Microsoft Nonprofit Australia

AFCA

Customer Service Automation · IT Operations Automation

AFCA needed to modernize its aging, customized set of systems to unify data and increase efficiency with automation.

Complainants save two business days on average, and the customer service team has fewer incoming calls for new cases, saving up to 15 minutes per call.
Leadership estimates that the improved processes have reduced the time required to create monthly invoices from six hours to just 60 minutes, which is approximately 80% faster.

Reported impact

Business outcome

Today, invoice creation is 80% faster, daily administrative tasks are reduced by 40%, and the number of emails that require a manual response has dropped by 27%.

  • Cost Reduction
  • Customer Experience
  • Productivity Improvement
  • Revenue Growth

Solution

AFCA built its Microsoft solution to improve customer-service and conversational-support workflows. AFCA needed to modernize its aging, customized set of systems to unify data and increase efficiency with automation. Key components included Power BI delivered dashboards, apps, or copilots to users, and Dynamics 365 Customer Service delivered dashboards, apps, or copilots to users. Requests and business records enter Dynamics 365 Customer Service, where Dynamics 365 Customer Service assists routing, summaries, or responses before the updated information is surfaced back to employees and customers through the Microsoft application layer. The stack stayed governed and extensible on Microsoft. Today, invoice creation is 80% faster, daily administrative tasks are reduced by 40%, and the number of emails that require a manual response has dropped by 27%.

Data flow

Requests and business records enter Dynamics 365 Customer Service, where Dynamics 365 Customer Service assists routing, summaries, or responses before the updated information is surfaced back to employees and customers through the Microsoft application layer.

Solution architecture

5 components · 3 layers
  1. Compute
    • Azure Provides the core cloud infrastructure and managed services underlying the deployment.
  2. Serving
    • Power BI Serves dashboards, narrative summaries, and self-service analytics to decision makers.
    • Dynamics 365 Customer Service Provides the case-management and service workspace for customer-support teams.
    • Dynamics 365 Finance Standardizes finance processes, controls, and transactional workflows in the cloud.
  3. Orchestration
    • Microsoft Power Platform Supports low-code automation and app development around Microsoft business data.

Architecture clues

  • Dynamics 365 Finance and Dynamics 365 Customer Service ushered in a new era of security and scalability with customer satisfaction at the forefront.
  • Manual processes Forecasting and business insights reporting were heavily manual, time-intensive processes and the legacy finance system didn't support further improvements to processes that would meet security and privacy goals.
  • To improve the customer and employee experience and strengthen the company's security stance while reducing IT costs, AFCA turned to Microsoft Dynamics 365 Finance, Supply Chain Management, and Customer Service.
  • While CASEY and Attache generally functioned well, both systems had become so outdated and customized, that they could no longer be updated and required hosting on external servers to keep them operational.

Evidence from the source

AFCA needed to modernize its aging, customized set of systems to unify data and increase efficiency with automation.
Complainants save two business days on average, and the customer service team has fewer incoming calls for new cases, saving up to 15 minutes per call.
Dynamics 365 Finance and Dynamics 365 Customer Service ushered in a new era of security and scalability with customer satisfaction at the forefront.
Leadership estimates that the improved processes have reduced the time required to create monthly invoices from six hours to just 60 minutes, which is approximately 80% faster.
To improve the customer and employee experience and strengthen the company's security stance while reducing IT costs, AFCA turned to Microsoft Dynamics 365 Finance, Supply Chain Management, and Customer Service.
Today, invoice creation is 80% faster, daily administrative tasks are reduced by 40%, and the number of emails that require a manual response has dropped by 27%.
Transparency Evidence & methodology 95/100 reference value · 89% confidence · 1 source

Review how this reference was scored and trace each normalized claim back to its documented source.

01

Scoring methodology

How scores are calculated

Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.

Customer reference value95/100
  • Problem clarity20/20
    Measures whether the customer's operational problem is specific enough to compare.
  • Implementation depth20/25
    Rewards named components, data flow, integrations, and architecture detail.
  • Outcome specificity20/20
    Measures whether the reported benefit is concrete rather than a generic claim.
  • Quantified impact25/25
    2 metrics describe measurable impact.
  • Deployment scale10/10
    Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence89%
  • Source authority20/25
    The main evidence is an official vendor-published customer story.
  • Claim traceability21/25
    10 of 12 key fields link to a named source.
  • Direct evidence20/20
    6 direct source quotes retained.
  • Date provenance10/10
    The publication date comes from the source page or publisher.
  • Source transparency8/10
    1 source reference document publisher, URL, authority, retrieval, and supported fields.
  • Implementation specificity10/10
    Rewards source-backed components, data flow, quantified impact, and a specific outcome.
02

Traceability

Sources & provenance

Field coverage shows which facts each source supports. Dates are shown only when documented by the source.

  1. Microsoft

    AFCA customer story

    First-party
    https://www.microsoft.com/en/customers/story/20414-afca-dynamics-365-customer-service
    Source type
    Vendor-published customer story
    Published
    Dec 12, 2024
    Supports
    • Customer
    • Business problem
    • Solution
    • Products
    • Solution components
    • Data flow
    • Integrations
    • technical area
    • use case category
    • Business outcome
    • outcome category
    • Metrics
    • Architecture
    • evidence quotes
    • Publication date

Date evidence

  • Published on source page Dec 12, 2024 · Microsoft · First-party
    Open date source
Not separately sourced Industry, Region, Company size. Treat these normalized attributes as lower-confidence until a dedicated source is added.