Automated Service Booking Budgets in Microsoft Dynamics 365 for NDIS

Introduction

Managing NDIS Service Booking Budgets doesn’t have to be manual or time-consuming. With the right setup in Microsoft Dynamics 365, organisations can automate the retrieval and visibility of Service Booking Budgets for NDIS participants, ensuring accurate and up-to-date information is always at hand.

Automating Service Booking Budgets

With Microsoft Dynamics 365, organisations can automate the retrieval and visibility of Service Booking Budgets by simply enabling NDIS Registered = Yes on the participant’s Account record. Once set, a scheduled background process runs daily to securely retrieve:

• Service Booking Budgets
• Service Booking Periods (where applicable)

Benefits of Automation

This feature can help tremendously. This means your team can:

• Automatically keep participant budgets up to date
• View Service Booking Budgets directly from the Participant record
• Track budget amounts, usage, released amounts and remaining balances
• Monitor Service Booking Periods and release status for PACE clients
• Reduce manual intervention and minimise data errors

Automated NDIS Integration & Access Security

If access permissions prevent the retrieval, the system safely disables NDIS registration until resolved — helping avoid repeated unauthorised requests and protecting the NDIS integration.

It’s a native, automated capability that streamlines budget management while giving teams real-time visibility inside Microsoft Dynamics 365.

Conclusion

If your organisation is looking to simplify NDIS budget management and improve operational efficiency, we’d be happy to help you explore what’s possible.