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Starting out with Microsoft Dynamics 365

starting out with Dynamics 365The first steps of your Microsoft Dynamics 365 journey can be daunting. Here's one key piece of advice:

Put your business before the technology, BUT play to the strengths of your technology.

CRM - Customer Relationship Management - means different things to different people.  There are hundreds, if not thousands, of different CRM "solutions" available - so, unless you have some idea of what you want, there's no way you can create the right solution for you and your organisation. Scoping your CRM requirements is a vital first step which is surprisingly often omitted in the starting out phase.

Questions you may want to ask include:

  • Why do we want a CRM solution?
  • What problems are we hoping to solve?
  • How will we know our CRM implementation is successful?
  • Who will use the system? How many people? What departments or job roles?
  • Will all users want the same thing from the solution, or will different people use it differently?

If you are ready to commit to a Microsoft Dynamics 365 project,

Ask Opsisstart with a Scoping Workshop which will enable you to answer these questions and more, then you know what is important in your Microsoft Dynamics 365 project.

You could also ask us about:

  • Guide Me Guru: Learn how Microsoft Dynamics 365 will help your organisation with this free guided walkthrough with your 30-day trial.
  • Getting Started with Microsoft Dynamics 365: an introductory course that provides an overview of the main features of Microsoft Dynamics 365
  • Hosting and Licensing Options

If you're still researching,

check out our blog and e-books. The following articles and e-books are especially useful when starting:


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.