Does it really matter whether a business uses a CRM, an ERP, Dynamics 365, Salesforce, or something entirely bespoke?
In this episode of D365 Shot First, Charlie and Ben unpack a big question that most consultants never stop to ask: do users actually care what technology they’re using, or do they just care about outcomes?
Using real stories from their own backgrounds, they explore why clients rarely think about labels like “ERP” or “CRM.” Instead, they think about accuracy, efficiency, time saved, data visibility, and whether the system just makes their jobs easier.
From manual invoicing and spreadsheet-based businesses, to fully integrated multi-site CRM/ERP journeys, this episode breaks down where technology labels matter, and where they don’t.
Because at the end of the day, systems aren’t bought for their brand… they’re bought to solve real problems.
🔥 What you’ll learn in this episode:
- Why most users don’t care if the tool is ERP, CRM, or Power Platform
- The only thing that truly matters: business outcomes, not branding
- Real examples of BC & CE systems being used to solve unique workflows
- When integration becomes more valuable than choosing “the right system”
- Why some businesses shouldn’t buy Dynamics at all (ethical selling)
- When it’s better to redirect clients to FinOps or third-party tools
- How naming systems (e.g., “Hive”) can engage users better than calling them CRM or ERP
- The importance of simplifying tech language in client conversations
Whether you work in Business Central, CE, Sales, Power Platform, or consultancy, this episode is a reminder to zoom out. Technology is the tool. The solution is the outcome.
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