Explore Opsis Brochures & Solution Overviews
This page contains downloadable brochures and solution overviews outlining Opsis services, partner programs, integration tools, and CRM success frameworks.
Each brochure provides a concise overview designed for executives, consultants, IT leaders, and organisations evaluating CRM strategy, Microsoft Dynamics 365 solutions, or technology partnerships.
Whether you are scoping a project, assessing vendors, or expanding your service portfolio, these materials allow you to explore practical approaches and gain clear insight to support informed decisions.
Learn more about how we can help:
Turning Strategy into CRM Success
Overviews of CRM strategy, governance frameworks, executive mentoring and long-term optimisation services.
Opsis' Dynamics 365 & Power Platform Training
Training That Drives Adoption
Role-based learning paths, workshops and certification-aligned training formats.
Strengthen your Client Outcomes with CRM
How management consultants can ensure CRM reinforces strategic advice and protects client trust.
Turn CRM from Risk into Revenue
White-label and co-delivery models for managed service providers seeking recurring CRM revenue streams.
CRM as a Revenue Engine
Frameworks for accelerating sales performance and enhancing consultancy credibility.
Gill Walker speaks – CRM Success Catalyst
Keynotes, executive briefings, workshops and event formats.
MYOB Bridge 365
Automated quote-to-invoice workflows connecting MYOB and Dynamics 365 Sales.
Xero Bridge 365
Real-time finance and sales synchronisation between Xero and Microsoft Dynamics 365 for growing organisations.
CRM that Amplifies Impact for Not-For-Profit Organisations
CRM strategy and implementation guidance tailored for charities and NFP organisations.
Why Organisations Choose Opsis
- 20+ years Microsoft CRM & Dynamics 365 expertise
- Strategy-first, outcome-driven methodology
- Senior-led delivery, not junior hand-offs
- Education-focused adoption frameworks
- Trusted by 200+ organisations across Australia and internationally
Opsis provides specialist CRM consulting, Microsoft Dynamics 365 implementation, Power Platform training, executive mentoring, and financial system integrations. These brochures outline practical approaches to CRM governance, user adoption, partner enablement, and system optimisation.