Dynamics 365 Consulting Australia

Dynamics 365 Consulting for Australian Organisations

Evocate implements and optimises Microsoft Dynamics 365 for Australian organisations that need better CRM, customer service, field service, finance, and operational systems. We design Dynamics 365 environments that remove data silos, improve customer engagement, and give leaders real time visibility across sales, service, finance, and operations.

Dynamics 365 operates on a modern, scalable Microsoft cloud architecture and integrates natively with Microsoft 365, Power Platform, Azure, and Microsoft Copilot. Evocate helps organisations choose the right applications, migrate data safely, configure workflows, integrate surrounding systems, train users, and support the platform after go live.

Microsoft Dynamics 365 Setup Services

Evocate offers smooth Microsoft Dynamics 365 setup services for businesses across Australia. Our experts ensure a smooth implementation tailored to your specific needs, enabling you to use D365’s powerful features quickly and efficiently. From initial planning to full deployment, we handle every aspect to get your system up and running without a hitch.

Expert Dynamics 365 Consulting

Access the full potential of Microsoft Dynamics 365 with Evocate’s expert consulting services across Australia. Our seasoned consultants provide strategic guidance to optimize your D365 platform, enhancing productivity and driving business growth. We help you navigate complexities and implement best practices tailored to your industry.

Microsoft Dynamics 365 Licensing Solutions

Simplify your D365 licensing with Evocate’s comprehensive solutions across Australia. We help you choose the most cost effective licensing options that align with your business needs. Our team ensures you understand the licensing tiers and select the right plan to maximize your investment.

Dynamics 365 Integrations

Enhance your system’s capabilities with Evocate’s Dynamics 365 integration services across Australia. We smoothly integrate D365 with your existing software and third party applications, ensuring a unified and efficient workflow across your organization.

Custom Reporting with Power BI

Transform your data into useful insights with Evocate’s custom reporting services using Power BI across Australia. We integrate Microsoft Power BI with Dynamics 365 to provide interactive dashboards and reports, giving you to make informed business decisions.

Microsoft Copilot AI Integration

Use the power of AI with Evocate’s Microsoft Copilot integration services across Australia. Microsoft Copilot enhances Dynamics 365 by providing AI driven assistance, automating tasks, and offering intelligent insights to boost productivity and efficiency.

Customized Dynamics 365 Training

Enable your team with Evocate’s tailored Microsoft Dynamics 365 training programs across Australia. We offer comprehensive training sessions designed to boost user adoption and proficiency. Whether on site or virtual, our training equips your staff with the skills needed to make the most of D365.

Dynamics 365 Support and Maintenance

Maintain peak performance of your D365 system with Evocate’s dedicated support and maintenance services across Australia. Our team provides proactive monitoring, regular updates, and swift issue resolution to keep your operations running smoothly.

Industry Specific Dynamics 365 Solutions

At Evocate, we deliver industry-specific Microsoft Dynamics 365 solutions for businesses across Australia. Our deep understanding of various sectors allows us to tailor D365 functionalities to meet industry standards and address specific challenges.

Unified CRM and ERP

Bring sales, service, finance, supply chain, field service, and operations data into connected Microsoft business applications.

Cloud scale and local residency

Use enterprise grade cloud capabilities with Australian data residency options and reduced infrastructure burden.

Process automation

Configure workflows, approvals, notifications, and business rules that reduce manual coordination and data entry.

Embedded analytics and AI

Use Power BI and Microsoft Copilot to surface insights, automate routine tasks, and improve decision making.

Dynamics 365 Sales

Dynamics 365 Sales enables teams to build stronger customer relationships and close deals faster with structured pipeline management and AI driven insights.

Lead and opportunity management aligned to your sales process
Forecasting, pipeline visibility, and executive sales dashboards
AI driven insights that help representatives prioritise accounts and opportunities
LinkedIn Sales Navigator integration for B2B engagement
Mobile access for field and relationship teams

Dynamics 365 Customer Service

Customer Service enables consistent, personalised support across phone, email, chat, and digital channels while preserving full customer context.

