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Microsoft Dynamics 365 Customer Engagement

Unleash your organisation’s potential by breaking down data silos to connect customers, products, people and processes.

Preact focuses on Dynamics 365 for SMBs providing insights and expertise to build and support fixed priced CRM solutions that increase productivity and accelerate digital transformation.

Increase Productivity

Increase Productivity

Are you wasting time through duplicated effort and disconnected apps?

Empower teams to work smarter using connected apps and familiar Office 365 tools.

Engage Customers

Engage Customers

Would you like to improve the quality and consistency of your service?

Centralise data and develop connected processes that will delight customers and earn trust.

Protect Data

Protect Data

Worried about safeguarding data to ensure robust security and maintain privacy?

Industry leading security features will protect your data in the cloud and simplify user management.

Microsoft Dynamics 365 Customer Engagement Guide

Find out how Dynamics 365 will help you transform productivity, engage your customers and grow your business.

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Microsoft Dynamics 365 Apps

Dynamics 365 offers a choice of role based apps that will evolve with your business:

  • Only buy what you need - with a modular approach you'll avoid unnecessary overheads and complexity
  • Scale easily as your business grows - easily add modules which are connected to your existing apps thanks to a common data platform
  • Flexible licensing - licence users with an individual role based app, across all apps with the Customer Engagement Plan, or choose Team Member licensing for users who only need to complete basic tasks


What You Get

The following solutions, apps and entitlements are included with each Dynamics 365 subscription:

Sandbox Environments*

Mobile Apps

Knowledge Capabilities

PowerApps

Integrated Web Portal*

Gamification*

Microsoft Flow

Generous Cloud Storage

Microsoft Office Online

Outlook App

Voice of the Customer Surveys*

Microsoft Dynamics 365 Customer Engagement Apps

Dynamics 365 for Sales

Go beyond sales force automation to better understand customer needs, engage more effectively, and win more deals. With Dynamics 365 for Sales, sellers can focus on the best opportunities, gain actionable insights, get a complete view of their prospects and feel assured that data is correct and easily accessible.

Dynamics 365 for Customer Service 

Earn loyalty by giving agents complete information so they can provide a seamless support. Built-in intelligence means that not only can you deliver faster and more personal customer service, but also ensures you can add value to every transaction.

Dynamics 365 for Field Service

Optimise scheduling, assign the most suitable technicians to work orders and empower teams with the tools they need to increase client satisfaction. With Dynamics 365 for Field Service quickly find and schedule the best resource for each job and turn service calls into a strategic advantage. It provides everything you need - from optimized work order scheduling to predictive maintenance.

Dynamics 365 for Project Service 

Complete projects on time and on budget with integrated project tools. Dynamics 365 includes a range of templates to support you in building project plans. It will show you who is working on what and how the project currently stands. 

Dynamics 365 for Marketing

Transform your customer journey through personalised experiences and high-quality engagements. Move beyond basic email marketing with marketing automation by connecting Dynamics 365 with ClickDimensions or dotmailer. Connect sales and marketing, automate processes and make smarter decisions to maximize marketing ROI.

Unified Interface

The Dynamics 365 user interface connects modules and apps so they are accessible in one location with a consistent experience across any browser, device and screen size. 

Each Dynamics 365 app features predictive insight and actionable next steps thanks to embedded machine learning and artificial intelligence. The user interface connects with Office 365 thanks to a shared data platform, so you can easily navigate and switch between Dynamics 365 apps and Outlook, Excel, Sharepoint and more.

Dynamics 365 Unified Interface

Embedded Intelligence

Collect data throughout your business and use embedded Power BI analytics to gain insight and drive smart decisions across all apps. With Power BI, you can access real-time insights from your data so that you can instantly monitor your key performance metrics, spot trends and drill down to uncover insights within a single dashboard.

