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Why might your CRM benefit from a health check?


Sometimes, at any stage of the life of a CRM solution, it may benefit from a health check.

Typically, this will be because either CRM is seen to be running too slowly or because users are simply finding alternative ways to meet their objectives - which may in turn be because they feel that CRM is running too slowly or it is otherwise failing to meet their needs.

A Microsoft Dynamics 365 health check from the CRM doctor, Gill Walker, will look at a range of aspects depending on the problems that you are experiencing.  
The results may be:

  • technical changes to CRM - perhaps some new reports or other configuration
  • an upgrade to either CRM or the underlying platform
  • additional user training - either a formal course or simply some social learning such as a lunch'n'learn seminar


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Summon the CRM Success Catalyst on:

Phone: +61(2) 8212 3480

Email: opsisinfo(at)

Postal address: GPO Box 2479, Sydney, NSW 2001

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

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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.