Expert Microsoft Dynamics CRM Support

Managed Service for Microsoft Dynamics CRM

The greatest risk to any CRM project is poor user adoption. Without user acceptance, understanding and support Microsoft Dynamics will struggle to deliver the expected results.

We offer a choice of support plans including our managed service that bundles into a single subscription all the resources that you’ll need to empower your team and realise your CRM objectives - this even includes complimentary training!

Contact us to find out more and to arrange a Microsoft Dynamics support quotation.

Microsoft Dynamics CRM Managed Service

Develop your CRM system avoiding high upfront support expense by choosing our managed service.

Phase your deployment, or simply take your Microsoft Dynamics database to the next level by scheduling consultancy hours and take advantage of complimentary training to develop your CRM user skills!

This bespoke agreement adapts to your requirements and budget - simply choose how many consultancy hours you need, then allocate CRM tasks on-demand.

CRM managed service is an annual agreement that includes:

  • Break / Fix Support for phone and remote dial in support for Microsoft Dynamics 
  • CRM consultancy hours to configure new features, customise your database and deliver the next phase of your project
  • Complimentary CRM training enabling everyone to leverage amazing results with Microsoft Dynamics CRM

Break / Fix CRM User Support

Speak to a CRM expert consultants whenever you need help to have your questions answered and resolve issues.

With years of supporting CRM users we have encountered most issues and a quick phone call will save you countless hours of time and lost productivity.

  • Unlimited usage phone & remote dial in support for Microsoft Dynamics CRM
  • Expert Support from a Microsoft CRM Gold Partner & Microsoft Technology Specialist
  • 4 Hour Service Level Agreement response for all CRM support issues
  • All Recent Versions Supported - CRM 2015, CRM 2013, CRM 2011 and Dynamics CRM Online

Whether your system was implemented by Preact, or another party, you'll receive easily accessible and clear expert advice to keep your CRM system running smoothly. 

We’ll answer your support questions, fix issues, help you to avoid downtime and leverage better results from your Microsoft Dynamics.

Comparing Our CRM Support Plans

Comparing our CRM support plans Break / Fix
Support
Managed Service
* RECOMMENDED *
Help with basic CRM 'How to' questions
Help with operational issues
Schedule inclusive consultancy hours for new CRM tasks x
Schedule complimentary training to accelerate CRM results x

Activate CRM Support

Contact Preact to arrange a quote for managed support or break / fix for Dynamics CRM.

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Examples of Managed Service Tasks

Improve the performance of your Microsoft Dynamics system by allocating inclusive hours to address CRM tasks and new requirements that aren't covered by break / fix support. These can include:

Managing CRM

  • Configuring user profiles & permissions
  • Managing CRM mobile access
  • Integrating Microsoft Social Listening
  • Setting duplication detection rules
  • Configuring CRM for Outlook
  • Managing data import / export processes
  • Using teams to manage user groups
  • Customising CRM reports, charts & dashboards
  • Managing CRM product catalogues
  • Spring cleaning your CRM database
  • Cleansing CRM forms
  • Measuring CRM user adoption
  • Showing / Hiding form fields
  • Improving CRM form load times
  • System health check
  • Optimising CRM data storage

User Training

  • CRM user introduction training
  • CRM sales team tuition
  • Introduction to CRM workflow automation
  • Managing marketing campaigns
  • How to measure campaign ROI in CRM
  • Creating personalised CRM views
  • ClickDimensions marketing training
  • Using CRM to qualify sales opportunities
  • Working with CRM marketing lists
  • How to customise CRM templates
  • Understanding lead routing
  • Working with CRM product and price lists
  • Managing contact sync settings
  • Power tips for CRM user navigation
  • Understanding activity tracking options
  • Advanced queries with advanced find
  • Following CRM records
  • New feature familiarisation
  • User acceptance training
  • Train the trainer tuition
  • Bespoke CRM tuition

Customising CRM

  • Configuring CRM process automation
  • Adapting CRM to manage projects
  • Automated lead scoring
  • Applying CRM entitlement processes
  • Integrating CRM with accounting / ERP
  • Integration with eCommerce platforms
  • Managing events in Microsoft Dynamics
  • Customising CRM to manage job tasks
  • Configuring Service Level Agreements
  • Visualising progress with CRM goals
  • Prioritising service cases using CRM queues
  • Creating nurture marketing campaigns
  • Using CRM for contract management
  • Configuring automatic case creation rules
  • Deploying an integrated customer web portal
  • Using CRM to track billable time
  • Setting automated account numbers
  • Enforcing process rules with CRM workflows
  • Setting workflows to show error messages
  • Customising quick create forms
  • Using CRM to manage orders
  • Configure SharePoint integration
  • Setting a CRM Internet Facing Deployment
  • Capturing client feedback
  • Adding new CRM entities
  • Assigning activities using round-robin processes

Our Microsoft Dynamics CRM Clients Include: