150+ Ways To Improve Dynamics 365 With a Managed Service

Once implemented, Dynamics 365 will continually evolve in response to user change requests, further deployment phases, and as Microsoft introduces new product features.

The breadth of these features is already huge and following recent changes to the Power platform on which Dynamics apps are built, there has never been greater flexibility or scope to personalise and extend the system.

Preact works with the majority of our clients on an ongoing basis through a managed service which reflects our commitment to building long term relationships and recognition that Dynamics 365 projects are subject to continual change.

This service provides access to a bank of hours which can be allocated for our team to complete any Dynamics related tasks that will further improve the system by configuring new apps and features, or by applying customisations. These resources can also used to develop in house Dynamics expertise through CRM consulting, mentoring and user training.

With so many possibilities for increasing the value of Dynamics through these actions it's a challenge to know about all the various options there are for using this time. 

To address this, we've reviewed our records to identify the most frequent activities on which our clients have used their managed service time during 2018. 

We've shown these results in a quick reference table that covers more than 150 different managed service tasks across the D365 Customer Engagement apps. 

In addition to routine tasks such as field customisations, creating reports and code checks, this also reflects the latest product usage trends and new releases. This also includes Unified Interface migration planning, utilising Azure blog storage, web portal implementation and utilising Microsoft Flow.

We've grouped these activities into a series of categories that include user training, integration, engagement and data migration tasks.

If you are already using our managed service, or if you are looking for some ideas for how you can progress your Dynamics 365 implementation and take this to the next level, we hope you find this useful.

It's important to note this is isn't an exhaustive list. There are many additional activities that could also be included and undoubtedly more items will in 2019 as a result of future updates so we'll aim to keep this updated! 

Click here, or the image below to open the PDF


Receive CRM and Microsoft Dynamics 365 Updates

If you enjoyed this post, why not join our mailing list to receive emails about the latest updates and events from Preact?