Microsoft Dynamics 365
Quickstart Solutions

Get started in as little as a week​

Get started with Dynamics 365 ​

 

A recognised leader in Power Platform and Dynamics 365 services, Barhead offers Quickstart Solutions for Dynamics 365 Sales, Marketing, Customer Service, Business Central, Finance & Operations and Not-for-Profit configurations.

Core

AUD 10,000
.

Live in 1 week

Fast-track your CRM deployment and have your business up and running on a modern cloud system in a week. Build stronger relationships with a 360-degree view of all customer interactions across your organisation, natively connected to Microsoft 365.​​

  • Manage your customer relationships (accounts and contacts) in a central database, tracking interactions across the whole organisation​
  • Accelerate sales by managing your pipeline from lead to opportunity with real-time dashboards and a standardised sales process, tailored to meet your needs​
  • View and update customer and opportunity details in real time in Outlook using Viva Sales​
  • Easily manage tasks and activities with native connections to Teams, Outlook and To-Do ​
  • Save and view related documents in context with native SharePoint integration​
  • Localised for the Australian market with standard address format and ABN validation​
  • Tailored for your business with options to select and configure custom data fields​
  • Simple and secure single sign-on using your existing Microsoft 365 credentials, with security roles applied for sellers and sales managers​
  • Access to end-user training materials​

Intelligent

AUD 20,000 –
AUD 50,000

Live in 2 – 4 weeks

Enable your sales team with AI embedded in the sales process, providing insights and intelligence to accelerate sales and provide a better customer experience. Drive productivity with automated workflows and extend your CRM to meet your unique business needs.​

This package includes everything in the Core CRM package, PLUS:

  • Enhanced Account/Contact 360 view and relationship insights​ to highlight key customer metrics

  • Predictive scoring, configured to reflect what has the most impact for your business​ and enables your sellers to focus on the leads and opportunities most likely to close

  • Sequences and an intelligent worklist to automate your sales processes
  • A fully connected mobile app your sellers can use for notes and to prepare for visits
  • Measure your performance in real time against forecasts by territory, seller or product ​
  • LinkedIn Sales Navigator integration​ to enhance your prospecting and relationships
  • Automated workflows, custom data tables/relationships, custom data fields, and custom reports or dashboards configured for your business
  • Manage your product catalogue, price and discount lists, and quoting process​
  • Import of your existing contact, account, lead, and opportunity data via Excel templates​
  • End-user training session​
  • Admin training session to support configuration of additional workflow automation and optimising AI capabilities​

Custom Solutions

–

Empower your team to take ownership and influence the customer buying journey more effectively with custom sales solutions that are tailored to your business’ sales requirements and goals.

The customised package involves everything in the Core & Intelligent package, PLUS customised applications aligned to your specific business requirements.

See Dynamics 365 Sales in action

Book an industry-specific demonstration to see how Dynamics 365 Sales could uniquely benefit your business.

BOOK A DEMO

Core

AUD 10,000
.

Live in 1 week

Fast-track your deployment and have your business up and running on a fully connected sales and marketing system in 1 week. Create personalised customer journeys at scale, and work with seamless handover, collaboration, and visibility between your sales and marketing teams.​​​​

  • Create highly personalised communications (email and SMS) and automated customer journeys using a drag-and-drop interface​​

  • Segment customers into groups based on any data and activity in Dynamics 365​

  • Trigger communications in real time based on customer actions, such as visiting your website or downloading a whitepaper​​

  • Manage subscriptions, communication preferences, and compliance requirements​​​

  • Provide your sales team with visibility of all marketing interactions on the main customer timeline, and an automated handover of marketing qualified leads​​​​​

  • Get started quickly with email templates designed to your branding and core segments as well as customer journeys tailored to your needs ​​​​

  • Generate new leads with a fully connected lead generation form embedded on your website​​​​

  • Training for your team to enable you with the ongoing skills to create segments, emails, SMS messages and automated personalised journeys

Intelligent

AUD 20,000
.

Live in 2 weeks

Generate new leads and nurture existing customers with a fully connected event management, marketing and CRM system. Manage and host in-person or online events, with a registration portal, attendance tracking, and personalised communications throughout the event journey.​​

This package includes everything in the Core Marketing package, PLUS:​

  • Manage the entire planning process for online, onsite, or hybrid events, including event planning, venues, speakers, and sponsors​​

  • A fully connected event portal, with options to set event capacity and waitlists​​

  • Manage attendees, welcome messages, and notifications when customers arrive at your event​

  • Enable your sales team to add or remove their customers from event invitation lists without exporting data to Excel spreadsheets​

  • Provide your sales team visibility of all event interactions on centralised customer data records in Dynamics 365 Sales, and automated handoff of leads generated from the event​

  • Automated personalised communication, reminder, and nurture journeys before and after the event​​

  • Monitor event feedback and customer sentiment with automated integrated surveys​

  • Measure and report on attendees and event results​​​​

Custom Solutions

–

Determine the best marketing strategies for your team, with a customised lead generating event and post-event campaign enablement solution with real-time analysis and behavioral insights.

