Dynamics 365 Project Rescue

There are many reasons why a Microsoft Dynamics 365 / CRM project may be at risk but the fallout could leave you with an incomplete or under-performing system, and a business that is suffering as a result.  The priority is to get things back on track - fast!

Your company may be in one, or a combination, of the following situations:

  • You have lost confidence in your current partner or developer due to project slippage, poor quality or limited product knowledge
  • You don't have the in-house skills or capacity to exploit full value from Dynamics 365 / CRM
  • The key personnel involved in your project have moved on
  • There is a poor user experience and low user uptake
  • You have not seen expected improvements in productivity, customer satisfaction or reporting

How We Help

If your CRM project has gone off track, Preact will help.

We have a proven record for picking up failing projects and quickly turning them round with a robust support structure and expertise to deal with bespoke customisation and development.

Our experienced CRM consultants, developers and account managers have dealt with most challenges. They will quickly assess the current state of your Dynamics system and then help you implement a plan to quickly resolve issues and get your project to where it needs to be.

What you can expect from our team: 

  • Expert Dynamics 365 product knowledge from a Microsoft Gold Partner
  • A positive, proactive attitude to problem solving and transparent communication
  • Practical solutions with a focus on achieving rapid results
  • Technical expertise and mentoring for long term success with Dynamics

We will help you improve your system from every aspect to create greater value for your organisation and enhance the end user experience.

Get in touch to discuss your project, or read more about our approach.

Each situation is different, but in many instances our activities to get projects back on track include:

Initial Fix

Once we have understood your key priorities, and what gaps currently exist, we will concentrate immediate activity on resolving outstanding issues and securing early wins.

User Adoption

Building user confidence is a gradual processes. Our team will provide support, training and consultancy to improve user skills and implement change requests.

Building Better

From the outset, we will identify how your system can be improved and better optimised. From basic customisations to advanced process automation and CRM integration, we will help you enhance the value of Dynamics.

Future Planning

By understanding your long term priorities we will look at how these goals can be met by D365. We'll proactively share insight and our expertise to help you evolve your system in support of your growth targets and respond to business change.

Managed Service

In many instances, our managed service for Microsoft Dynamics 365 is the preferred choice to quickly turnaround a project and then further develop the system and in-house skills over several months.

Customer Stories

We are frequently contacted by organisations that urgently need help to rescue their Dynamics implementation, or from businesses that require help in taking their system to the next level.

Here are some examples of clients that we work with...

Children's Food Trust sought a more agile partner to better support their Dynamics development:

"We are very hands-on when it comes to developing CRM and we needed to work with a company who would be responsive and have the capacity to implement our changes quickly.  We're now able to deal with new issues and CRM requirements far more quickly thanks to Preact's capacity and their approach. With our previous supplier we were working to very uncertain timescales but now there is a lot more certainty once we've spoken to Preact"

Lee Mather, Children's Food Trust - Read the case study


STIHL GB were struggling to make the progress they wanted to make with Dynamics internally and partnered with Preact  to help them make better use of the system.

"While our aim is to be autonomous in the management of CRM we rely on external guidance and we sought a partner who would help us shape our CRM strategy. I'd give Preact 10/10 for the way they are helping us manage Microsoft Dynamics. We have high standards and it is to the credit of their team that we are satisfied."

Jamie Eyton-Jones, STIHL GB - Read the case study


Source Telecom wanted to make a series of changes to their Microsoft Dynamics configuration but was frustrated at the lack of progress and guidance from its incumbent partner. As a result, a more proactive CRM provider was sought.

"Compared to our previous supplier, Preact has been far more responsive and demonstrated a ‘can-do’ approach. Our discussions are always consultative which has helped us understand just how much is possible in Microsoft Dynamics.”

Laura Fowler, Business Account Manager - Read the case study


Royal Mencap Society needed help to progress their CRM system:

“We’d recently implemented Microsoft Dynamics but we needed a CRM expert to help us take the next step. Preact have delivered a faultless service for many years. I’ve found them to be a great team to work with and I believe that sentiment would be echoed throughout our organisation.”

Gordon Pearson, Mencap - Read the case study

Our Customers Include:

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Find out what Preact will do for your business. Get in touch today and take the first step to turnaround your Microsoft Dynamics project.

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