ERP and finance
D365 Finance and Operations, Supply Chain Management, AX and Business Central assessment, implementation, optimisation and support.
- Finance and month-end
- Procurement, inventory and costing
- Manufacturing, planning and WMS
Melbourne-based · Supporting Victoria and Australia
Senior ERP, CRM, HRM, BI, integration and frontline-operations support for growing Australian organisations—delivered through clear fixed scopes, practical architecture and accountable support.
Start with the smallest service that produces a useful business decision.
Connected capability
DSS works across the process boundaries where business systems usually fail: finance to operations, CRM to fulfilment, ERP to warehouse devices, and transactions to management reporting.
D365 Finance and Operations, Supply Chain Management, AX and Business Central assessment, implementation, optimisation and support.
Dynamics 365 CRM process design, pipeline visibility, service workflows and integration with finance and fulfilment.
Role-based workflows, approvals, employee data integration, document processes and reporting across Microsoft applications.
Power BI and Microsoft data-platform design focused on trusted metrics, reconciliation, refresh, security and action.
Power Apps, Power Automate and Dataverse solutions for controlled approvals, data capture, alerts and manual-work reduction.
APIs, EDI, files, Azure services, dual-write and third-party integrations with monitoring, reconciliation and ownership.
Frontline operations
Technology decisions should start with the work: receiving, put-away, replenishment, picking, packing, dispatch, production consumption, counting and exceptions.
Hardware, licences and third-party products are quoted separately.
Buy a defined outcome
Every package is governed by written scope, assumptions, client inputs, exclusions and acceptance criteria.
5 business days
Best for: D365 F&O, AX or Business Central instability, backlog or uncertainty
Stakeholder interviews, system/process review, risk register, prioritised 90-day plan and executive readout.
3 business days
Best for: Checking an ERP, CRM or integration proposal before committing
Scope, assumptions, licensing, architecture and exclusions review with a decision-ready question list.
Up to 20 hours / 2 weeks
Best for: Urgent errors, integrations, month-end issues or a support backlog
Incident intake, diagnosis, capped remediation, evidence, handover and prioritised backlog.
2 weeks
Best for: Spreadsheet reporting, disputed KPIs and slow operational decisions
Up to two systems and one spreadsheet, metric model, three report pages, refresh, security, UAT and training.
5 business days
Best for: Warehouse mobility, mis-picks, customer labels or handheld replacement
Site/process assessment, device and label fit, exception map, interfaces and pilot scope.
5 business days
Best for: EDI, API, file, dual-write or middleware failures
Interface inventory, critical-flow trace, logging/monitoring review and ranked remediation plan.
1 module / up to 12 users
Best for: New users, process drift, poor adoption or repeated support tickets
Role review, tailored materials, live training, recording, quick guide and Q&A.
10 business days
Best for: ERP replacement, acquisition, rapid growth or platform consolidation
Current state, target architecture, workstreams, dependencies, governance, roadmap and budget bands.
7 business days
Best for: Moving beyond accounting software or replacing a legacy ERP
Fit-gap, finance/operations workshops, data/integration plan, risks and implementation roadmap.
5 business days
Best for: D365 migration planning, reconciliation problems or repeated mock-load failure
Scope, ownership, mapping, quality, reconciliation, cutover controls and risk review.
Up to 24 hours / 10 days
Best for: Posting, reconciliation, batch, workflow or reporting delays
Issue triage, evidence, capped fixes/workarounds, control notes and next-period prevention plan.
4 business days
Best for: Email approvals, spreadsheets, re-keying and manual hand-offs
Process shortlist, value/complexity scoring, licensing/governance considerations and one pilot brief.
5 business days
Best for: Low CRM adoption, unreliable pipeline or disconnected customer service
Process, data, security, automation, integration and reporting review with a prioritised improvement plan.
7 business days
Best for: Employee onboarding, approvals, payroll interfaces or fragmented people data
Process and system map, data ownership, integration needs, controls, target workflow and delivery roadmap.
Up to 24 hours / 10 days
Best for: Growing case queues, poor routing, missed ownership or unreliable service reporting
Backlog classification, routing and ownership review, capped configuration fixes and recovery plan.
5 business days
Best for: Access risk, role sprawl, new teams or uncertainty before a licence decision
Named application scope, role and duty review, segregation observations, licence assumptions and action register.
Indicative website packages are fixed only for the written scope. Microsoft licences, Azure consumption, hardware, third-party products, travel, after-hours work and material scope changes are excluded unless stated.
Ongoing help
Choose a defined block for a bounded backlog or a monthly plan for continuing ownership. Final service levels depend on the application scope and agreed support hours.
PREPAID 10
10 consulting hours · valid 60 days
PREPAID 25
25 consulting hours · valid 90 days
PREPAID 50
50 consulting hours · valid 120 days
MONTHLY GROWTH
Up to 30 hours each month
Decisions before delivery
Build an executable plan across ERP, CRM, HRM, BI, integrations, infrastructure, data, security, people and governance—before committing to a large programme.
Request the 10-day plan →Applications, processes, interfaces, ownership, risks and constraints.
Capabilities, solution boundaries, data, integration, security and support model.
Workstreams, dependencies, sequencing, governance, budget bands and decision gates.
Practical knowledgebase
Plain-language guidance written for Australian finance, IT, operations and supply-chain leaders.
Review batch failures, integrations, security roles, master data and the unresolved change backlog before an upgrade or partner change.
Read knowledgebase →Separate physical movement, financial posting, reservation, unit conversion and integration timing before changing configuration.
Read knowledgebase →Map receiving, put-away, picking, packing, replenishment, exceptions and customer label rules before choosing devices or printers.
Read knowledgebase →Confirm finance, inventory, purchasing, sales, reporting, data migration and integration fit before licensing or implementation.
Read knowledgebase →Agree KPI definitions, ownership, reconciliation, refresh, security and exception actions before polishing visuals.
Read knowledgebase →Prioritise frequent, rules-based processes with stable ownership; include support, security, environments and exception handling.
Read knowledgebase →Experience that connects the parts
Dynamics Smart Systems is led by a Melbourne-based senior solutions architect and delivery professional with more than 25 years across enterprise applications and more than 14 years across Microsoft Dynamics and AX.
Experience spans finance, supply chain, procurement, inventory, warehousing, manufacturing, CRM, HRM, BI, integrations, data migration, user support, training, delivery governance and transformation planning.
Microsoft Certified Professional · Bachelor of Information Technology · Australian and international delivery experience
Start with a fit call
Use the form for a diagnostic, urgent support triage, proposal check, training requirement or transformation discussion.