How Opsis Helps You Tackle Your CRM, Power Platform, and Dynamics 365 Challenges

Let’s be real—CRM projects almost never go exactly as planned. We've seen it all over the last two decades working with Microsoft Dynamics 365, Power Platform, and Microsoft CRM. And we’ve learned a thing or two about fixing the problems that pop up along the way. Spoiler alert: we’ve probably seen your challenge before.

CRM challenges often happen because these projects sit smack dab in the middle of business and technology. So, what do you need? People with the right skills in both areas. Opsis helps you identify those key players, and if needed, we train them to be rockstars who actually know what they’re doing.

CRM Challenges are commonplace. Your challenges will be unique to your business.

Oh yeah, they’re as common as bad coffee. Your challenges will be unique to your business, though. They can show up when you’re getting started, nearing the finish line, or—surprise!—even when you think things are smooth sailing. Whatever your challenge is, we’ve probably dealt with something similar, so let’s chat.

What is your CRM Challenge?

You might be facing one of these:

• Trying to get started with your CRM journey
• Configuring your CRM to actually work for your business
• Wanting a new CRM altogether
• Optimising or upgrading your current CRM
• Just need some specialist support

A few years ago, a colleague told me that most organisations have to implement CRM three times to get it right. The first two are to learn how to implement a technology like CRM, and the third one is “for real”.

With the right people beside you, overcoming your CRM challenges will feel less like climbing Mount Everest and more like a walk in the park. If you’d like a friendly, no-pressure chat, click here and our CRM Success Catalyst will talk with you at a time that suits you.

Where Are You on Your CRM Journey?

Getting Started with CRM:

If you’re still managing with a mix of tools that barely talk to each other and you know it's time to get serious about CRM, we’re here for you. Maybe you’re growing, but figuring out the right CRM is proving more difficult than herding cats. That’s where we step in and help you create your roadmap to CRM success. From there, we’ll pick the best tech for you, based on your priorities—not just what's on sale this week.

Configuring Your CRM to Match Your Business:

CRM Success isn’t about the software. It’s about your people. We work with your team to understand what they really need, then configure Dynamics 365 to make that happen. No more reinventing the wheel—our proprietary scoping workshop makes sure your CRM works for you, not the other way around. We focus on outputs—processes, reports, dashboards—because that’s where the magic happens.

You Want a New CRM:

If your current CRM is more “what were we thinking?” than “wow, this is amazing,” it might be time for a change. Maybe you picked a solution based on price (who doesn’t love a freebie?), but now it’s not quite cutting it. Before you scrap everything, though, we’ll help you figure out what’s going wrong. Sometimes the tech isn’t the issue—it’s just a matter of finding the right technical support to fix things without starting from scratch.

Optimising or Upgrading Your CRM:

As businesses evolve, so do their CRM needs. Maybe you need to tweak your current system to make it work better or you're ready to move to the cloud (bye-bye, on-prem headaches!). We’re here to help you get the most out of your existing solution—or help you make that upgrade.

Specialist Support:

CRM is a journey, not a destination. Your CRM won’t be perfect right out of the gate, and it certainly won’t stay perfect forever. Whether you have new ideas or just need a little specialist advice, we’re here to help you continue evolving your CRM solution as your business grows. No problem is too big or too small—we’ve got the specialists for the job.