Is Your CRM Holding You Back?
Our Dynamics 365 Health Check Will Fix That
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: is your CRM holding you back? It identifies where scope, data, or outcomes have drifted, 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?
Even the best CRM systems drift off course over time.
Bad habits creep in. Customisations pile up. Users find workarounds instead of working with the system.
A Health Check helps you:
- 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Are outdated workflows, automations, or customisations slowing your team down?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
Our Health Check is thorough — but painless.
We take a structured deep dive into the areas that matter most:
- 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Duplicate records, missing fields, outdated or unreliable data.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
After the Health Check, you’ll receive a clear, jargon-free report outlining:
- What’s working well
- What needs urgent attention
- Quick wins you can implement immediately
- Strategic recommendations for long-term improvement
You’ll walk away with actionable insights, whether you need a few targeted fixes or a broader CRM reset.
Let’s Get Your CRM Back on Track
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.
Arrange a Dynamics 365 Health Check
Get your CRM firing on all cylinders.
When should you choose a CRM Health Check
Choose a CRM Health Check when something does not feel right, but you are not yet sure why. This is the right starting point if you are seeing symptoms. Slower delivery, growing support effort, inconsistent data, low confidence in reporting, or repeated rework. A Health Check provides an independent assessment of what is happening across your CRM and Power Platform environment, where the risks are accumulating, and which issues matter most. It is diagnostic, not prescriptive. 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.