MS 365 IMPLEMENTATIONS
HIGHLIGHTS
PEPPER MONEY BANK

Australia – 2024 – 2025
Implement Dynamics 365 Sales and Marketing to replace Salesforce
- Conduct workshops
- Gather requirements
- Design and build solution
- Build automations
- Provide Training
- Support Deployment
- D365 Sales
- D365 Customer Insights
- Power Automate
- Jira
SHARP NZ

New Zealand – 2022
Move from on-premise to cloud CRM system involving a CPQ system
- Conduct workshops
- Gather requirements
- Design and build solution
- Build automations
- Deployment
- D365 Sales
- Power Automate
- Experlogix
- Xpertdocs
HEARING AUSTRALIA

Australia – 2021
Holistic system modernisation project with multiple areas such as Sales, Marketing, Field Service and FinOps
- Lead end-to-end SIT
- Liaising with Business Analyst to capture requirements
- Provide training to SEM
- D365 Marketing
- D365 Sales
- D365 Field Service
- FinOps
- AccelQ
- DevOps
LANDSCAPE SOLUTIONS
2023

Australia, New Zealand – 2023
Custom model-driven app to record time entries
- Conduct workshops
- Gather requirements
- Design and build solution
- Build automations
APPS / SOFTWARE
- D365 Model-driven app
- Power Automate
COUNTRY SOUTH AUSTRALIA
(2023)

South Australia, Australia
Power Pages Portal Integrated with Dynamic 365
- Conduct workshops
- Gather requirements
- Liaise with internal teams of developers
- Use DevOps for project traceability
APPS / SOFTWARE
- D365 Power Pages
- D365 Customer Service
- DevOps
NSW TRUSTEE AND GUARDIANS
(2023)

NSW, Australia
D365 Marketing to manage leads and automate a lead nurturing processes
- Conduct workshops
- Gather requirements
- Initial set-up of D365 Marketing
- Configuration of Marketing App
- Provide training to SEM
APPS / SOFTWARE
- D365 Marketing
- Power Automate
- DevOps
RICOH NZ
(2023)

New Zealand
MVP to introduce D365 Marketing into their new digital transformation
- Initial set up of D365 Marketing
- Basic configuration
- Provide training to SEM
APPS / SOFTWARE
- D365 Marketing
- DevOps
DEPARTMENT OF EDUCATION TASMANIA
(2021)

Tasmania, Australia
Implementing a Customer Engagement System
- Configuration of the solution
- Implementation of a Portal
APPS / SOFTWARE
- D365 Customer Service
- Power Automate
- Power BI
COUNTY COURT VICTORIA
(2020)

Melbourne, Australia
Justice Case Management solution powered by Elex Ratio’s Brief solution on the Microsoft Power Apps platform
- Participate in design workshops
- Participate in Functional workshops
- Use of DevOps for project traceability
- Deliver KUT sessions
APPS / SOFTWARE
- Custom App – Customer Service D365
- User Pilot
- DevOps – Test Plan
CERTIFICATIONS



