Helping advance quality care and support in the Western Australian community

Company Background

CommunityWest is a not-for-profit organisation committed to advancing quality services in the community. Assistance includes provision of staff training and development; project & change management; and learning resources and tools.

Business Situation

CommunityWest services and staff numbers were growing and a centralised tool to manage the contacts and companies using the services; as well a tracking the progress and performance of the organisation was required.

Company Product & Services

Not For Profit Organisation

Staff Training & Development

Project & Change Management

Learning Resources & Tools

Our Solution

The solution was to replace Microsoft Business contact Manager with Microsoft Dynamics

Microsoft Dynamics CRM

Microsoft Dynamics CRM was used for centralised names and companies, and tracking activities related to Service delivery.

Microsoft Outlook Integration

Microsoft Outlook continued to be used as the primary work tool, with CRM available within its functions.

Project & Grants Management

Information related to Projects and Grants was stored centrally within Microsoft Dynamics CRM using its flexible customisation capability.

Dynamics 365 Benefits

  • Familiar Microsoft Style Look, Feel & Use

    Staff had a familiar way of using products similar to their existing Microsoft Outlook.

  • Great Local Support
  • Great Internal Support by Metisc
  • Capability For Change
  • Powerful Integrator
  • Microsoft Suites
  • Excellent Customer Service

Customer Testimonial

We needed a centralised and reliable way of managing and tracking our projects and grants which aim to grow and embracing change in support and care in the community

Helen Attrill