Certified Microsoft Dynamics 365 Partner - Est. 1993 - Melbourne - Sydney

CRM Consulting Australia

Microsoft Dynamics 365 CRM Consultingin Australia

Separate sales, marketing, and service departments cost you opportunities and increase customer response time. DHRP's Dynamics 365 CRM consulting services bring together data, streamline workflows and enable ANZ businesses to close deals quicker and more efficiently.

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Wilson Security
Microsoft
Pepperstone
Wilson Security
Pacific HVAC
IPH
NPS MedicineWise
Pacific Ventilation

DHRP Services

D365 CRM Consulting Service Designed for ANZ Sales & Growth

When customer data is spread across spreadsheets, inboxes, and shared drives, instead of one CRM, growth stagnates. We are a Microsoft Dynamics 365 consultant that ANZ businesses can rely on, ensuring all modules align with how you sell, market, and serve, so pipeline visibility, service response times, and campaign results all increase, not separately.

Unified Customer View

Every lead, opportunity, case, and campaign is in one record in Dataverse, so that sales, marketing and service teams can all access the same history of a customer, rather than follow lead updates throughout email threads, spreadsheets and across disjointed systems that rarely sync.

Faster Sales Cycles

With Copilot in Dynamics 365 Sales, Microsoft automatically summarises records, drafts follow-up emails and prepares meeting notes, reducing the work a rep needs to do in the CRM between a lead and a closed deal.

Consistent Customer Service

The AI agents in Dynamics 365 Customer Service identify issues, point to knowledge articles, and detect customer sentiment and frustration on the fly, allowing ANZ customer support teams to address them before they escalate and cause customer churn.

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What is our CRM Consulting and Development Process?

Experience the Expertise of DHRP's Consultants and Developers

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What Our Dynamics 365 CRM Consulting Services Include?

When considering Dynamics 365 CRM consulting in Australia, companies can rely on us for everything from strategy to day-two support, meaning you aren't handed off from one project to the next, but rather have a single partner to rely on for the business's entire CRM lifecycle.

We're not just doing technical build; we're doing the entire lifecycle:

CRM Strategy & Planning

Align your sales, marketing, and service objectives with the appropriate Dynamics 365 modules and licensing level.

CRM Customisation & Configuration

Customise forms to reflect your ANZ teams' working method, as well as workflows and dashboards, so they fit seamlessly into your current systems.

D365 Sales & Customer Service Automation Consulting

Reduce your reps & agents' time on admin with automated lead routing, approvals, case assignment and follow-up.

Dynamics 365 CRM Migration Services

Transitions CRM data smoothly from any other system, spreadsheet or legacy CRM in a validated manner throughout the process.

Microsoft Dynamics 365 CRM Support & Maintenance

To keep your Dynamics 365 CRM operating efficiently, get live support, user assistance, troubleshooting, and release-wave upgrades.

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Drive Success and Amplify Results with Microsoft Dynamics 365 CRM Consulting

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Transform your business with the industry-leading combination of Microsoft’s ERP and CRM solutions. Experience unparalleled flexibility and efficiency as you harness the potential of a unified platform.

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CRM Modules We Implement

A Dynamics 365 Customer Engagement Implementation can be one module or multiple modules, each built on Copilot and Microsoft Dataverse, and all your teams can have the same customer data from the beginning.

Dynamics 365 Sales

Allows users to control pipeline, forecasting, and relationship insights while Copilot automatically summarises sales records and generates email drafts, freeing up sellers' time for actual selling.

Dynamics 365 Customer Service

AI agents automate case triage, sentiment analysis, and knowledge retrieval to improve support staff efficiency and lead to quicker resolution across all channels.

Dynamics 365 Marketing

Execute and track multichannel campaigns, score leads and automatically pass leads to sales on a score based on their initial quality score.

Dynamics 365 Field Service

Schedule techs, automate work orders, and capture service information on the job and return it to the same CRM record.

