Executive Mentoring Sprint
Leading a Dynamics 365 or Power Platform environment often means carrying accountability without clear ownership.
- The system exists. The work is underway. Decisions are being made.
- Yet confidence is quietly eroding.
- Reporting is questioned. Workarounds are multiplying. Escalations increasing.
And no one is quite sure which decisions should be made next.
This mentoring sprint is typically used by leaders who:
- Are accountable for a Dynamics 365 or Power Platform environment
- Inherit systems shaped by earlier decisions, constraints, or compromises
- Are under pressure to deliver outcomes without destabilising what already exists
In pressured CRM environments, leadership attention is pulled toward whatever is loudest, most urgent, or most uncomfortable.
The platform itself is rarely the problem.
The problem sits in ownership, judgement, and consequence.
In CRM environments, attention is rarely directed by strategy. It is pulled toward what squeaks the loudest: escalations, reporting disputes, urgent requests, and political pressure.
Over time, these moments shape decisions by default. Action becomes reactive.
And the pattern reinforces itself.
How this pressure takes hold
Leadership operates as a loop:
- Attention What is loud enough to demand focus.
- Decision What gets decided quickly and what quietly doesn’t.
- Action What the organisation experiences as priority
When the loop is distorted, even capable teams struggle.
In CRM environments, attention is often consumed by workarounds, reporting challenges, data quality issues, escalations, change requests, and stakeholder noise. rather than by the underlying decisions that create these problems.
Decisions around scope, data, ownership, and governance are frequently deferred or diluted, often in the hope that the delivery team or technology will resolve them.
The organisation experiences this as rework, workaround-heavy delivery, and growing uncertainty about how the system is actually supporting the users / organisation.
Most executives are busy acting / taking action. Very few have space to examine where their attention is going, and which decisions are silently being made for them.
Most CRM problems aren’t caused by poor decisions.
They are caused by a distorted loop.
- Attention is hijacked by noise
- Decisions are deferred or diluted
- Action becomes reactive
- The loop reinforces itself
Opsis' Executive mentoring works on the loop, not on any single moment.
Why leaders use this sprint
This sprint is often used when:
- A new executive inherits an existing CRM or Power Platform program
- Delivery feels busy, but confidence is declining
- Reporting is questioned and no one wants to be the one to “pull the pin”
- Decisions are being made reactively, not deliberately
This mentoring sprint provides a defined, low-risk way to step back, examine what is really happening, and decide what should happen next.
A structured way to begin
Without committing to a long program or delivery engagement.