Through our consultancy services, we will support you by transforming the setup of an existing Dynamics 365 system to realise greater value. These can be booked as individual consulting days, but in most instances, clients use our Elevate 365 managed service to schedule these engagements.
If you are already using Dynamics, but its performance isn't meeting expectations, we offer a project recovery and system take on consultancy to get back on track.
Our Dynamics 365 & Power Platform Consultancy Includes:
Quickly make improvements to your system through customisations and implementing change requests.
Configuring guided flows, approvals and automated workflows to increase the efficiency of your processes.
Bespoke reports and dashboards including Power BI analytics to help everyone uncover new data insights.
Deploying an integrated self-service web portal that will transform service and increase engagement.
Connecting your data to create a single relationship view in CRM and streamline processes.
Next Project Phase
Helping you execute the next phase of your Dynamics 365 project.
Helping you understand and leverage the latest Dynamics features.
We'll help you execute your marketing plans within Dynamics 365 using embedded solutions.
Why Choose Preact
Our team has the expertise and resourcing to help you exploit Dynamics 365 to its fullest. If your priorities include improving service quality, enriching data, increasing lead generation, reducing operating costs, or gaining a clearer view of your business, Preact will help you achieve your goals.
Preact has specialised in implementing & supporting CRM solutions since 1993
Quickly implement Dynamics 365 using our prebuilt solutions & fixed price packs
Inner Circle Partner
Preact has been named in Microsoft's top 1% of worldwide partners since 2018
Microsoft Gold Partner
We've invested in our team to ensure Preact holds multiple Gold accreditations
Our team's expertise includes Dynamics, Power Platform & Azure Cognitive Services
Join our Community
We are trusted by over 10,000 users of Dynamics to support their systems
No Annual Commitment
Our managed service doesn't tie your organisation to a 12-month contract
Our managed service clients can deploy our packaged solutions at no additional cost
Our managed service clients also receive free access to our eLearning Academy
Review our case studies to see examples of the results we help our clients achieve
Each member of our senior management team has at least 20 years' Preact service
Our clients include...
What our clients say...
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. Preact's support has been a success story and we've reaped the rewards of their help.
- BeBa Energy
- Darren Oliver, Technical Director
We've received excellent support from Preact through their account management, technical help and consultancy. A key part of this has been the continuity in speaking to people who understand our business and how we use Dynamics.
- DDC Dolphin
- Alan Hyde, Operations Director
We have good relationships with Preact’s team who know our account and understand our needs which saves a lot of time. Everyone we speak to is personable and I appreciate the upfront nature of these interactions, especially when communicating what the system can and can’t do.
- Future Fit Training
- Dave Hanley, Head of Commercial
From our first meeting, we were excited by Preact's vision of how Dynamics could work for us. We chose Preact because we saw they offered the flexibility we needed to get started with Dynamics 365 and I have been impressed with their approach. This has included a valuable contribution of recommendations and ideas from their project manager which has helped us make a positive start.
- Pioneer DJ
- Justin Porter, Finance and Operations General Manager
Dynamics makes it possible for people who aren’t technical experts to make changes. We have a nice balance between what we can do internally and what activities we involve Preact with. Our responsiveness to implement change has been a success story and much of this is down to Dynamics 365.
- Age UK Islington
- Andy Murphy, Chief Executive
Request a Call Back
Request a call back now, or schedule a call with one of our consultants, to discuss your CRM consultancy requirements.