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Is Your CRM Holding You Back?

Our Dynamics 365 Health Check Will Fix That

Business leader overlooking a city skyline with raised arms, symbolising breaking free from limitations after a successful CRM health check.

An independent CRM Health Check gives leaders clear, objective insight into the health of their Dynamics 365 or Power Platform environment.  But when delivery risk, governance gaps, or adoption issues appear, the real question becomes: how much is your CRM holding you back?  The Opsis health check identifies where scope, data, or outcomes have deviated from expected, with practical recommendations on what to fix, what to stabilise, and what to leave alone.

Your CRM should be working for you — not against you.

When your system is built on Microsoft Dynamics 365 or Power Platform, slow performance, clunky processes, and data headaches aren’t just frustrating — they’re costly.

A Dynamics 365 Health Check is a comprehensive audit of your CRM environment, designed to uncover inefficiencies, security risks, and missed opportunities before they become major problems.

If this sounds familiar, a CRM Health Check provides fast, independent clarity.

Why a Health Check?

Visual representation of a step-by-step business health check process, showing staged improvements leading to greater value.

Even the best CRM systems go off course over time.

Bad habits creep in.  Customisations pile up. Users find workarounds instead of working with the system.

  • Identify inefficiencies
    Are outdated workflows, automations, or customisations slowing your team down?
  • Improve user adoption
    If your users are frustrated or underutilising Dynamics 365, we uncover why.
  • Optimise performance
    Speed up response times and ensure integrations are working as they should.
  • Strengthen security & governance
    Fix access issues and reduce risk before they become compliance problems.
  • Reduce unnecessary costs
    Unused licences, redundant components, & inefficient processes add up.

This is a full system check-up — without the disruption.

A short, independent engagement designed to give leaders clarity before further commitments are made.

How the Opsis Health Check Works

Consultant explaining how a business health check identifies inefficiencies, improves adoption, and optimises performance.

  • System Configuration
    Does your setup support your current business and align with Microsoft and industry best practices?
  • Data Quality
    Duplicate records, missing fields, outdated or unreliable data.
  • User Adoption & Training
    Are users confident and productive — or avoiding the system?
  • Security & Compliance
    Ensuring the right people have access to the right data and the wrong people do not.
  • Performance & Integrations
    Making sure Dynamics 365 works seamlessly with your wider technology stack.

What You Get

Advisor presenting a structured health check framework to leadership, explaining system configuration, performance, and security.

  • What’s working well
  • What needs urgent attention
  • Quick wins you can implement immediately
  • Strategic recommendations for long-term improvement

Let’s Get Your CRM Back on Track

Executive reviewing a business health check report highlighting what is working, issues requiring attention, and recommended next steps.

Don’t let a struggling Dynamics 365 system hold your business back.

A Health Check is the first step towards a CRM that’s faster, cleaner, safer — and actually supports the way your business works.

When should you choose a CRM Health Check

Advisor presenting a comparison of health checks, roadmaps, and decision support to senior leaders.

Choose a CRM Health Check when something does not feel right, but you are not yet sure why.  If the assessment shows that the challenge is primarily about sequencing future investment, a Roadmap will help you decide what to do and in what order.  If the issue is a high-stakes decision already in motion, Decision Support provides independent judgement to help you make the right call.