Case management with routing, escalation, and SLA tracking
Omnichannel support across phone, email, chat, and social channels
Knowledge management that helps agents resolve issues faster
AI powered virtual agents and assisted response workflows
Customer satisfaction and service performance dashboards

Dynamics 365 Field Service

Field Service supports mobile workforces by optimising scheduling, dispatching, resources, assets, and technician productivity.

Scheduling and dispatch optimisation for field teams
Work order, asset, and service history management
Mobile technician experiences with offline capability
Inventory, parts, and first time fix rate tracking
IoT enabled predictive maintenance for critical assets

Dynamics 365 Business Central

Business Central is Microsoft's ERP solution for small to medium sized businesses, connecting finance, operations, projects, supply chain, and reporting.

Financial management, cash flow, and budgeting
Procurement, inventory, and supply chain workflows
Project management and profitability tracking
Manufacturing and operations support where required
Native integration with Dynamics 365 CRM applications

Implementation, Migration, and Integration

Evocate handles the full delivery lifecycle from process analysis and solution design through to migration, integration, testing, deployment, and support.

Requirements workshops and business process analysis
Secure data migration with auditing, cleansing, mapping, and validation
Configuration first design with custom development only where it adds clear value
Integration with ERP, CRM, finance, identity, reporting, and line of business systems
Role based security, audit logging, and compliance controls

Training, Adoption, and Managed Services

Dynamics 365 only delivers value when people use it confidently. Evocate supports adoption before and after launch.

Role based training for sales, service, finance, operations, and administrators
Change management and stakeholder communication
Go live support and hypercare
System health checks, release management, and enhancement planning
Ongoing support and maintenance for production Dynamics 365 environments

Improved operational efficiency

Automated workflows and reduced duplicate data entry free teams to focus on higher value work.

Better decision making

Real time dashboards and embedded analytics give leaders current visibility into performance.

Enhanced customer experiences

A unified view of customer interactions helps teams deliver more personalised and proactive service.

Scalable business platform

Start with the Dynamics 365 applications you need today and add capabilities as requirements evolve.

Faster return on investment

Integrated CRM and ERP platforms typically return value through cost savings, productivity gains, and revenue growth.

Government

Dynamics 365 case, grants, stakeholder, and service delivery platforms for government agencies with audit and compliance controls.

Utilities & Energy

Dynamics 365 customer, asset, field service, and regulatory workflows for utilities and energy operators.

Defence

Secure Dynamics 365 environments for defence organisations managing stakeholders, controlled processes, and audit requirements.

Transport & Logistics

Dynamics 365 CRM, service, and operational workflows for transport and logistics organisations coordinating customers, assets, and field teams.

Healthcare & Aged Care

Dynamics 365 solutions for healthcare engagement, referrals, service coordination, and privacy aware customer records.

NDIS & Community Services

Dynamics 365 participant, provider, intake, service coordination, and reporting workflows for NDIS and community service providers.

Mining & Resources

Dynamics 365 field service, stakeholder management, procurement, and operational reporting for mining and resources organisations.

Professional Services

Dynamics 365 CRM and project workflows for law firms, consultancies, and accounting practices managing pipeline, clients, and delivery.

Engage

Understand your goals, challenges, processes, stakeholders, and culture through workshops and interviews.

Validate

Validate requirements through solution architecture, proof of concept work, data assessment, and delivery planning.

Optimise

Configure and customise Dynamics 365 for your processes, data model, workflows, security, and integrations.

Launch

Manage data migration, system cutover, user onboarding, and go live support to minimise disruption.

Verify

Monitor performance, user adoption, and business outcomes against the success criteria defined during engagement.

Evolve

Provide ongoing optimisation, feature enhancements, release management, and strategic guidance.

Microsoft Power BI

Transform Dynamics 365 data into interactive dashboards and reports for executive visibility and operational insight.

Microsoft Azure

Extend Dynamics 365 with Azure AI, integration services, secure storage, and advanced analytics in Australian regions.

Microsoft 365

Connect Outlook, Teams, SharePoint, and documents with Dynamics 365 records and workflows.

Microsoft Copilot

Automate routine tasks, draft customer communications, and surface insights from Dynamics 365 and Microsoft 365 data.

