CRM Advisory supports decisions on CRM direction, governance and risk
CRM decisions are rarely just technical. they define operating models, decision rights, and long-term delivery risk. Our CRM Advisory service gives leaders an independent, experienced perspective before commitments are made and momentum becomes hard to reverse. We help establish clarity on direction, governance, and risk so that design, implementation, and change efforts reinforce the outcomes you want.
Opsis CRM Advisory gives you clear direction before CRM decisions are locked in
Independent guidance to support better CRM decisions
Microsoft Dynamics 365 and the Power Platform are powerful. They are also complex, interconnected, and increasingly difficult to steer as they scale.
Opsis CRM Advisory helps leaders make clear decisions about CRM direction, governance, and risk. Before complexity becomes entrenched. Before delivery momentum outpaces intent. And when difficult calls must be made under pressure.
Our advisory work is independent of delivery incentives. We focus on decision clarity, outcomes, and sustainability. Not configuration. Not features. Not vendor agendas.
Whether you are starting fresh, scaling rapidly, inheriting a platform built by others, or recovering from earlier decisions, CRM Advisory provides experienced support at the point where leadership judgement matters most.
CRM Health Check
When symptoms are visible, but causes are unclear
A CRM Health Check is the right starting point when something does not feel right, but it is not yet clear where the real issues lie.
This service provides an independent assessment of your Dynamics 365 and Power Platform environment. It looks across governance, delivery, data, usage, and risk to identify what matters most now and what can safely wait.
Health Checks are diagnostic, not prescriptive. They help leaders separate signal from noise and decide what needs attention.
Start With A CRM Health Check Discuss What You Are Seeing
Roadmaps
When direction matters more than speed
Roadmaps are designed for leaders who need clarity on sequence and priorities.
This work focuses on what to do next, what should follow, and what should not be attempted yet. Roadmaps align business outcomes, capability, governance, and technology into a practical sequence that reduces delivery risk and regret.
They are not project plans. They are decision tools.
Decision Support
When the decision cannot wait
Decision Support exists for moments when choices carry disproportionate risk.
This service provides independent judgement to support executive and board-level decisions. It is used when confidence is low, pressure is high, and the consequences of getting it wrong are significant.
Decision Support does not replace accountability. It supports leaders in making difficult calls with a clear view of trade-offs and consequences.
Discuss A Critical Decision Understand How Decision Support Works
Strategy and Governance
Setting direction and decision rights early
CRM Strategy and Governance establishes the foundation for sustainable success.
This work clarifies what success looks like, who makes which decisions, how priorities are set, and how change is governed over time. It reduces ambiguity, prevents fragmentation, and gives leaders confidence that the platform will scale safely.
It is particularly valuable early in a programme or when governance exists but is not working in practice.
Discuss Strategy And Governance
Establishing a Centre of Excellence
Control and confidence as the platform scales
A Centre of Excellence provides the operating model needed to scale Dynamics 365 and the Power Platform without losing coherence or control.
We help organisations design Centres of Excellence that clarify decision rights, establish practical guardrails, and align leaders, delivery teams, and users around shared standards.
Tools support a Centre of Excellence. They do not create it.
Discuss Your Centre Of Excellence
Executive Mentoring
Experienced support for leaders carrying accountability
Executive Mentoring provides senior leaders with a trusted sounding board as they navigate CRM-related decisions.
This is not coaching and not training. It is situational, experience-based support grounded in real delivery, governance, and organisational complexity.
It is particularly valuable for leaders inheriting platforms or stepping into sponsorship roles.
Request A Confidential Conversation See When Mentoring Is Most Valuable
SuccessRM
A structured approach to sustainable CRM success
SuccessRM brings together strategy, governance, delivery, and adoption into a coherent operating approach.
It provides structure without rigidity and clarity without bureaucracy. SuccessRM is often used to align teams, reset expectations, and establish a shared view of what good looks like over time.
It can stand alone or complement other CRM Advisory services.
Explore The SuccessRM Approach See How SuccessRM Is Applied
Not sure where to start?
The right starting point depends on your situation, not a predefined service path.
Some organisations begin with a Health Check. Others need immediate Decision Support. Some are ready for a Roadmap or governance reset.
We will help you choose the right entry point.