Microsoft Dynamics 365 for SMB

No matter the size of your business, Preact will support you in your CRM journey. We have served thousands of small firms for more than 25 years helping them achieve outstanding results from CRM systems.

From pre-sales advice to implementation, user training and support we’ll take care of all your CRM requirements.

No matter where you are in your CRM journey, whether you are planning to implement a new system, or if you have already purchased Microsoft Dynamics 365, we will help you extract the most from your CRM strategy.

Contact us to discuss your requirements and find out how we will help you achieve your CRM goals.

Do you rely on spread-sheets to track important customer information?

Does your business run on processes? Or, would you like it to?

Do you waste hours every month manually compiling reports?

Would you benefit from knowing more about your clients?

Do you need need a better solution to help you grow your business?

If your answer to any of these questions is yes, Dynamics 365 is sure to be one of the most valuable systems you can implement.

Connect with Customers

With access to every client communication, relationship and processing detail in a single interface, imagine the possibilities…

  • Deliver amazing service with instant access to recent interactions
  • Proactive relationship building through task alerts and reminders
  • Case management tools to efficiently resolve service issues
  • Increase scale by deploy self-service customer web portals  
  • Target contacts with personalised marketing campaigns that grow account revenues

Grow Efficiently

You’ve got big plans, so you need technology that will makes best use of your resources and grow with your business.

You can have it all - integration, agility and the freedom to work how you and your team work best.

Whether you are looking for a cloud deployment, or you want to install Dynamics on-premise, Preact has flexible options for all requirements and budgets that will minimise up-front expense, achieve quick wins and support your growth strategy.

Business Insight

Uncover insights to assess performance and make sure you are on-track to achieve your goals with live dashboards and reports.

Turn data into action through business intelligence capabilities and forecasting to increase opportunity conversions, improve service delivery and optimise marketing campaigns.

Connect Dynamics 365 with Power BI and transform data into rich visuals to stay in the know, spot trends and push your boundaries further.

Do Business Anywhere

Access customer and business data from anywhere, on virtually any device.

Options for offline working and web access as well as mobile apps empower everyone to do business wherever they work.

Safeguard Your Business

Your customer database is a castle that needs protection in a digital and connected world.

We implement CRM systems that help small businesses protect their data – whether on-site, in the cloud, or on mobile devices.

  • Centralise data in a single, secure database
  • Protect data with automated daily back-ups
  • Security controls to protect sensitive customer information
  • Helps demonstrate compliance with privacy legislation including GDPR 

Ready to Implement?

We’ll get you started with Dynamics 365 and we'll be on hand to answer user questions, share best-practice and help you extend its benefits. Phone us on 01628 661 810 to discuss how we'll help you:

Import your customer & sales data

Customise D365 to fit your sales & reporting requirements

Market to your contacts & leads

Map your business processes to Dynamics

Learn CRM functionality

Configure user access permissions & security roles