Power Automate

Build approvals, notifications, synchronisation, and cross system workflows around Dynamics 365 events.

Power Apps

Extend Dynamics 365 with focused business applications for forms, mobile workflows, and specialised processes.

Microsoft Purview

Apply governance, retention, audit, and information protection controls across Dynamics 365 connected data.

Delivery that fits your business

Microsoft Partner

Practical guidance across Microsoft 365, Azure, SharePoint, Teams, Dynamics 365, Power Platform, security, and governance.

Certified Consultants

Senior specialists who can move from strategy into delivery, adoption, migration, support, and continuous improvement.

Australian Business

Local consulting for Australian organisations, backed by national experience and a delivery record across the country.

17+ Years Microsoft Consulting

326 Microsoft Engagements

18+ Services Delivered

Solutions Partner Microsoft Status

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Frequently Asked Questions

Dynamics 365 is Microsoft’s cloud based enterprise resource planning and customer relationship management platform. Evocate helps organisations across Australia assess, implement, and optimise Dynamics 365 to improve collaboration, reduce manual processes, and strengthen information governance.

Evocate offers Sales and customer service implementation, Field service and project operations setup, Custom entity and workflow development, and Power Apps and Dynamics integration for organisations across Australia. Our consultants work with businesses of all sizes from initial strategy through to long term managed services.

Costs depend on scope, organisation size, and complexity. Contact Evocate for a tailored proposal.

Project timelines vary based on requirements. A standard Dynamics 365 engagement typically ranges from 4 to 12 weeks for implementation, with larger enterprise deployments extending to several months. Evocate provides detailed project plans during the proposal stage.

Yes. Evocate provides end user training, administrator training, and ongoing managed services for Dynamics 365. We also offer adoption programs to ensure your team gets maximum value from the investment.

Evocate is a Microsoft Solutions Partner for Modern Work with consultants who have delivered Microsoft outcomes since 2009. We have completed 2,437 projects and delivered 3,276 total engagements for 326 clients across Australia. Our team understands local business conditions in every major Australian market.

Yes. Dynamics 365 supports extensive integration capabilities through Microsoft’s Power Platform, Azure Logic Apps, and custom API development. Evocate has integrated Dynamics 365 with hundreds of third party applications and legacy systems, ensuring smooth data flow across your technology landscape.

Microsoft invests billions in security infrastructure and compliance certifications. Dynamics 365 includes strong security features including role based access control, data encryption, and audit logging. For Australian organisations, Microsoft offers local data residency options, and Evocate configures additional security controls tailored to your compliance requirements.

Dynamics 365 is a family of applications that includes both CRM and ERP capabilities. Business Central is the ERP component specifically designed for small to medium sized businesses, covering finance, operations, and supply chain. Larger organisations may use Dynamics 365 Finance and Operations capabilities. Evocate helps you select and implement the right combination of applications for your needs.

Yes. Dynamics 365 is cloud native and accessible from any device with an internet connection. Combined with Microsoft 365 and Teams integration, it provides a strong platform for remote and hybrid teams. Evocate configures mobile apps, offline capabilities, and security policies to support your workforce regardless of location.

Moving data from legacy systems to Dynamics 365 is one of the most critical and risky phases of implementation. Evocate follows rigorous data migration protocols including auditing, cleansing, mapping, and validation so historical data arrives accurately and remains accessible.

Even strong technology fails if people do not use it effectively. Evocate addresses adoption through early stakeholder engagement, role based training, intuitive interface design, ongoing support, adoption measurement, and proactive intervention when usage patterns show risk.

Dynamics 365 is highly configurable, but excessive customisation creates technical debt and complicates upgrades. Evocate uses out of the box capability where possible and applies custom development only where it delivers clear business value.

Most organisations run multiple systems that need to communicate with Dynamics 365. Evocate designs scalable integrations using Microsoft’s integration tools and best practices so data flows reliably between Dynamics 365, Microsoft 365, Power Platform, Azure, and third party systems.

Dynamics 365

Dynamics 365 Consulting for Australian Organisations