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Opsis are specialist CRM consultants - it's all we do, so we do it well!

We can assist with all aspects of your CRM journey, from strategy, planning, licensing and implementation to configuration, training and technical support.

CRM services from Opsis


CRM Project Scoping Workshop

Your key business executives and Subject Matter Experts meet with Opsis to define the business issues your CRM project should address. This is business-focused.  We look at what you want to achieve with CRM and what is stopping that currently. After the workshop you receive an Action Plan showing you how to achieve success with your CRM project.

More about the scoping workshop


'Guide Me Guru' Free Trial of MS Dynamics CRM

Microsoft offer a 30 day free trial of CRM, but if you don't know what you're doing, that's not enough! Opsis will support a trial with an initial phone call, and a call during your final week, bi-weekly emails including common installation issues, FAQs, actions to explore and more. We are also available for troubleshooting phone calls as part of the service.

More about Guide Me Guru


CRM ExpertAssist

A full or half-day session for your CRM team to talk to our Lead Business Consultant, Gill Walker, who will look at any problems or issues you have with your CRM. Immediate answers where possible, or within 2-5 days. Great way to assess our expertise or to start getting guidance if you know you have problems but can't pinpoint them clearly.

More about ExpertAssist


CRM HealthCheck

If your CRM has been in place for a while, it may need review. Your needs or processes may have changed, you may have more or different data, you may want new reports, your staff may not know how to use it properly, a new version may offer better functionality. Opsis take a look at your CRM and make recommendations to improve results most effectively.

More about CRM Healthcheck


Upgrade Readiness Workshop

Have a 'test upgrade' of your system to identify potential failure points. You also get a half-day review covering new functionality, new interface, how any customisations will be affected by the upgrade etc.

More about Upgrade Readiness



OzcloudCRM combines the best of cloud and the best of on-premise - all in a secure Australian data centre.

More about OzcloudCRM


Custom Projects

Scoping workshops, Upgrade Workshops and CRM Healthchecks often identify areas where more assistance is needed. Most commonly we conduct CRM implementation projects, CRM upgrade projects and CRM functionality enhancement projects.  Projects are customised to each client's needs and are generally quoted on a fixed project price model.

Contact us to discuss your CRM project


Integration with Financial Systems

Ensures that you are able to work with one set of information in both CRM and your accounting solution - no rekeying required. Customers flow from CRM and relevant payment information can be seen in CRM.

We are experienced in integrating MYOB, Xero and Microsoft Great Plains with Microsoft Dynamics CRM. 

Ask us about your integration needs



CRM Training from Opsis


Subject Matter Expert Training

Opsis recommend subject matter expert training in advance of or during project scoping.  This means the business understands what the Microsoft software solution has to offer and can see how that might assist with their needs. Participation is highly recommended for your key SMEs.  Public and private training is offered.

Range of SME training courses


Technical Training

Ideal for your internal technical team, maybe to prepare for a project or to help support an existing CRM solution. Ensures that key people understand how CRM should be administered or configured to most quickly and cost effectively meet your business requirements.

Range of technical training courses


End User Training

Customised to your CRM solution and to the tasks and needs of your specific user groups. Full customised documentation included as well.

More about end-user training


CRM Software Solutions and Licences from Opsis


Microsoft Dynamics CRM

The second-fastest growing CRM solution globally, Microsoft Dynamics CRM is powerful and flexible.  It is available in both SaaS (cloud-based) and on-premise versions, with substantially similar functionality.  There are also a range of licencing options dependent on your needs. 

Please contact Opsis for more information.



The most powerful marketing Add-On for MS CRM, enabling web data capture, lead scoring, email marketing, marketing automation and more.

More about ClickDimensions



Integrate your Phone System with MS CRM.

Ask Opsis about Cytrack


Opsis Add-Ons

Our suite of Add-Ons for Microsoft Dynamics CRM quickly and smoothly enable some of the commoner business functions which are not configurable out of the box.


Recurring Orders

Manage repeat orders (service contracts, subscriptions etc) easily and automatically


Sales Tax Calculator

Automate management of different sales tax (GST) requirements for specific products or for customers overseas


Address Manager

Simplify maintenance of correct address records in CRM across Account, Contact, Order, Invoice etc


Working Time for Workflow

Enables your system to assign tasks to times in working hours only rather than just 'x days from now'


Price List Manager

Manage and maintain multiple price lists easily. Eg customer-specific discount levels, changes due to currency fluctuations etc


Projects from CRM

Easy integration / duplication of data from MS CRM to MS Project Server


Repeat Phone Call Manager

Easy tracking of the time and effort in unanswered calls. Great for call centres / telemarketing teams etc who need to track this work

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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.