Professional Services · Australia

Dynamics 365 for Professional Services in Australia

Dynamics 365 for professional services in Australia: opportunity-to-project hand-off from Sales into Business Central or Project Operations, time sheets, resource planning, milestone billing and utilisation reporting, with GST and BAS configured and a fixed quote in AUD.

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Dynamics 365 Sales, Service & Business Central Fixed quote in AUD ATO BAS configured

Typical timeline8-14 weeks

Implementation rangeUSD 15K-50K

Core appsSales · Business Central or Project Operations

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Products

Microsoft products we implement and integrate

Dynamics 365 Sales

Customer Service

Business Central

Finance & Supply Chain

Field Service

Power Platform

Microsoft 365

At a glance

Dynamics 365 for Professional Services in Australia: the short answer

Country: Australia
What it is: Dynamics 365 configured for professional services businesses in Australia: the apps, processes and integrations that sector needs, with GST and BAS and local payroll and data rules built in, delivered on a fixed quote in AUD.
Best suited to: Australian SMEs and mid-market companies already on Microsoft 365, groups needing multi-entity accounting in Business Central, and sales or service teams that want CRM inside Outlook and Teams.
Typical timeline: Sales or Customer Service: six to ten weeks. Business Central single entity: ten to twenty weeks. Integrations and multi-entity groups scoped individually.
What it costs: Licences at Microsoft list price (Sales Professional USD 65, Business Central Essentials USD 70 per user per month) billed by Microsoft or a CSP. Implementation is a fixed Shyphan quote in AUD after a free discovery call.
Local specifics: 10% GST with BAS lodgement to the ATO; Single Touch Payroll Phase 2 and superannuation; the Privacy Act and Australian Privacy Principles.
Delivered by: Shyphan AI Solutions, Dynamics 365 consultants and Zoho Premium Partner, on AEST / AEDT in English. Call +91 95651 53545 or email contact@shyphan.com.
Last reviewed: 24 September 2026

Scope

What Dynamics 365 does for professional services businesses in Australia

The apps and processes we configure most often in this sector, with the local compliance layer underneath.

Pipeline to project

Won opportunities create projects with budgets and teams automatically.

Time & expenses

Weekly time sheets and expense capture on mobile with approvals.

Resource planning

Bookings by skill and availability, utilisation and bench visibility.

Billing

Time and materials, fixed fee, milestone and retainer billing with WIP.

Profitability

Margin by project, client and practice in Power BI.

Client service

Customer Service cases and portals for ongoing client requests.

Rollout plan

A typical Dynamics 365 rollout for a Australian professional services business

Phases, indicative timing and what is delivered in each. Scope is fixed and priced in AUD after discovery.

Phase	Timing	Delivered
1. Discovery & engagement model	Weeks 1-2	Service lines, billing models, rate cards and resource roles captured
2. CRM & pipeline	Weeks 3-5	Dynamics 365 Sales for opportunities, proposals and win-loss, with Outlook and Teams capture
3. Projects, time & billing	Weeks 6-9	Business Central jobs or Project Operations: budgets, time sheets, expenses, WIP and invoicing rules
4. Resourcing & reporting	Weeks 10-12	Bookings, utilisation and margin dashboards in Power BI
5. Migration, UAT & go-live	Weeks 13-14	Open projects and balances loaded, first billing run rehearsed, cutover with hypercare

KPIs we configure in Power BI on day one

Billable utilisation
Realisation and write-offs
Project margin by client and practice
Days sales outstanding (DSO)
Pipeline coverage and win rate
Time-sheet compliance

What is not included by default

Custom ISV extensions, hardware and scanners, historical transaction migration beyond opening balances, and third-party subscriptions are quoted separately and listed in the proposal so there are no surprises at go-live. Licences are bought from Microsoft or a CSP at list price; Shyphan charges only for delivery and support.

Local specifics

Dynamics 365 in Australia: what changes locally

Dynamics 365 is global software. These are the local rules we configure before anyone logs in.

Dynamics 365 in Australia

Australia · AUD · AEST / AEDT · English

Business Central has a Microsoft-maintained Australian localisation with BAS and GST; STP payroll comes through an ISV we integrate.

Tax

10% GST with BAS lodgement to the ATO

Payroll

Single Touch Payroll Phase 2 and superannuation

Data protection

the Privacy Act and Australian Privacy Principles

Currency

AUD base currency with multi-currency where the group needs it

Working hours

AEST / AEDT, support in English

Documents

BAS, STP Phase 2 and superannuation

Why Shyphan

Why Australian businesses choose Shyphan for Dynamics 365

Independent consultants who implement Dynamics 365 and also Zoho and Odoo, so the advice is not tied to one licence.

Platform-neutral advice

We implement Dynamics 365, Zoho and Odoo. If Dynamics is the wrong fit for your size or budget, we say so before you buy licences.

Fixed quote in AUD

Scope, timeline and price agreed in writing after a free discovery call. Change requests are quoted, never absorbed into surprise invoices.

Compliance built in

Local tax, e-invoicing, payroll inputs and data-protection rules are configured and tested before go-live, not patched afterwards.

Seven offices, one bench

Project leadership in your time zone and a shared engineering centre, with on-site workshops in Sydney when the project justifies it.

Integration depth

Dataverse, Power Automate, Logic Apps and custom APIs to connect Dynamics to whatever you already run.

Support after go-live

Named consultants, SLAs and release-wave testing so the system keeps working through every Microsoft update.

How it works

Five steps from first call to go-live

Fixed scope, fortnightly demonstrations and no surprises at cutover.

