Is Your CRM Holding You Back? Our Health Check Will Fix That

Your CRM should be working for you,  - especially when it is Power Platform or Dynamics 365 - not against you. But if it’s slow, clunky, or full of data headaches, it’s time for a Dynamics 365 Health Check. Think of it as a comprehensive system audit—spotting inefficiencies, security risks, and missed opportunities before they become costly problems.

Why a Health Check?

Even the best CRM systems drift off course over time. Bad habits creep in, processes get bloated, and users start working around the system instead of with it.  A Health Check helps you:

✅ Identify inefficiencies – Are outdated workflows slowing your team down?
✅ Improve user adoption – If your team isn’t using Dynamics 365 effectively, we’ll uncover why.
✅ Optimise performance – Speed up response times and ensure seamless integrations.
✅ Strengthen security – Fix data access issues before they lead to bigger problems.
✅ Save money – Unused licenses, redundant customisations, and inefficient processes all add up!

How Opsis Healthcheck Works

Our Health Check is thorough yet painless. We take a deep dive into your system, analysing key areas like:

🔍 System Configuration – Is your setup aligned with best practices?
🔍 Data Quality – Duplicate records, missing fields, or outdated data?
🔍 User Adoption & Training – Are your people using the system properly, or are they frustrated?
🔍 Security & Compliance – Ensuring only the right people have access to the right data.
🔍 Performance & Integrations – Making sure Dynamics 365 runs smoothly with your other systems.

What You Get

After the Health Check, we’ll provide a clear, jargon-free report outlining:

📌 What’s working well
📌 What needs urgent attention
📌 Quick wins & long-term recommendations

You’ll walk away with actionable insights—whether you need a few tweaks or a major overhaul.

Let’s Get Your CRM Back on Track

Don’t let a struggling Dynamics 365 system hold your business back. A Health Check is the first step toward a CRM that truly delivers.