Top 10 Managed Service Benefits for Microsoft Dynamics 365

"You are never done with CRM. Things are constantly evolving.”
Gartner Research

Organisations frequently take a phased approach to CRM opting for an initial deployment  to one or two teams that focuses on priority issues.

As well as providing a fast route to early success this strategy minimises upfront CRM cost and avoids the distraction of a long drawn out project that takes people away from their regular activities.

Once early wins are secured, attention will focus on the next steps to extend and improve the system.

As CRM becomes more embedded in a company's culture and processes, and teams become more proficient users, new requirements will be identified to increase its scale.

This puts pressure on administrators to action these requests promptly but due to other demands on their time, delays may result before these requests can be actioned.

If users encounter a long wait before requests are applied, their engagement and goodwill towards the CRM project will be at risk.

Our managed service for Microsoft Dynamics 365 recognises that CRM is never done. It continually evolves in response to changing needs and technology.

This provides businesses with a bank of Dynamics hours that are allocated for our experts to implement user requests, apply customisation and configure new processes that extend the benefits of the system. 

These resource can also be used to schedule training to develop user skills and help everyone do more with the application.

If your organisation has implemented Microsoft Dynamics CRM / 365 but doesn't have the backup of a CRM managed service, here are 10 examples that demonstrate the advantage of a managed agreement from Preact.

#1 Help with all Dynamics 365 / CRM Requirements

In comparison to regular break / fix support, our managed service provides in depth assistance and consultancy across all CRM related requirements.

This includes Dynamics user training, configuring new functions, integration work, creating new automated processes, or delivering the next project phase.

#2 Adapts to Fit Priorities & Budget

You decide how many CRM hours are loaded into the managed agreement which sets a predictable monthly price.

Start with just one hour a month (12 CRM hours annually), or choose 25+ hours a month for the sufficient Microsoft Dynamics consultancy, training and development resources that you need to achieve your CRM goals.

#3 Schedule Tasks On-Demand

Allocate hours on demand by scheduling Microsoft Dynamics tasks for our technicians and trainers to address new requirements as they arise.

Consultancy hours are loaded into each agreement enabling work to be quickly booked that avoids the need to complete a sales order for each item.

Spread inclusive CRM hours evenly throughout the year, or allocate the bulk of these resources in the first couple of months – it’s your choice!

#4 Includes Break / Fix Support

A managed service agreement also includes unmetered break / fix Microsoft Dynamics 365 / CRM support at no additional to quickly resolve issues and answer user questions.

#5 Includes Complimentary Training

Subscribe to the Premium version of our managed service you will have access to complimentary training hours that can be booked for any Microsoft Dynamics 365 / CRM courses.

Allocate training resources to improve user skills, learn new processes, train new user groups and drive critical user engagement...READ MORE

#6 Spread CRM Costs Monthly

Budget for the support and development of your system in the same way that you subscribe to Microsoft Dynamics 365 with predictable monthly payments.

#7 Phase Microsoft Dynamics Implementations

Schedule CRM tasks and project work over several months to phase the implementation or development and minimise interruption.

Microsoft Dynamics 365 is a vast system and only so much can be consumed in a single implementation.

Managed agreement hours can be allocated to carry out further project work that will extend the scope of Microsoft Dynamics. This could include email marketing, field service automation, case management, project management, CRM web portal deployment and integration work to increase the its benefits.

#8 Be Responsive to User Requests

Use CRM hours on-demand to respond quickly to user requests by delegating tasks for our technicians to implement changes and customisations that will drive greater user engagement and increase the value of Microsoft Dynamics.

#9 Technical Account Manager

One of our CRM technicians will be responsible for managing your account. 

They will oversee all work carried out and they'll be in frequent contact to discuss recent activities and share recommendations for additional CRM actions that will drive more value from Microsoft Dynamics 365.

With reliable access to a consistent, named contact who understands your CRM configuration, new requirements, questions and issues are efficiently dealt with.

#10 Outstanding Value

With inclusive Microsoft Dynamics support, CRM hours and complimentary training our managed service represents a significant saving compared to the costs of ordering individual consultancy session and separate phone cover.

Any Dynamics hours that are remaining at the end of the annual agreement will be rolled over so accrued time won’t be lost.


If you aren’t already enjoying these benefits to advance your Microsoft Dynamics 365 / CRM system contact Preact today to arrange a managed service quote and see what our customers say.

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