Common Platform

Unlock the potential of Dynamics 365 and Office 365 with the Microsoft Power Platform (PowerApps, Microsoft Flow and Power BI) supported by a Common Data Model that brings your data together and connects to hundreds of data sources out of the box.

Enable people to do their best work by unifying relationships, processes, and data with comprehensive business applications connected through a single, secure and scalable cloud platform.

Trust Preact With Your Dynamics 365 Project

  1. CRM Expertise - CRM is our core business. We have implemented and supported Microsoft Dynamics for more than 10 years and we are 100% focused on Dynamics solutions.
  2. Straightforward Communication - our clients often describe us having a flexible, down to earth approach and delivering a friendly service based on a clear understanding of their business.
  3. We Know the Cloud - Preact were early cloud adopters and we hold Microsoft's highest accreditation for CRM cloud solutions.
  4. Proven Methodology - choose one of our implementation packages to fit your requirements, timeline and budget. Each reflects our rapid, agile deployment process that delivers early success.
  5. Living our Values - At the heart of Preact's culture sit our core values: Putting Clients First, Being the Best and Growing Business Together. Our commitment to living these values is central to the way we behave with our clients and each other.

I’ve been very pleased with Dynamics 365 and found it to be a highly reliable cloud system which has proved instrumental in helping our business grow and sustain success during a period of unprecedented change in our industry. The support we’ve received from Preact has been a success story and we've reaped the rewards of their help.

  • BeBa Energy
  • Darren Oliver, Technical Director

I'd give Preact 10/10 for the way they are helping us manage Microsoft Dynamics CRM. We have high standards and it is to the credit of their team that we are satisfied. Preact work in professional manner but with flexibility and we don't find them to be corporate which is big attraction for us. They are always honest in their discussions with us and we’ve seen the value of their agile approach.

  • STIHL GB
  • Jamie Eyton-Jones, IT Analyst

Preact have consistently delivered a high level of customer care and attention to detail. I find their team to be professional, knowledgeable, credible and responsive. We have worked with other developers in the past and I’ve never had more confidence in a firm than I do with Preact. Their technical knowledge of the Microsoft Dynamics platform is second to none.

  • ramsac
  • Dan May, Commercial Director

I'd 100% recommend Preact to any organisation that is looking for a Dynamics Partner.   We have named contacts which means it's really easy to pick up the phone and speak to them to get advice and bounce off ideas which is really important to us. Their support team are very friendly and clearly know their stuff.

  • Children's Food Trust
  • Lee Mather, Data Developer

"When we look for emerging trends and patterns we could easily spend 20 hours or more collecting and analysing our data but using Power BI everything we need is available in real-time.”

  • The Matthew Project
  • Malin Holm, Data Lead
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Choice of Implementation

If you want to get started immediately and pay monthly, or if your project requires more detailed scoping and testing, we have an fixed price implementation package to fit your needs:

Scope Led Implementation of Dynamics 365

Scope Led

Starting with a fixed price consultancy we'll fully define and document your requirements. This approach is recommended if your project includes external integration, if it involves multiple custom entities or complex processes.

Quick Start Implementation of Dynamics 365

Quick Start

Includes all the essentials to complete your cloud implementation in just a few days. Beginning with high-level scoping we'll customize Microsoft Dynamics 365 to fit your processes and deliver this as a fixed scope, fixed price service.


Instant CRM Implementation of Dynamics 365

Instant CRM

Go live with Dynamics 365 now and spread costs monthly. We'll provision your database, apply our sales-optimised template, provide phone support and access to free web training that will help you hit the ground running.


Let's Talk! Get Dynamics 365 Advice Today

Complete this callback form to discuss your requirements and get advice from our Dynamics experts:

* Not available with Dynamics 365 Professional licences for Sales and Customer Service apps. Web portal entitlement is subject to a minimum of 5 full Dynamics 365 enterprise licences.

Top 10 Benefits of Microsoft Dynamics 365

Learn more about how this will accelerate your business growth through digital transformation

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