There are many issues confronting accountancy businesses in Australia at present, including:

Digital disruption

Dynamics 365 for Accounting Firms is built on Microsoft Dynamics 365 and Office 365. It enables firms to effectively manage all the aspects of relationships between clients and professional staff, referrers, support staff and management, and more.

We can customize your system to facilitate marketing, business development and client care processes automating scheduling, communications, task allocation and tracking, invoicing, reporting, resource allocation—anything where knowledge or data needs to change hands or prompt action.

Residential aged care is delivered to older people in Australia by service providers who are approved under the Aged Care Act 1997. The Department of Health together with Ageing and Aged Care plays a vital role in developing policies, managing programmes and providing regulatory services to improve the quality of residential aged care in Australia.

Designed for Microsoft Dynamics 365 to assist service providers in the following ways:

• Maintain Organisation, Rates and Thresholds information
• Track Contact details of Respite and Permanent Residents
• Record the Accommodation details of Respite and Permanent Residents including application fee, previous residence details including bonds, caps, exit dates and more
• Maintain the Financial details of Respite and Permanent Residents including assets post July 2014, classification, pension types, contributions, respite and Residential Care Services
• Manage the Health details of Respite and Permanent Residents including Medicare, health fund and medical conditions – also funeral notes, restrictions and personal history
• Record Episodes of Care, tracking accommodation details, address details and resident contribution status

• Track the Refundable Accommodation Deposit (RAD) and Daily Accommodation Payment (DAP) details of Respite and Permanent Residents including accommodation costs and payment details
• Record the fee details of Respite and Permanent Residents including pensioner type, accommodation charges and aged care daily fees
• Generate the billing details of Respite and Permanent Residents including billing and billing options
• Perform calculations and compliance checks, ready for Accommodation Billing Run and invoice production
• Integrate with the finance system
• Dynamics 365 for Aged Care is also known as Dynamics 365 for Residential Management.

In today's tough economy, successfully competing for donor dollars requires cultivating strong relationships with major giving prospects. And for those relationships, a good constituent management system is required.

Dynamics 365 for Fundraising and Donor Management is a module that easily combines the necessary fundraising features, all into the affordable, easy to use and customisable environment of Microsoft Dynamics 365.

Dynamics 365 for Fundraising and Donor Management goes beyond the capabilities of a donor database, working hand in hand with the organisation’s major gift processes to help nurture the best prospects and move the giving process along in a way that works perfectly.

Best of all, Dynamics 365 for Fundraising and Donor Management works with Office 365 and Dynamics 365 for Customer Engagement (Marketing, Sales & Service) and Business Central for one seamless, end-to-end system.

Dynamics 365 allows users to record, consolidate and rationalise their records into a system that connects their data to a central entity: Constituents.

By deploying Microsoft Dynamics 365 for Legal in your law firm you will begin to experience Return on Investment (ROI) almost immediately after getting up and running with the system. Once your law firm moves into the future with Dynamics 365 for Legal, your staff won't be wasting time with repetitive tasks anymore

Dynamics 365 for Legal will automate them for you.

Enjoy increased productivity, decreased overhead, and increased client satisfaction as a result of deploying Dynamics 365 for Legal for your law firm. And increased client satisfaction leads to increased client retention, which always equals more profitable clients.

Increase your total revenue / billings / fees – due to increased marketing and business development productivity, lawyers are able to service more of the “right type” of clients and matter engagements.

Measure increase in close rates, competitive bid successes, increase in billings per client.

Improve client retention – measure reduction in lost clients, or increase in client referral Increase cross-selling – measure cross practice group / cross specialisation services per client Reduce lost opportunities due to failed relationship intelligence – not knowing about clients business needs; new matters; stimulating and enhancing lawyer / client communications – knowing about new matters / opportunities before competitors.

Dynamics 365 for Legal acts as a central repository for all the experience and wisdom learned in your law firm. Easily pass knowledge down from partners and lawyers to office staff by saving critical documents, publishing experiences to the Knowledge Base, sharing marketing collateral, and even collaborating with your staff with real time business development software.

Don't waste time and cost training employees for weeks with ineffective methods that don't show them real problems or solutions. Let them harness the wealth of information in your Dynamics 365 for Legal and enjoy servicing your clients better and more efficiently than your competition.

The only constant in financial services is change. To be competitive it is essential to have an IT platform that delivers flexibility. Dynamics 365 for the Finance Industry does just that.

Dynamics 365 for the Finance Industry users enjoy reduced costs of information processing, accelerated process capability and unparalleled management information and control.

Powered by Microsoft Dynamics 365, Dynamics 365 for the Finance Industry can be adapted to your requirements in minutes, whether this is to support new deal processing, compliance changes or the latest ideas from marketing and business development.

Right here, right now

You need the right information at the touch of a button.

No hunting, no wasting time, no last-minute spreadsheets.

You need to apply that information quickly to make more informed business solutions.

Whether you require better planning, improved compliance reporting, sharper client and service performance analysis or other data requirement, Dynamics 365 for the Finance Industry is the right choice.

Improve communications, build teamwork, increase profits and reduce costs.

The Challenge

IT resellers require a unique combination of infrastructure to complement the flow of vendor and pricing information and careful tracking required to efficiently provide outstanding customer services while keeping costs under control.

These usually fall into five major categories, including Quoting, Licence Management, Warranty/RAs, Financial Management and Relationship Management. Traditionally, these areas each operated independently causing serious operational inefficiencies.

The Solution:

Dynamics 365 for ITSM provides a unique platform to integrate information flow providing more accurate tracking and streamlined processing of valuable customer data.