Discovery & fit

A free call, then a short paid discovery if needed: processes, data, users and whether Dynamics 365, Zoho or Odoo is the right answer.

Solution design

Apps, licences, entities, security roles, integrations, localisation and a written scope with a fixed price in AUD.

Configure & build

Environments, configuration, customisations, Power Automate flows and integrations, demonstrated every two weeks.

Migrate & test

Cleansed master data and opening balances loaded, user acceptance testing on real scenarios, ATO BAS verified end to end.

Go-live & hyper-care

Cutover, role-based training, 30 days of hyper-care and hand-over to a monthly support plan.

Pricing

What Dynamics 365 costs in Australia

Microsoft list prices in USD as published for 2025; Microsoft or a Cloud Solution Provider bills licences directly and local currency pricing may differ. Implementation is a separate fixed quote from Shyphan in AUD.

Licence	List price	What it covers
Dynamics 365 Sales Professional	USD 65 / user / month	Core CRM: leads, opportunities, quotes, forecasting
Dynamics 365 Sales Enterprise	USD 105 / user / month	Full sales automation, AI insights, Copilot
Dynamics 365 Customer Service Enterprise	USD 105 / user / month	Cases, SLAs, knowledge base, omnichannel add-ons
Business Central Essentials	USD 70 / user / month	Finance, sales, purchasing, inventory, projects
Business Central Premium	USD 100 / user / month	Essentials plus manufacturing and service management
Team Members	USD 8 / user / month	Read access and light tasks across apps

Sales or Customer Service, 5-15 users

Implementation typically USD 8,000 to 25,000 (AUD equivalent quoted fixed): discovery, configuration, data migration, Outlook and Teams set-up, training and hyper-care over 6 to 10 weeks.

Business Central, single entity

Implementation typically USD 20,000 to 60,000: chart of accounts, ATO BAS, migration of opening balances and masters, inventory and reporting over 10 to 20 weeks.

Multi-entity or with integrations

Scoped individually. Each additional entity, integration, localisation or custom Power App is priced as its own line so you can see what drives the total.

Dynamics vs Zoho vs Odoo

When we recommend Dynamics 365, and when we do not

We are a Zoho Premium Partner and an Official Odoo Partner as well as Dynamics 365 consultants, and we recommend by fit. Dynamics 365 wins when you are already standardised on Microsoft 365 and Azure, need Business Central or Finance for multi-entity accounting, or have enterprise security and Power Platform requirements. Zoho usually wins for Australian SMEs on cost per user and speed to value across CRM, books, HR and helpdesk. Odoo wins when operations, inventory or manufacturing lead and open source matters. We will put that in writing after the discovery call, including the option not to proceed.

Zoho Premium Partner in Australia Zoho vs Microsoft Dynamics Odoo vs Microsoft Dynamics Odoo Partner in Australia

Industries

Industries we serve with Dynamics 365 in Australia

What a Dynamics 365 rollout typically looks like in each sector, so you can see your own processes in it before the first call.

ManufacturingBOMs, production orders, costing and quality in Business Central; dealer and distributor pipelines in Sales.

Distribution & wholesaleMulti-warehouse inventory, pricing tiers, credit control and route sales with Field Service or mobile apps.

Professional servicesProjects, time sheets, resource planning and milestone billing with opportunity-to-project hand-off.

Construction & contractingJob costing, subcontractor management, retention and progress billing with site-based approvals.

Retail & e-commerceShopify and marketplace orders into Business Central, POS integration, loyalty and customer service cases.

LogisticsShipment tracking, consignee records, driver apps and SLA-bound customer service.

HealthcarePatient and referral pipelines, appointment scheduling, procurement and consent handling under local data law.

Financial servicesKYC-aware CRM, case management, audit trails and reporting for regulated processes.

Real estateLead-to-lease and lead-to-sale pipelines, unit inventory, payment plans and owner portals.

Oil, gas & energyAsset and work-order management, contractor compliance and procurement across sites.

EducationAdmissions CRM, fee management, facilities and alumni engagement.

HospitalityGroup and corporate sales, event pipelines, procurement and multi-property reporting.

Every industry configuration sits on the same compliance layer in Australia: tax, e-invoicing, payroll inputs and data-protection rules set up before go-live.

FAQ

Dynamics 365 in Australia: questions we get asked

Business Central or Project Operations for a Australian services firm?

Business Central jobs cover most firms up to a few hundred staff. Project Operations adds advanced resource scheduling, complex contracts and multi-entity project accounting for larger practices.

Can consultants log time on mobile?

Yes. Time and expense entry on phone and desktop with approvals, and Outlook or Teams capture into the CRM.

How does billing work for fixed-fee and retainer work?

Contract lines define billing rules; milestones, retainers and time-and-materials can coexist on one project with WIP and revenue recognition.

How is ATO BAS handled on service invoices?

Tax on service lines by client and place of supply, ATO BAS reporting from the ledger, and withholding where the country applies it to professional fees.

How long does a rollout take?

Eight to fourteen weeks for Sales plus Business Central jobs; sixteen or more for Project Operations.

What does it cost in Australia?

Sales Professional plus Business Central Essentials licences; implementation typically USD 15,000 to 50,000, quoted fixed in AUD.

Can partners and consultants see only their own clients and projects?

Yes. Security roles and business units in Dataverse and Business Central limit visibility by team, client or practice while leadership sees the whole firm.

Does it handle retainers with rollover and true-ups in Australia?

Yes. Retainer contract lines with periodic billing, usage tracking against the retainer and automated true-up invoices or credits at period end.

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