Implementing any Customer Relationship Management (CRM) solution is like setting sail on a ferry across busy waters. The CRM holds the promise of smoother operations, better customer insights, and ultimately, stronger business growth. But without high-quality data, that ferry is navigating treacherous, choppy seas — and no amount of AI-powered technology can stabilise the journey on its own.
Read more: Without Top-Quality Data, Your CRM is Sailing on Choppy Waters
Starting in November 2025, Microsoft will begin blocking user access to Dynamics 365 Finance and Operations apps for users in organisations that using more functionality than they’ve paid for. Are you sure your team is correctly licenced — or could you be in for a nasty, inconvenient and perhaps costly surprise?
Read more: Upcoming Dynamics 365 License Enforcement: What you need to know!
At this time of year, many Australian organisations are looking to boost next year’s sales or beat this year’s sales achievements. Many organisations identify problems in these areas and start their CRM journey with a sales project aimed to boost sales revenue or profit. Automating more of the sales function not only reduces the time spent on manual sales tasks in the future and so increases the time available to work with clients and future clients. Read on to see why Microsoft Dynamics 365 Sales is seen as the Future of CRM and AI-Driven Transformation by the key analysts.
Organisations see the benefits of moving from point solutions and fragmented application stacks to the integrated solution offered by Microsoft while leveraging the transformative potential of generative AI. The AI functionality can massively reduce the time taken on manual tasks, so salespeople gain valuable hours each day to work on live opportunities. Gartner has predicted that by 2026, B2B sales organisations using generative-AI-embedded sales technologies will reduce the amount of time spent on prospecting and customer-meeting preparation by more than 50%! If you are not adopting a fully integrated suite of products, meeting your customers’ demand for a fully personalised experience across all of their interactions with you, is likely to be a complex and expensive undertaking.
Microsoft Dynamics 365 Sales offers a true, 360° view of your customers and prospects and as part of the Microsoft Dynamics 365 family which also includes Microsoft Dynamics 365 Project Operations, Microsoft Dynamics 365 Field Service, Microsoft Dynamics 365 HR as well as the more well-known Microsoft Dynamics 365 Customer Service, Microsoft Dynamics 365 Customer Insights and Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 Finance and Operations forms part of complete solution for any business.
The Microsoft Dynamics 365 family is a unified platform for marketing, sales, service, finance, project management and HR with AI supporting efficiencies across the organisation.
Read more: Analysts Are Backing Microsoft Dynamics 365 Sales - Why?
On this day in 1985, a tragic fire at Bradford City's Valley Parade stadium claimed 56 lives and injured many more. The stadium, over 80 years old at the time, had not kept pace with changing safety standards. A dropped cigarette and accumulated debris beneath the wooden stands turned a small incident into a catastrophe.
It's a sobering reminder—but also an invitation to reflect on our own work.
In CRM projects - as implementers, architects or business analysts - we often make design decisions that may seem minor in the moment. But do we pause to ask:
🔷 Will this still work for users in two years’ time?
🔷 Is this a shortcut today, but a costlier fix tomorrow?
🔷 Do we fully understand the ripple effects of our decisions—for the business, users, and the support team?
The future impact of our choices isn’t always visible - and more often than we want to admit can lead to expensive technical debt in the future. But thoughtful planning, curiosity, and care can help us build solutions that stand the test of time—safely, sustainably, and successfully.
👉 If you’re planning or reviewing a CRM project, now is a great time to pause and ask the bigger questions. I’m always happy to have a conversation if you'd like a sounding board.
Choosing a CRM isn’t just about ticking feature boxes. It’s about finding a solution that fits seamlessly within your business ecosystem, enabling your teams to work more efficiently, collaborate effortlessly, and deliver exceptional customer experiences. If your organisation already leans heavily on Microsoft tools like Outlook, SharePoint, Teams, and Power BI, integrating Salesforce might introduce unexpected complexity, higher costs, and operational friction.
Let’s break it down — and see why Dynamics 365 might be the smoother, more cost-effective path.
Read more: Challenges of Implementing Salesforce in a Microsoft-Centric Environment
Opsis is an expert Microsoft Dynamics 365, Microsoft Power Platform and CRM strategy consulting company. Our focus is your CRM success, with Microsoft Dynamics 365 / Microsoft Power Platform or any CRM technology - not licence sales or billable hours. As Principal CRM Success Catalyst, Gill oversees all business operations, 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. Gill is the creator of SuccessRM - your blueprint for CRM success. We offer: