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CRM Configuration, Customisation and Add-ons

crm configuration customisation wheels



When making changes to your CRM, should you use choose configuration, customisation or add-ons?

Which is best for your CRM project?, or even just this requirement, since you could easily each of them in different places of the implementation.

And which do you already have?

True ‘vanilla CRM’ implementations are very rare. Almost everyone makes some changes. Custom fields, values in a drop-down list, layout of a form or so on. But have you gone beyond these minor CRM configuration examples to more extreme customisation? And what’s the effect if you do?

Read more: CRM Configuration, Customisation and Add-ons

How a CRM Expert Partner Benefits Your Project

You know that CRM is a powerful tool, which will increase productivity for your organisation.  Now you face the challenge of implementing it.  The problem is, the implementation requires a deep knowledge of the software, as well as knowledge of your own company’s particular needs.

You can set everything up yourself.  But you will need to take employees (both technical and business) away from other duties to do so.  And some of them will have a steep learning curve, so it may take a long time to deliver a well-thought out project. Partnering with a reputable and experienced CRM expert can make the whole process much less painful.  It is often the missing piece in the puzzle.


Let’s look at the key benefits a CRM expert brings when first setting up your CRM.

Read more: How a CRM Expert Partner Benefits Your Project

UAT - User Acceptance Testing

User Acceptance Testing for CRM is a key part of your implementation project. Of course all testing is important, but UAT is the only testing which is led by users rather than developers.  With poor user adoption being the primary cause of CRM project failure, why would you want to skimp on user acceptance testing?

Here’s our take on User Acceptance Testing for CRM implementations.  We look at where it fits in overall testing, why you need it, and most importantly, how to do it well.

Read more: User Acceptance Testing (UAT) for CRM Projects – Secrets of Success

why crm online navigating the cloud1Microsoft Dynamics CRM is available both as an on-premise solution and as a public cloud solution. With Software-as-a-Service (cloud-based) taking off, people thinking about Microsoft CRM are looking at CRM Online.  But before you commit, make sure that you know why CRM Online is the way to go.  Or whether it is the best option for you at all.

There’s no denying that ‘cloud’ is a buzz word in the early 21st century.  When it comes to CRM and cloud, Gartner predicted that over 50% of CRM deployed will be SaaS (Software-as-a-Service, or cloud-based) by 2015.

It’s certainly a good time to look at cloud-based CRM, and why CRM Online may or may not suit you and your business.

Why is Cloud so popular?

A key attraction of a cloud solution is the apparent simplicity.  The technical hassles are all managed by the cloud provider – aren’t they? Possibly.

But remember, a cloud environment is still using servers; it’s just that those servers are located outside your office, and sometimes outside of your control.  A cloud offering is usually rented hardware, software licences and some related management services.  The payments for the hardware, the licences and the services tend to be bundled together.  But from a technical perspective, there is nothing achievable by cloud that cannot be achieved using your own servers.

Read more: Why CRM Online Can Be Such A Challenging Environment

Calculating Total Project Cost For Your Software Implementation

total project cost graphicMany people are disappointed, upset or downright distraught when the total project costs of their new software blow out. Over-budget projects often still deliver huge benefits to the organisation.  But if margins or cashflow are tight, the extra cost can turn a project from saviour of the business to a death knell.  

At Opsis, we specialise in CRM, but the cost elements of any software implementation are similar.  Here we outline the key cost components of any software project. It should help you understand what is involved, so your project can be one of the success stories.  14% of CEOs are so disappointed with their CRM that they would like to junk it and start over again.

Firstly, compare with apples with apples. This is especially important if you are looking at more than one solution. You need to know the total costs of each option in order to make a wise decision.  And this is not made easy for you by the vendors.

Read more: Calculating Total Project Cost For Your Software Implementation

Managing Sales ROI – And How CRM Can Help


You probably know how much you spend on Sales. But do you know your Sales ROI, or return on investment, or what you get back for every dollar that you put in?

Symmetrics Group released information earlier this year showing how Sales costs companies up to 100 times more than Marketing. Yet while marketers have long been required to prove ROI, Sales have escaped that to date, but things are changing. It is no longer enough for Sales to deliver, they need to deliver efficiently for maximum return on investment.

Sales reps are spending only 36% of their time actually selling.  By contrast, up to 40% of their time is spent on administration.  So frontline sales people are spending more time on admin than on sales.  No wonder there are questions about Sales ROI!

If you're not tracking sales efficiency as well as performance, how are you going to overcome this issue? How are you going to deliver better results than your competition?

Read more: Managing Sales ROI – And How CRM Can Help

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Getting in touch with us is easy - we'd love to hear from you

Phone: +61(2) 8212 3480

Email: opsisinfo(at)opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

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

We're ready for Dynamics 365 CE v9. 
Are you?

Microsoft Dynamics 365 CE v9 training in Sydney

Opsis' training materials now cover Microsoft Dynamics 365 CE v9 so you learn the new features - as well as the existing material.

Sales & Marketing in Dynamics 365 - 7th February

Configuration of Dynamics 365 - 12th February

Automation of Dynamics 365 - 16th February

Troubleshooting Dynamics 365 - 19th February

Opsis Dynamics 365 Training schedule

Opsis also offer training on your site and other Microsoft Dynamics 365 and Microsoft Dynamics CRM training solutions.

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.