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The Cost of Implementing Dynamics 365 CRM

The price of a Dynamics 365 implementation package Australian businesses can budget for is dependent on the modules implemented (Sales, Customer Service, Marketing, or Field Service) as well as the number of users, volume of data and the extent of customisation and integration required.

Each engagement will be reviewed on a case-by-case basis, and DHRP is able to provide a fixed-price Dynamics 365 CRM deployment for smaller, well-defined projects, as well as a phased commercial model for larger, multi-module deployments.

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Our Dynamics 365 CRM Implementation Process

Regardless of whether you're implementing just a single module or are implementing Sales, Customer Service, Marketing, and Field Service, you are following the same disciplined path in Dynamics 365 CRM implementation. From discovery to configuration, migration, testing and support, there are no breaks or gaps between them; it's all one continuous engagement.

Discover & Assess

We assess your existing systems, sales & service processes, data quality and objectives to get to know what a successful CRM deployment will look like for your team.

Design & Configure

We customise Dynamics 365 CRM to your real-life sales, marketing, and service processes, tailoring forms, dashboards, and automations to your daily routines.

Migrate & Integrate

Transfer data from any legacy CRM system, spreadsheet or other source, ensuring that no data is lost or duplicated along the way, and that data is validated and reconciled at each step.

Test & Train

We validate the system configured to real business scenarios and train all the user roles and ensure your team is confident and prepared from day one, not go-live.

Deploy & Support

We give you hands-on hypercare support, then move into ongoing Dynamics 365 CRM support and maintenance as your business and licensing requirements change.

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Reasons Why ANZ Businesses Choose DHRP

For more than 30 years, DHRP has served as a Microsoft Dynamics 365 consultant who can deliver CRM solutions to ANZ businesses with Microsoft skills and experience at every turn.

Discovery-Led Scoping

We draw out what your sales, marketing, and service processes are and recommend any module or licence.

Certified D365 Configuration

Consultants are not using generic configurations, but rather Microsoft's best practices.

Clean Data Migration

Validate and reconcile records during migration to ensure there is no loss of data when migrating off of a legacy CRM.

Copilot-Ready Setup

Sales and Service Copilot features are configured from go-live and not added on afterwards.

ANZ Compliance Awareness

Australian and New Zealand data handling and industry requirements are built-in right from the outset with Configurations.

On-going Support & Maintenance

After the go-live, we will track performance and manage release-wave updates to Dynamics 365 for you.

Faqs

Ask Questions! It's Your Right To Know!

Still have questions? Our team is happy to help.

Get in touch

A fixed-price Dynamics 365 CRM configuration usually includes the configuration of the selected module (Sales, Customer Service, Marketing, or Field Service), typical forms, workflows, dashboards, data migration up to a certain amount of data, and user training prior to go-live. Once those items are agreed upon in the scoping phase, they are considered to be within the scope of the work and are not included in the quote as an additional module or deep customisation of the system or complex integration.

The cost is based on the modules deployed, the number of users requiring licenses, the amount of data volume and the amount of customisation and integration of processes. There is no one-size-fits-all. Each engagement is singled out, and local businesses can have a fixed price for simple projects that involve one module, or a phased commercial model for larger projects that involve multiple modules.

DHRP's consultants and developers are experienced in spanning the entire CRM lifecycle:

  • Planning and selecting CRM modules
  • Customising and configuring your CRM system
  • CRM automation consulting for Microsoft Dynamics 365 Sales and Customer Service
  • CRM data migration and system consolidation
  • CRM support and maintenance

This is not a single event, but will cover from planning until day two of support following go-live.

The time will depend on scope, from a single module deployment with little customisation to a multi-module deployment with heavy configuration, large-scale data migration and multiple system integrations. DHRP provides a realistic discovery timeline that is not a fixed period of time, but depends on the modules you are looking for, the amount of data, and the number of users.

DHRP has five phases: Discover & Assess (Current systems and goals review), Design & Configure (Map Dynamics 365 CRM to workflows), Migrate & Integrate (Move and validate data from legacy systems), Test & Train (Validate in real scenarios, train each user role), Deploy & Support (Go-live with hypercare, support ongoing).

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