Built to solve a real problem
Too many organizations invest heavily in Microsoft Dynamics 365 and see disappointing returns — not because the platform is wrong, but because implementation and adoption are treated as a project finish line rather than an ongoing journey.
Optrua was founded to change that. We are a long-term optimization partner, not a one-time integrator. Our clients see us as an extension of their team, not a vendor.
Optrua Founded
Ryan Redmond founded Optrua with a clear mission: help mid-market organizations stop leaving money on the table with underutilized Dynamics 365 investments.
Power Platform Practice Launched
Expanded beyond CRM consulting to offer full Power Platform development — Power Apps, Power Automate, and Power Pages — enabling end-to-end digital transformation.
AI & Copilot Practice
As Microsoft Copilot matured, Optrua became an early adopter and implementation specialist — helping clients deploy Copilot Studio and AI Builder before most competitors.
Optrua Care Plan
Launched the Optrua Care Plan and CRM Success Portal — a continuous optimization model that fundamentally changed how clients think about long-term CRM value.
Expanding Verticals
Deep vertical practices in Private Equity, Healthcare, and Manufacturing — with pre-built accelerators that compress time-to-value from months to weeks.
Guided by a clear purpose
Become the most trusted Dynamics 365 optimization and transformation partner.
Trusted not just for our technical expertise, but for our strategic guidance, long-term commitment, and ability to translate complex technology into measurable business value.
The principles that guide every engagement
These aren't wall art. They're the standards we hold ourselves to on every project, every day.
Client Success First
Every decision we make — from staffing to methodology — is evaluated through the lens of client outcomes, not billable hours.
Innovation
We stay at the leading edge of the Microsoft ecosystem — deploying AI, Copilot, and new platform capabilities before they become mainstream.
Accountability
We commit to measurable outcomes, not vague deliverables. If something isn't working, we say so and we fix it.
Excellence
We hold our work to a higher standard. Every configuration, every workflow, every dashboard should be something we're proud to show.
Collaboration
We work alongside our clients, not above them. Knowledge transfer and team enablement are built into every engagement.
Continuous Improvement
A Dynamics 365 implementation is never done. We build continuous optimization into our engagement model through the Optrua Care Plan.
Senior practitioners, not account managers
Every Optrua engagement is led by a senior consultant with direct hands-on experience. You work with the experts, not a team of juniors managed from a distance.
Ryan Redmond
CEO & Founder
Ryan founded Optrua after observing a consistent pattern: organizations investing heavily in Dynamics 365 but capturing only a fraction of the value. With a background in enterprise sales operations and CRM strategy, he leads client engagements and strategic direction.
Expertise
Credentials
- Microsoft Certified
- 10+ Years CRM Experience
- Former VP Sales Ops
Sarah Mitchell
VP of Consulting
Sarah leads Optrua's delivery team with deep expertise in Dynamics 365 Customer Service and Field Service. She has personally overseen 60+ enterprise implementations and built the methodology that drives Optrua's 96% client retention.
Expertise
Credentials
- D365 Customer Service Cert.
- PMP Certified
- 8+ Years Microsoft Stack
James Okafor
Head of Power Platform
James is Optrua's Power Platform architect — designing the custom apps, automated workflows, and AI-powered solutions that extend Dynamics 365 across every business process. He leads the Copilot Studio and AI Builder practice.
Expertise
Credentials
- Power Platform Cert.
- Azure AI Fundamentals
- 6+ Years Low-Code
Five things that separate Optrua from the field
The consulting industry is full of firms that can implement Dynamics 365. Very few can optimize it, sustain it, and grow it alongside your business.
Business-First Approach
Strategy before configuration — always.
Before writing a single line of Dynamics 365 configuration, we map your business processes, define your KPIs, and build a success framework. Technology follows strategy, not the other way around. This is why our clients see 3x better adoption rates than industry average.
Measured across Optrua client engagements — not projected estimates.
A proven 5-phase framework
Every Optrua engagement follows the same rigorous process — adapted to your industry, your team, and your specific Dynamics 365 environment.
Deep Discovery
We spend time understanding your business — not just your technology. We interview stakeholders, map current-state processes, and identify where value is being lost.
CRM Health Assessment
A comprehensive audit of your existing Dynamics 365 environment — data quality, configuration gaps, adoption metrics, and integration health.
Strategic Roadmap
We build a prioritized 90-day, 6-month, and 12-month roadmap aligned to your business goals — with ROI projections and success metrics for each initiative.
Agile Implementation
We execute in 2-week sprints with weekly client check-ins. No big-bang launches — iterative delivery with continuous feedback and adjustment.
Continuous Optimization
Post-launch, we shift to the Optrua Care Plan — monthly enhancements, proactive monitoring, hands-on training, and quarterly business reviews.