Microsoft Dynamics 365 - Sales, Customer and Field Service
The system of record for sales opportunity management, customer engagement, case management and operations, configured for the way your organisation actually runs.
See Dynamics in the fieldTechnology · Microsoft stack · 10 accelerators · 3 designations
We are deep specialists in the Microsoft business stack, with the solution designations, accelerators and delivery record to prove it.
Why it matters
Faster service, smoother journeys and digital experiences customers actually want to use.
Low-code foundations and reusable accelerators that let you ship and learn quickly.
Automation that removes the drudgery and frees your people for higher-value work.
Secure, governed, scalable platforms ready for whatever comes next.
The stack
The system of record for sales opportunity management, customer engagement, case management and operations, configured for the way your organisation actually runs.
See Dynamics in the fieldDecision-Led ERP that supports how your business runs, reports and performs long after go-live: modernisation, implementation, performance and recovery.
Explore our ERP practicePower Apps, Power Automate and Power Pages, governed properly so low-code stays an asset rather than sprawl.
How our engineers workMicrosoft 365 Copilot, Copilot Studio agents and the data estate that makes them trustworthy and useful.
Our approach to AIAzure Data Factory, Functions, Logic Apps and Purview, with Fabric for data integration at scale.
Data-driven businessUnified analytics and data lakehouse platform for large-scale data engineering, ML and AI workloads.
Data-driven businessEnterprise integration and automation, including Workato’s Enterprise MCP, connecting the systems your business depends on.
Our workAsset management with AssetVision, for registers, maintenance and the full asset lifecycle.
Explore the case studiesPortfolio, programme and resource management with OnePlan, across planning, delivery and reporting.
Explore the case studiesDynamics cloud accelerators
Source-to-contract and supplier management on Dynamics.
Member lifecycle, registration and renewals.
Document and evidence management with full traceability.
Incident, hazard and safety management.
Application, assessment and issue of licences and permits.
Case, matter and investigation management.
Grant programmes from application to acquittal.
Obligation, compliance and risk management.
Asset registers, maintenance and lifecycle.
Visitor registration, induction and tracking.
Pre-built accelerators on Dynamics 365 and Power Platform
Up to 80% of implementation cost saved against building from scratch
Exco solutions listed on the Microsoft App Store
Our work
The FWC aimed to modernise its unfair dismissal conciliation services, which were hindered by outdated systems and manual processes. Partnering with Exco Partners, they adopted a human-centred design approach to build a seamless, secure, and scalable digital platform using Microsoft technologies. The solution included AI-powered case routing, a customer portal and automated workforce management tools. These innovations significantly improved case handling efficiency, agent productivity, and public engagement. The transformation continues, with future enhancements focused on expanding AI capabilities and refining service delivery.
Read the caseThe Fair Work Commission (FWC) replaced its outdated Modern Awards Pay Database (MAPD) with a new system called Modern Awards and Rates System (MARS). Developed by Exco Partners using Microsoft Dynamics 365 and Azure, MARS is a low-code, scalable platform designed to streamline award management, reduce operational risk, and enable business users to manage complex pay data independently. The transformation significantly enhanced processing speed, data accuracy, and user autonomy, supporting FWC’s broader digital strategy and improving compliance and efficiency in managing over 70,000 pay rates across 155 modern awards.
Read the caseASIC partnered with Exco Partners to modernise its Enterprise Data Platform (EDP), a key enabler of regulatory enforcement, analytics, and digital services. Using a modern data stack Databricks, Delta Lake, Data Vault 2.0, R Studio, and Collibra, Exco Partner delivered a scalable, governed platform that now supports strategic initiatives like investigations and the Modernisation of Business Registers. The transformation has reduced data onboarding time, improved quality and lineage, and accelerated insights for regulatory teams.
Read the caseRed Cross Lifeblood plays a vital role in ensuring a safe, reliable blood and plasma supply across Australia. However, legacy systems limited real-time visibility, affecting responsiveness to shifting supply and demand. To address this, Exco Partners implemented a scalable, real-time data platform using Delta Live Tables on Databricks. The solution, known as Bloodlytics, delivers real-time insights, enhances operational efficiency, and supports faster, life-saving decisions.
Read the caseThe City of Melbourne provide essential services to millions of residents and businesses. The council was keen to understand how Generative AI would impact employee experiences. Exco conducted a two-part pilot using Microsoft 365 Copilot and Copilot Studio which was aimed at assessing risk, user adoption, cost, and business benefits. The pilot results demonstrated significant time savings and improved employee output, with high participant satisfaction.
Read the caseHydro Tasmania modernised its contract management processes by replacing a manual system with a robust, integrated platform built on Microsoft Platform. Delivered in partnership with Exco Partners, the solution centralises agreements, automates workflows, integrates spatial data, and provides real-time insights through dashboards. The result: greater efficiency, reduced risk, and empowered contract managers with smarter tools and stronger governance.
Read the case