The customised package involves everything in the Core & Intelligent package, PLUS Dynamics Customer Insights and customised applications aligned to your specific marketing requirements.

See Dynamics 365 Marketing in action

Book an industry-specific demonstration to see how Dynamics 365 Marketing could uniquely benefit your business.

BOOK A DEMO

Core

AUD 10,000
.

Live in 1 week

Fast-track your deployment and have your business up and running on a modern cloud case management system in a week. Streamline your case management process with case history, customer data, and all interactions stored together in a central database.​

  • Manage your incoming cases and associated activities in a central database with automated email to case creation

  • Provide agents with the ability to track and resolve customer issues quickly with an agent dashboard, standardised case resolution process, and knowledge base

  • Provide a seamless customer experience with a 360-degree of your customer data, including case histories and interactions across the organisation, in the context of the case

  • Manage SLAs and KPIs for first response and case resolution

  • Streamline tasks and collaboration with native connection to Teams, Outlook and To-Do

  • Save and view related documents in context with native SharePoint integration

  • Localised for the Australian market with standard address format

  • Tailored for your business with options to select and configure custom data fields

  • Simple and secure single sign-on using your existing Microsoft 365 credentials, with security roles applied for agents and customer service managers

  • Excel templates provided to upload existing data for accounts, contacts and cases

  • Access to end-user training materials

  • One-hour education session on additional Dynamics 365 capabilities to help with forward planning and roadmap

Intelligent

AUD 20,000 –
AUD 50,000

Live in 2 – 4 weeks

Enable your customer service team with AI embedded in the case management process, providing insights and intelligence to accelerate case resolution. Drive productivity with automated workflows and extend your system to meet your unique business needs. ​

This package includes everything in the Core Customer Service package, PLUS:​

  • Enhanced Case 360 view​ to highlight key case details, stakeholders and metrics

  • Provide consistent, automated email notifications to your customers throughout the case management process, with email templates tailored to your brand​

  • Automatically route and escalate cases to the right queue or team, based on agent skills, location and availability​​

  • Enhanced SLA management configured to meet your specific KPIs​​

  • Monitor customer feedback and sentiment with automated integrated surveys​

  • Measure your performance and customer satisfaction metrics in real time with intelligent dashboards​​

  • Configured for your business with automated workflows, custom data tables/relationships, custom data fields, and custom reports or dashboards​​

  • Import of your existing contact, account, case data via Excel templates​​​

  • End-user training session​​​​​​​​

  • Admin training session to support configuration of additional workflow automation and management of the customer service admin centre app​​​​​

Custom Solutions

–

Empower agents to resolve customer issues faster and more efficiently with a solution specifically customised to deliver more personal experiences for your customer.

The customised package involves everything in the Core & Intelligent package, PLUS customised applications adjusted to meet the specific objectives of enhancing customer experience.

See Dynamics 365 Customer Service in action

Book an industry-specific demonstration to see how Dynamics 365 Customer Service could uniquely benefit your business.

BOOK A DEMO

Core

AUD 350,000
.

Live in 12 weeks

Upgrade to a modern, cloud-based ledger system that can grow with you. Achieve greater data visibility for enhanced business decision-making through automated business processes and a single source of data.

  • Streamline and automate reporting using core financial modules ​

  • Automate approvals and notifications through workflows, ensuring timely processing

  • Improve controls with role-based approvals and permissions​

  • Reduce risk of errors by using automated processing and integrations ​

  • Eliminate manual tasks and streamline operations through automated accounts receivable processes​

  • Increase efficiency with streamlined accounts payable processes, and automate invoice processing, payment approvals, data entry as well as other tasks

  • Automate tax transaction recording to support the generation and automated submission of BAS returns, ensuring accuracy and timely reporting

  • Close books faster at month-end using automated task lists

  • Work from anywhere , and help support flexible work practices

Intelligent

AUD 650,000
.

