How Charity CRM Can Increase Donor Engagement & Boost Fundraising
Microsoft Dynamics 365 CRM Partner and Power Platform Experts
Preact is a Microsoft Dynamics 365 Partner helping businesses and charities accelerate their digital transformation by breaking down silos to connect people, data and processes.
Our mission is to enable organisations to achieve more with Dynamics 365 and CRM solutions built on the Microsoft Power Platform.
How can Preact help you?
What would you like do?
Have you implemented Dynamics 365, but aren't seeing the expected results?
Through our system take-on process, we will address your immediate challenges to increase Dynamics 365 adoption and improve performance.
- See examples of how Burgess Yachts enhanced its Dynamics 365 system with the benefit of access to product insight from the Preact team.
- Find out how Preact enabled Mencap to take the next step with Dynamics and provided continuity to support their system.
- Discover the outcomes that Socket Mobile has achieved with Dynamics using Preact's managed service and regular engagement calls.
Do your processes involve repetitive manual tasks?
We will work with you to implement efficient workflows and automated processes that remove the burden of data entry to unlock productivity gains and improve data quality.
- Discover how Preact helped Age UK Islington move to paperless processing of its casework.
- Read how WS Training saved up to 90% more time with connected booking processes using Preact's Course Manager application.
- Find out how Preact developed a mobile app enabling Burgess Yachts to streamline its booking processes.
Do you want better insights from your data?
Let Preact help you unify your data, so this is a trusted, single source of truth to transform reporting and improve decision-making throughout your organisation.
- Discover how Preact enabled Virtual College to gain richer customer insights by connecting multiple data sources.
- Read examples of how Age UK Islington uses Dynamics 365 with Power BI to improve its local services.
- Find out how Dart Valley Systems has saved several days each month using Dynamics data for its reports.
Are you looking for clearer visibility of your sales pipeline?
Preact supports sales teams' transition from manually compiling forecasts and updating Excel to using CRM applications that provide real-time analytics.
- Read how Interaction moved away from spreadsheets to improve its data capture and keep on top of its pipeline using Dynamics 365 Sales.
- See how Fourfront Group transformed its pipeline reporting with data-driven insights by deploying Dynamics 365.
- Find out how Digital Workplace Group is better connected to its sales reporting with Dynamics.
Are you looking to improve the consistency of your service?
Through case management processes, web portals, knowledge base management and feedback capture, we will configure solutions that help your team quickly resolve issues and consistently delight customers.
- Read how Preact helped Future Fit Training use Dynamics 365 automation capabilities to complete its student enrolment processes in real-time.
- Learn how BeBa Energy uses Dynamics to meet its service level commitments and gain data insights to provide proactive maintenance.
About Preact
As a Dynamics 365 Partner, we support organisations of all sizes to digitally transform and achieve successful outcomes with Dynamics 365 applications and our unique IP built on the Microsoft cloud platform.
Since 1993, businesses across numerous industries have trusted Preact to implement CRM solutions that connect their business processes, protect data, transform reporting, achieve faster sales and delight customers.
If you are considering a new CRM solution or want to achieve better results from your existing Dynamics 365 system, we offer a flexible approach and friendly service with the reassurance of expert insight from one of the UK's top Microsoft partners.
Preact are Proud to be Dynamics 365 Partners of:
Our Dynamics 365 & Power Platform Partner Services
If your organisation is looking to get started with Microsoft Dynamics 365 and the Power Platform, or you are looking to gain greater value from your system, Preact are here to support your business. Our services include.
Our Dynamics 365 & Power Apps Solutions
Starting with feedback and ideas collected from the Preact community, our team regularly releases solutions built on the Microsoft Power Platform which add more functionality to Dynamics 365 and model-driven Power Apps.
Course Manager
Simplify the administration of your training events
Charity Hub App
Out-of-the-box membership and donation management
Address Lookup
Ensure accurate data entry with address lookup capabilities
Record Tagging
Easily tag any record to build profiles and personalise view filters
Deals App
Sales management, without the cost and complexity of CRM
Multi-Select Lookup
Configurable field lookup enabling multiple records to be selected
DocuSign Connector
Quickly send documents for electronic signature from Dynamics 365
Accelerator for D365 Sales
Complete the quickest and most comprehensive rollout of D365 Sales
Field Service Accelerator
Save time and costs using our optimised build of D365 Field Service
Split Invoices
Automatically split orders into multiple invoices for phased payments
Drag & Drop Sub Grids
Simply drag to reorder a set of records within in a sub-grid
Price List Manager
Quickly apply price changes by copying products to a new list
Dynamics 365 Partner FAQs
Microsoft Dynamics 365 partners must demonstrate they genuinely understand their specialised field and are at the cutting edge when implementing sustainable solutions using Dynamics 365 and the Power Platform. As a Microsoft Gold Partner, Preact has access to Microsoft's latest learning resources and tools, and this technical expertise gets fed back to our clients. We can also access Microsoft support on-demand, so if a system has gone down or is experiencing a significant issue, we will be able to provide rapid advice directly from Microsoft.
Furthermore, as a Managed Gold Partner, we have a direct line to Microsoft UK's commercial and technical solution specialists. This deeper level of engagement with Microsoft allows us to build more connections and strengthen our capabilities which helps us better serve our clients.
Preact holds multiple Dynamics 365 Gold Partner accreditations from Microsoft, and each is subject to eligibility criteria. This includes a Partner Contribution Indicator score used to assess a partner's progress towards attaining or retaining a Gold Cloud Business Applications competency. These metrics include net new Dynamics 365 revenue, the number of customers added, active user growth and a minimum requirement for the number of our team members holding active Functional Consultant and Developer certifications.
Microsoft Dynamics 365 Innovate and Thrive Guide
Get your guide to delighting customers and winning faster with connected processes and intelligent insights.
