Microsoft Dynamics 365 CRM Consultancy

Preact is a CRM Consultancy and Microsoft Gold Partner, specialising in Dynamics 365 Customer Engagement and Microsoft Business Applications.

Our team work with small and medium-sized businesses, charities and enterprise teams, across numerous industry sectors to help clients realise greater value from Dynamics 365 and the Microsoft Power Platform.

Let's Talk

If your organisation is considering implementing Dynamics 365, read about our consultancy options for a custom CRM projects and CRM starter packs.

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:

Bespoke icon

Customisations

Quickly make improvements to your system through customisations and implementing change requests.

Consultancy tailored workflows icon

Tailored Workflows

Configuring guided flows, approvals and automated workflows to increase the efficiency of your processes.

Consultancy customer reports and dashboards icon

Custom Reports

Bespoke reports and dashboards including Power BI analytics to help everyone uncover new data insights.

Power App web portals icon

Web Portals

Deploying an integrated self-service web portal that will transform service and increase engagement.

Consultancy integrations icon

Integrations

Connecting your data to create a single relationship view in CRM and streamline processes.

Consultancy next project phase icon

Next Project Phase

Helping you execute the next phase of your Dynamics 365 project.

Consultancy new features icon

New features

Helping you understand and leverage the latest Dynamics features.

ClickDimensions icon

Marketing Automation

We'll help you execute your marketing plans within Dynamics 365 using embedded solutions.

Consultancy Power Apps icon

Power Apps

Building custom apps to handle your processes and connect these with Dynamics 365.

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.

Read More About Our Approach

Our clients include...

What our clients say...

Download Case Studies

Request a Call Back

Request a call back now, or schedule a call with one of our consultants, to discuss your CRM consultancy requirements.

By submitting this form, you agree to Preact's privacy policy and the processing of this data.