Live in 19 weeks

Support your organisation with additional business process functionality to deliver greater visibility to real-time data underpinned by interactive dashboards. ​

Core Financial modules PLUS additional modules, including:​

  • Rules-based auto bank reconciliations reduce effort in analysing and resolving reconciling items​

  • Expanded financial reporting to use Power BI reporting in creating interactive dashboards and operational reports

  • Budgeting functionality to improve financial performance and accountability

  • Greater visibility through vendor portals

  • Increased compliance with automated tracking and depreciation calculations of assets, adherence to IFRS accounting standards for leased assets and timely renewals using auto-notifications and reminders

Custom Solutions

–

Support your organisation with additional business process functionality to deliver greater data visibility and support business decision-making.

The customised package involves everything in the Core & Intelligent package, PLUS customised applications adjusted to meet your business objectives.

See Dynamics 365 Finance & Operations in action

Book an industry-specific demonstration to see how Dynamics 365 Finance & Operations could uniquely benefit your business.

BOOK A DEMO

Core

Live in 2 weeks

Simplify financial reporting and forecasting with a single, centralised data source housing all of your financial information. ​

  • Streamlined Discovery Sessions

  • General Ledger

  • Cash and Bank

  • Accounts Payable

  • Accounts Receivables

  • GST

  • Excel Integration for Reporting

  • DIY – Barhead to provide guidance

Intelligent

AUD 175,000
Live in 8-12 weeks

Enhance your supply chain capabilities and effectively handle inventory across several sites.

  • Core Finance Capability in Rapid package

  • Sales and Purchase Orders and Returns

  • Inventory Management

  • Fixed Assets Management

  • Excel Integration for Reporting

Custom Solutions

Empower your team to take ownership with custom ERP solutions that are tailored to your business requirements and goals.

The customised package involves everything in the Core & Essentials package, PLUS customised add-on applications and advanced modules, including:​

  • Warehousing

  • Service Management

See Dynamics 365 Business Central in action

Book an industry-specific demonstration to see how Dynamics 365 Business Central could uniquely benefit your business.

BOOK A DEMO

Core

AUD 50,000
.

Live in 3 weeks

The Barhead Fundraising Solution (BFS) is a Microsoft Cloud-based, standardised, best practice deployment with localised features tailored to Australian not-for-profit (NFP) organisations.

  • Packaged Deployment – The BFS is a holistic solution, complete with the essentials such as Microsoft Cloud for Nonprofit, Fundraising and Engagement, Dynamics 365 Marketing, and Dynamics Sales Enterprise.
  • Localised Technology – The BFS has customised features tailored to Australian NFPs’ needs in stakeholder engagement, Australian payment services, managed giving solutions, campaign and income management, and data integrations and governance.

Capabilities:

  • Stakeholder Engagement: Communicate with donors and supporters effectively, connect volunteers to opportunities, and manage events from start to finish

  • Australian Payment Services: Simplify donations, individual giving, regular giving and financial transactions

  • Managed Giving Solutions: Provide donors an easy and reliable giving experience with recurring payments as well as support for bequests and more.

  • Campaign and Income Management: Optimise
    fundraising, generate cashflow forecasts, measure the impact of fundraising efforts, and track mission goals in real time

  • Data Integrations and Governance: Manage and secure sensitive donor data, and ensure compliance with local and global data protection regulations

Intelligent

AUD 100,000
.

Live in 6 weeks

Leveraging Barhead best practices, the BFS Intelligent Solution adds to the functionality of the Microsoft Cloud for Nonprofit to enable organisations to manage all aspects of their fundraising and donor engagement.​

  • Packaged Deployment – The BFS is a holistic solution, complete with the essentials such as Microsoft Cloud for Nonprofit, Fundraising and Engagement, Dynamics 365 Marketing, and Dynamics Sales Enterprise.
  • Localised Technology – The BFS has customised features tailored to Australian NFPs’ needs in stakeholder engagement, Australian payment services, managed giving solutions, campaign and income management, and data integrations and governance.
  • Long-tail support – The BFS comes with long-term support from Microsoft fundraising technology experts with decades of collective experience in the NFP sector

Capabilities include all in the Core BFS PLUS:

  • Personalised journeys for stakeholders

  • Pre-configured processes to simplify donations, individual and regular giving

  • General ledger integration

  • Peer-to-peer integration

  • Data migration with limited records online donations with pre-configured processes

Custom Solutions

–

The BFS Custom includes features and capabilities in the Core and Intelligent modules, PLUS customised applications aligned to your specific business requirements.

See the Barhead Fundraising Solution (BFS) in action

Book an industry-specific demonstration to see how the BFS could uniquely benefit your NFP.

BOOK A DEMO

Get started with Barhead

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