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Why Opsis - for your Microsoft Dynamics 365 success?

Opsis is about Microsoft Dynamics 365 success - your success.  When the buck stops with you, and you have to get your Dynamics 365 working, your users happy, the correct reports out of it, speak to Opsis.

We understand the challenges of introducing and making successful a solution that impacts across the business.  That is why our focus is on education and change management.

Our business focusses on your success - not on billable hours nor licence sales.  Opsis remove the focus from billable hours. A billable hours focus rarely works as the goals of the client & provider are misaligned; one needs a result, the other want to keep staff busy.  A licence sales focus cannot be in the client's interest.

Our solutions including Dynamics 365 Healthcheck, RapidCRM, GuideMeGuru, ExpertAssist - quick answers to difficult questions as well as our Microsoft Dynamics 365 training solutions all focus on bringing you the results that you need.  When you engage Opsis your solution will be delivered with integrity.  Your relationship with us will help you build great relationships with your clients. 

Opsis is Sydney's only Microsoft Dynamics 365 CRM consultancy with over fourteen years dedicated to Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), excellence.  Dynamics 365 is all that we do - it is not a side line to server management, to desktop support, to ERP products or to other management or business consultancy.  We live Dynamics 365 success - for all businesses - large or small, private enterprise, public or government and certainly for you.

Because we are a boutique CRM consultancy, you get from Opsis:

  • The same people working on your project - unlike the larger consultancies we do not have one team to do the sales and another to do the actual work; the owners and partners work on your project i.e. you get the whole pond not the small fish.
  • Our expertise and time regardless of the budget of your project - unlike the larger consultancies we can focus on you and your project regardless of the size of your budget - larger consultancies are forced to favour those clients with multi-million budgets, but where does that leave you if your budget can’t compete?
  • Smaller bills - it is pretty obvious; big consultancies have big overheads. If big shop prestige is still important to you, you’ll be happy to pay considerably more than you need to. If not...

As a small consultancy we have no cumbersome hierarchy or multinational mumbo jumbo, things just get done. We are independent and therefore agile, which leads to a refreshingly entrepreneurial approach and the ability to leap when you have a need.

For too many implementation companies, the focus is simply on billable hours. This is great for the company, but not so much for the client as the goals of each are misaligned; one is after a result, the other just wants to keep staff busy and chargeable.

Opsis changes this paradigm to align both the client and agency goals?  We scope your project, and then, once the scope is understood, we give you a fixed price for that scope. Because we scope first, we avoid both the bottomless wallet syndrome, and the fixed price for anything that you want syndrome.

If you work with Opsis you will get a CRM solution, based on the award-winning Microsoft Dynamics 365, that really maximises on the best-practice out of the box CRM features. We show you how you can benefit from Microsoft Dynamics 365 standard features first, rather than treating Microsoft Dynamics 365 as a development platform.  We only use customisation once we have ensured that out of the box features or configuration do not meet your requirements.  This is equivalent to decorating a house to suit your tastes vs a major knock down and rebuild.  Many consultancies prefer the rebuild, and sometimes just because they can.

Working with Opsis will give you a smoother sales process, better understanding of your hard-earned CRM data and particularly happier more confident users.

How Opsis helps with Microsoft Dynamics 365

Opsis offers a wide range of Microsoft Dynamics 365 solutions and services encompassing consulting, for first time deployments or later, support to keep your solution running smoothly, training so your users can get the most out of your investment, and of course, implementations.

The team at Opsis will work with you, as a partner, rather than just as a supplier.  Every Microsoft Dynamics 365 CRM project is different, both in what it is trying to achieve for the business and how you want to work.  We will work to your timeframes and to your budget.

Opsis is a friendly, Sydney based, boutique, business consultancy which focusses on CRM - technically we focus on the world-leading Microsoft Dynamics 365, but we do a lot more than a technical implementation.  We are very human - with Opsis you will always know the person who is looking after your project.  We pride ourselves on being one of the leaders in Microsoft Dynamics 365 and we have delivered innovative solutions for many clients. We are not an IT company, although we will work with your IT experts to ensure that your CRM implementation works for you.

If you are looking for a CRM solution expert organisation with experienced CRM consultants to help you get the CRM solution that you want, then look no further.

We help you, your key personnel and your company understand how your customers or clients want to buy so that you can maximise your relationship as a supplier with them. We do this by working with you to implement business processes and technology to support your clients on their buyer's journey.  This ensures that you and your team are able to give superlative service to your clients and prospects and everyone can access the information that enables you to give that level of service easily.

We work with clients in Sydney, across New South Wales and further afield.  We will work with you whether you are new to Dynamics 365, or you have already deployed it, and are looking for some improvements or extensions.  We also offer Dynamics 365 support, Dynamics 365 upgrades, and Dynamics 365 training - even if your original project was done by someone else.

We work with Microsoft Dynamics 365 hosted in our data centre here in Sydney, Dynamics 365 Online and on-premises Dynamics 365.  We work with all versions of Dynamics 365 from Microsoft Dynamics CRM v3 to Microsoft Dynamics 365.  (Our principal consultant, Gill Walker, cut her teeth on Microsoft CRM v1.0, which did not even get released in Australia!!)

Benefits of choosing Opsis for your Microsoft Dynamics 365 CRM project: Our Approach

Every business is different! At Opsis we truly understand this. We do not try to give you the implementation that worked for our last client, nor do we force you to be something that you are not. At Opsis we take the time to understand your business; then we deliver a solution comprising the appropriate parts from consultancy, implementation, training, testing, software, hardware and hosting which works with and for you.

