CRM Overviews for Strategy, Delivery, and Improvement
Practical overviews to help you understand, assess, and improve CRM, Power Platform and Dynamics 365 environments.
Whether you are shaping strategy, stabilising delivery, or improving an existing platform, these materials provide clear, experience-based guidance.
Designed for executives, CRM leaders, and delivery teams working in real environments, not just theory.
Explore CRM Overviews
CRM Strategy and Governance
Overviews of CRM strategy, governance frameworks, executive mentoring and long-term optimisation services.
Dynamics 365 & Power Platform Training
Training that drives adoption through role-based learning paths, workshops, and certification-aligned formats.
Improving your Client Outcomes with CRM
How management consultants can ensure CRM reinforces strategic advice and protects client trust.
CRM as a Revenue Opportunity
White-label and co-delivery models for managed service providers seeking recurring CRM revenue streams.
CRM as a Revenue Engine
Frameworks for improving sales performance and strengthening consultancy credibility through CRM.
Gill Walker: CRM Speaker and Advisor
Conference presentations, executive briefings, and workshops focused on CRM strategy, delivery, and performance.
MYOB Bridge 365 - MYOB Integration for Dynamics 365
Automated quote-to-invoice workflows connecting MYOB and Dynamics 365 Sales.
Xero Bridge 365 - Xero Integration for Dynamics 365
Real-time finance and sales synchronisation between Xero and Microsoft Dynamics 365
CRM for Not-for-Profit Organisations
CRM strategy and implementation guidance tailored for charities and NFP organisations.
Why Organisations Choose Opsis
These resources reflect how we approach CRM strategy, delivery, and long-term performance of Microsoft Dynamics 365 and Power Platform.
- 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 overviews outline practical approaches to CRM governance, user adoption, partner enablement, and system optimisation.