solutions to profit from installing solar panels Gill Walker is delivering training remotely across Europe for Proximo3 Gill Walker is part of the GrandMasters team improving the Microsoft exams Gill Walker is delivering training remotely and in person for Training4Dynamics Gill Walker & Opsis enabled Land & Property Information to replace 42 legacy CRMs with Dynamics 365 Gill Walker advised a GuidePoint client about the opportunity to develop a Marketing Automation solution for Dynamics 365 Gill Walker & Opsis enabled Avnet to move Dynamics 365 from a glor ified rolodex to a true time - saver

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.