Powered by Microsoft Dynamics 365, Dynamics 365 for ITSM is a flexible solution that works the way a reseller works, adapting to each reseller’s culture with its unique way of responding to customer needs. Dynamics 365 for ITSM integrates well with Microsoft Office programs, including Microsoft Outlook, Microsoft Word, Microsoft Excel, and Microsoft SharePoint.

Dynamics 365 for Health Services V4 is the next generation Dynamics solution for the Healthcare Industry, providing:

Customer Relationship Management:

• Customer profile and preferences
• Intake management
• Case management
• Customer incidents
• Customer complaints
• Marketing / Social
• Contact centre
• Customer scheduling

Support Management:

• Customer assessment
• Service and supports plan creation
• Customer goals
• Service plans, updates and maintenance
• Tracking metrics
• Medication management
• Care plan (for aged care)
• Electronic medical record
• Clinical referrals

Billing:

• NDIS claims and billing
• Aged care billing
• Rent and board billing and Centrelink funding
• Customer billing
• Block funding
• Medicare billing

Rostering & Scheduling:

• Rostering
• Reporting
• Leave, time and attendance management
• Group activity / event scheduling
• Employee self-service
• Enterprise agreements and award interpretation

What makes Dynamics 365 for Real Estate unique?

• Native Web, Outlook and Mobile clients – iPad, iPhone, Android, cross-browser
• Professional user interface – custom Outlook add-in
• Client / Contact segmentation
• Social Web integration (basic and advanced – LinkedIn and InsideView)
• Opportunity and Listing Management
• New Client / Project / Closing Management
• Expertise / Experience Management (Employment and Education History)

• Client / Action Plans
• Expense Management
• Property Management
• Email Marketing and Event Management
• Custom navigation (Outlook menu) – for marketing / BD “power” users
• Integration with Finance, Document and Email Management (eg. Sage, MYOB, SharePoint, MailChimp, Constant Contact, Campaign Monitor)

Dynamics 365 for Sports provides a consistent Microsoft Outlook based system for storing, accessing and sharing fan, member, sponsor and squad/team information. A major benefit is improved integrity of information across the sports club with the capacity to obtain a profile of any company, organisation or individual.

This profile typically will vary depending on category but for athletes and players all important information such as: Training, Nutrition, Medical, Biomechanics, Physiotherapy, Squads/Teams, Competitions and Results.

Microsoft Outlook, Web and Mobile support means easier access to information (with minimal mouse clicks) - on the road, working remotely or in the office.

A Shared Centralised System

A centralised database system delivers one “source of truth” – replacing and consolidating existing databases – marketing, sponsorship, fans/members, athletes/players, coaches, competitions etc. Lookups of company organisations, fans, members, sponsors, athletes/players delivers greater understanding of history, performance and known relationships leveraging the information in the central system.

Built-in relationship intelligence (connections) paints a comprehensive picture of the relationship network between athletes/players and squads/teams. Better reporting tools ensures easier analysis and feedback of information through personalised reports, charts, dashboards and scorecards.

A shared system for quick and easy data entry and storing of contact information provides marketing, administration and coaching staff with improved access to contact and activity information.

Microsoft Dynamics 365 represents a new way of working. Working with Microsoft Office 365, Dynamics 365 introduces new ways to share your work and work with others, organise information and documents and manage teams.

For HRM users, Dynamics 365 helps organise job vacancies and applicant information, share that information with managers and publish content from any Microsoft Office application in a few clicks using desktop, mobile phone or tablet. Dynamics 365 for HR also helps manage costs with the ability to run in the cloud with Office 365

• Manage job seekers, employers and training
• Perform profile matching across job seekers and employers
• Track activities and manage action lists
• Manage and report on training programs
• Perform project management from available resources to planning, booking and invoicing
• Provide financial and statistical activity analysis with reporting via charts and dashboards

• Allow maintenance of communication with contacts (through email blasts, phone calls, SMS, newsletters etc)
• Provide the ability to keep track of project contacts, particularly through the ability to leave notes and information related to the businesses e.g. contact cycles, what events or collateral they’ve been invited to or received, and any other relevant information
• Perform event and campaign management in a central location
• Integrate with SharePoint document management and self service portals/job boards

Work with enquiries, clients and carers, perform assessments, manage medications, create service plans, schedule services and make service bookings:

• Enter data quickly and easily – via Outlook, Web and your choice of mobile device
• Check the disabilities, support needs, recent assessments and incidents of a client
• Integrate with self service portals; document management systems and finance systems like Sage, and Xero.

• Place calls, send email and record clinical notes
• Explore the resource planning, budget planning, time tracking, approval and invoicing manager features

More than just database management, Dynamics 365 for Insurance offers firms the opportunity to integrate all their line of business applications within one easy to use, easy to manage, easy to afford environment.

An intuitive, easy to use, reliable, centralised and shared database of Companies (brokers, insurers and service providers) together with Contacts

• Import and analyse data – generating business intelligence on premiums written
• Ability to record any type of activity and track associated documents
• Generate invitations and mail-outs, manage events
• Provide a reliable security model
• Access, analyse and report on information

With “one system” for marketing, policies and claims, achieve new levels of productivity through:

• Quicker access
• Easier communication
• Easy to learn and use
• Functional, easily customised
• Integrates SharePoint for Insurance document and activity/email management
• Delivers new innovation
• Drives excellence

Processing pays has never been easier! With functions for individual employee payroll and batched pay runs you can complete your payroll processing in minutes. Working with Microsoft Dynamics 365 and Microsoft Office 365, Dynamics 365 Payroll introduces new ways to organise information, implement awards and pay conditions and view data with built-in reporting and analytics.

For payroll managers and officers, Dynamics 365 Payroll helps track employee information, share that information with employees and publish content in a few clicks using desktop, mobile phone or self-service portal.

Dynamics 365 Payroll also helps manage costs with the ability to run in the cloud with Office 365.