Industry Solutions for Aged Care And Fundraising

xRM (Vertical) Industry Solutions provide the fast track for Microsoft Dynamics 365 deployments. Built by Dynamics Partners for Dynamics Partners, xRM Industry Solutions are quick and easy to deploy. No more intensive discovery workshops, requirements gathering and weeks of customisation – xRM Industry Solutions makes building scale fast and easy. Specific pre-built solution components mean accelerated deployment, reduced risk and cost, faster time to benefit and return on investment.

xRM4AgedCare

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

xRM4AgedCare is also known as XRM4ResidentialManagement.

xRM4Fundraising

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


xRM4Fundraising is a module that easily combines the necessary fundraising features, all into the affordable, easy to use and customisable environment of Microsoft Dynamics 365.


xRM4Fundraising 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, xRM4Fundraising works with Office 365 and Dynamics 365 for Customer Engagement (Marketing, Sales & Service) and Finance & Operations 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.