But, unlike many of our competitors, we look to avoid large amounts of customisation.  We take a configure first, then customise, approach so you are not paying for massive changes to Microsoft Dynamics 365.  Microsoft Dynamics 365, is built on best practice and we do not believe in breaking that, but in augmenting it to meet your needs. 

With Opsis you get the experience of our consultants who have worked in CRM projects of all sizes and in many industries. We deliver a solution which amplifies your sales, and marketing results while helping the people on the ground, but still delivering the reporting that management want and regard as a measure of a successful project.

An extensive understanding of your business and especially business processes is required to identify the areas where the best rewards will be found, given the nature of the business issue and the capabilities and costs of the solution. Here we use our business analysts who have worked on CRM projects in many industries to scope out a solution to your requirements which can be implemented quickly and safely to maximise the ROI.

Once we have scoped out your solution, we produce a project plan which details the customisation, workflow processes, configuration, testing, user and administrative training required. The final stage of any project is the post go-live support where we work with you to ensure that the change to your organisation is a smooth transition. We will work either on your behalf to implement the solution, or we will project manage the implementation, but work with your staff doing much of the implementation work. Because of this detailed scoping exercise and project plan, we are able to work to a fixed price for your implementation.

Complex as this may sound, the multi-disciplined skills of our team can often distil projects that might take months for others into a few weeks, providing a superior solution at lower cost.

Our expertise means that you are given a price for your requirements at the beginning of your project.  And this is a price for your requirements, not a price per day or hour for a person.  If you need additional requirements, we give you a price for those before we start work.  With Opsis running your Microsoft Dynamics 365 CRM project, there is no bill-shock.

Business Processes

Opsis have a unique workshopping approach to scoping an implementation, which means that you and your organisation get the chance to revise your business processes ready for the new system(s) being implemented. This scoping workshop highlights all the data that needs to be captured, and the processes that work with this data. Working with you on your business processes allows us to have a holistic view of your business and so to implement a solution which works right across your organisation.


Our staff members include Business Analysts, Developers, Implementers and Trainers all of whom have years of experience in CRM systems including MS CRM from Microsoft CRM v1, through to Microsoft Dynamics 365, Clarify and Seibel.  We have successfully designed, implemented and supported CRM solutions across businesses of all sizes and government sectors of the economy in Australia and Europe.


A successful CRM implementation requires far more than a deep technical knowledge of products being deployed.  It requires critical and analytical thinking to challenge your requirements and avoid reimplementing ineffective processes - because that is how things are done round here.  It then needs a team who can map the standard functionality to the requirements of the organisation and can communicate this to all the different people involved.  Then, the implementation has to be done, quickly and efficiently, your legacy data needs to be brought in and your users must be trained.  And all of this should be done in way that allows you to start using Microsoft Dynamics 365 as soon as possible.

No longer is CRM the exclusive province of the largest organisations with budgets to match. Opsis understand this and will implement CRM for you and within your budget.

We make our clients successful by bringing their customers' requirements to the core of the organisation.

A brief history of Opsis

Opsis was founded in 2004 by Gill Walker. Gill was one of the first people in Australia to be working with Microsoft CRM and had worked with the pre-release versions of Microsoft CRM before Microsoft released the first version into the Australian market.

Before setting up Opsis, she had worked with other CRM products including Clarify and Seibel for a range of companies including Microsoft (EMEA), Reliance Infocom (Mumbai) and Celcom (Kuala Lumpur) as well as many smaller companies and some government agencies in a number of countries. These 20+ years of working with organisations of different sizes has given her a wide perspective of how businesses function. So when you partner with Opsis, she brings this range of experience to your project.

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Getting in touch with us is easy - we'd love to hear from you

Phone: +61(2) 8212 3480

Email: opsisinfo(at)opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,
Pymble, NSW 2073

Training your users

Training is a vital part of your Microsoft Dynamics 365 project - so you need to get it right.  It might even be the key part of your user adoption and hence project success.

Opsis end-user training is tailored to your solution, your processes, your data and your needs. Opsis Dynamics 365 end-user training shows your people how to fulfil their roles using your solution. Training based on your solution, your processes,your data means that the learning transfers directly into your workplace.

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We also offer public courses for technical and business team members.

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Add Marketing Muscle to your CRM

  • Track website visitors
  • Create lead forms and landing pages with no need to code
  • Easy email marketing, including autoresponders, newsletters and complex lead nurture campaigns

All seamlessly integrated into your CRM, so Sales and Marketing can truly work together.  Find out more...

Work your CRM, not your team!

This white paper explains 42 common enhancements Opsis clients use to get more from Dynamics 365.

How many of them could improve your processes and your results?

Click here to download 42 ways whitepaper

CRM Not Performing?

Sometimes it's hard to diagnose the root cause of an issue.  Why not get some help from the experts? Find out more about the Opsis CRM Health Check.

Want more sales?

Find out about 5 features of Microsoft Dynamics 365 to help sales managers coach their teams and achieve excellence.

Download Sales Excellence


 Choosing between Microsoft Dynamics 365 online and on premise?

Find out about the key features of Microsoft Dynamics 365 that you should understand before selecting Microsoft Dynamics 365 Online or Microsoft Dynamics 365 On Premise.

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Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.