CRM Strategy & Advisory for Dynamics 365 and Power Platform

CRM Clarity for leaders who cannot afford complexity

Opsis helps executives, CRM leaders, and organisations in transition turn CRM into a business capability through strategic and advisory support for Dynamics 365 and Power Platform — strengthening decision-making, governance, and measurable outcomes across advisory, enablement, training, and leadership insight.

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Why CRM initiatives struggle

Across organisations and sectors, a clear pattern emerges. CRM outcomes are shaped far more by decision quality and governance than by the underlying technology.

We see organisations where:

CRM interface shown without clear direction, illustrating initiatives that lack defined outcomes.

CRM is a system of record, not a system for decision-making

Team working in a busy delivery environment, representing CRM implementations driven by features rather than business outcomes.

Features have been implemented without shared business outcomes

Leaders reviewing issues after problems have emerged, illustrating governance introduced too late in a CRM programme.

Governance came too late — or not at all

Team struggling to make progress together, representing CRM initiatives slowed by unclear ownership and limited capability.

Users have disengaged because confidence and capability were never built

Who We Help

Executives & Boards

We help leaders make confident CRM decisions that support growth, risk management, and long-term outcomes.

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Clarity, confidence, decision readiness

CRM & Program Leaders

We support those responsible for delivery, adoption, and value — bringing structure, clarity, and practical guidance.

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Direction, delivery, leadership cover

Organisations in Transition

We bring stability and direction when organisations are scaling, restructuring, or recovering stalled CRM programs.

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Stability, momentum, value realisation

How We Work

Outcome-led. Decision-driven. Built to last. Opsis does not sell software or run large implementations. We focus on the decisions that make CRM succeed — and the capability that keeps it working long after we leave.

Define Outcomes

Clear business objectives before configuration, training, or rollout.

Strategy first. People always.

We focus on the decisions and capability that make CRM succeed.

Design Governance

Practical guardrails that enable progress without slowing teams down.

Enable Decisions

Insight leaders can act on — not dashboards built for show.

Microsoft Dynamics 365 & Power Platform

Purposeful use of Microsoft Dynamics 365 and Power Platform to support real business outcomes — not technology for its own sake.

Embed capability

Training, coaching, and enablement that build confidence, not dependency

How We Help

CRM Strategy & Design

We define success, how it’s measured, and the decisions that matter—before technology choices lock you in.

Executive Advisory & Governance

We help leaders make clear CRM decisions, with governance and accountability that enable progress—not friction.

CRM Project Rescue & Remediation

When delivery drifts or confidence drops, we diagnose, stabilise, and reset CRM programs with a clear path forward.

Capability Building & Training

We build lasting CRM capability through practical training and coaching—so adoption sticks without dependency.

Speaking & Thought Leadership

In addition to advisory and delivery support, Gill Walker speaks to executive, leadership, and practitioner audiences on CRM strategy, decision quality, governance, and adoption.

Speaking engagements are often used to: