Turn your CRM into the system your sales team actually opens
Oxana implements Microsoft Dynamics 365 Sales and Customer Insights for Australian businesses that want one place where pipeline, activity and marketing all connect. Microsoft Cloud Solutions Partner serving Sydney, Melbourne and Brisbane.
Most Australian SMBs do not have a sales problem. They have a visibility problem.
Deals live in someone's inbox. The forecast lives in a spreadsheet that gets rebuilt every Monday. Marketing sends a campaign and nobody can say which of the three deals that closed last quarter came from it. The CRM exists, technically, but nobody trusts what is in it, so nobody puts anything into it, so nobody trusts what is in it.
Oxana implements Microsoft Dynamics 365 Sales and Customer Insights for Australian businesses that want one place where pipeline, activity and marketing all connect. We are a Microsoft Cloud Solutions Partner working with SMBs across Sydney, Melbourne and Brisbane, and we build the system around how your team already sells rather than forcing your team to sell the way a template expects.
What Dynamics 365 Sales gives you
Microsoft's CRM for managing pipeline, accounts and revenue. Because it sits inside the same Microsoft cloud as your email, files and finance data, it removes the gap that kills most CRM projects: the gap between where the work happens and where the work is recorded.
Pipeline you can trust
Opportunities move through stages you define, with the qualification criteria your business actually uses. Forecasting rolls up automatically. Sales leaders stop asking "where is this one at" and start asking better questions.
Activity capture that does not rely on discipline
Emails, meetings and calls from Outlook and Teams attach themselves to the right record. Your reps are not doing data entry. They are just doing their job, and the CRM keeps up.
Account intelligence
Every conversation, quote, invoice and support ticket against a customer, visible in one timeline. When a rep walks into a renewal, they know the account had four support escalations last quarter.
AI where it earns its place
Copilot drafts follow ups, summarises long email threads and surfaces the deals that have gone quiet. We turn on what helps and leave the rest off.
What Customer Insights adds
Dynamics 365 Customer Insights is the marketing side. Journeys, segmentation, email, event triggers and lead scoring, running on the same customer data as your sales team.
The point is not the email sends. The point is the join. When a prospect downloads a guide, opens three emails and visits the pricing page, the rep sees it on the record and the lead score moves. When a deal closes, marketing can attribute it. That loop is what separates a marketing function from a mailing list.
Where Business Central changes the picture
If you run Dynamics 365 Business Central, the sales and finance connection becomes the real advantage.
Quotes raised in Sales flow to orders in Business Central. Credit limits, stock availability and payment history are visible while a rep is still quoting, not discovered after the fact. Sales sees what a customer is actually worth. Finance sees what is coming. Nobody rekeys anything.
Most Australian partners treat CRM and ERP as separate projects with separate teams. We do not. Oxana implements both, which means the integration is designed once, by people who own both sides of it.
How we deliver
A deliberately lean build, honest scoping, and adoption work that most partners skip.
Discovery
Two to three sessions with your sales and marketing leads. We map how deals actually move, not how the org chart says they should. We look at your data, and we tell you honestly what is worth migrating.
Design
Stages, fields, dashboards, security. We keep the build deliberately lean at first. Every field you add is a field someone has to fill in, and unused fields are how CRMs die.
Build and migrate
Configuration in a sandbox, data cleaned and loaded, integrations connected. You see it working before you commit to it.
Adoption
This is the part most implementations skip and most implementations regret skipping. Role based training, a champion inside your team, and a fortnightly check in for the first ninety days.
Ongoing
Once you are live, Oxana stays. Reports change, teams change, processes change. You have someone to call who already knows your build.
Who we work with
Australian businesses between roughly ten and two hundred staff who have outgrown spreadsheets, or who bought a CRM that never landed and want a second attempt done properly.
We are especially useful when you have an internal IT person or small team. Oxana works alongside them rather than around them. They keep ownership. We bring the Dynamics depth they do not need to hire for. That is the co managed model we have built the business on and it is why our clients keep their people.
Common questions
About Microsoft Dynamics CRM, sales automation and marketing automation for Australian businesses.
How long does a Dynamics 365 Sales implementation take?
A focused sales rollout for a team under twenty five people typically runs six to ten weeks from kickoff to go live. Adding Customer Insights or a Business Central integration extends that. We scope it properly before you sign anything.
What does Dynamics 365 Sales cost in Australia?
Licensing scales from Sales Professional up to Enterprise depending on the capability you need. Implementation is separate and depends on scope. We give you a fixed price after discovery rather than an hourly estimate that grows.
Can we migrate from HubSpot, Salesforce or Pipedrive?
Yes. We have moved clients off all three. The technical migration is rarely the hard part. Agreeing what to bring across is.
Do we need Business Central to use Dynamics 365 Sales?
No. Sales runs standalone. The integration is an advantage, not a requirement.
What if we already have Microsoft 365?
Then you are most of the way there on identity, security and licensing. Dynamics sits on the same tenant and the same logins.
Talk to us
If your pipeline lives in a spreadsheet and your marketing lives in a separate tool that talks to nothing, we should have a conversation. No pitch deck. We will look at how you sell today and tell you whether Dynamics is the right answer.
Oxana is a Microsoft Cloud Solutions Partner serving Sydney, Melbourne and Brisbane. The IT team behind your IT team.