Microsoft Dynamics 365 System Take On & CRM Project Rescue

There are many reasons why a Dynamics 365 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!

Project Rescue

Project Rescue

Is your Dynamics 365 project at risk?

Quickly get back on track with expert consultancy and product knowledge.

New Approach

New Approach

Are you looking for a new partner?

Make continual Dynamics improvements with informed, transparent advice.

System Take On

System Take On

What are your Dynamics 365 priorities?

Understanding your current configuration and agreeing a plan to resolve issues.

Frequent Causes of Project Failure

If you are considering a new partner to support your system, you might be in one of these scenarios:

  • You've lost confidence in your current partner due to project slippage, quality concerns or limited product knowledge
  • You don't have the in-house skills or capacity to fully exploit Dynamics 365
  • There is poor user adoption
  • Expected improvements haven't been achieved
  • The people who started your project have now moved on
  • You don't have access to a product expert who can provide insight, or suggest better ways of using the technology

How We Help

If your Dynamics 365 project isn't delivering expected results, we will help you quickly recover the situation.

Preact has a proven record for taking on existing projects and deployed systems. Through our technical consultancy and robust support we'll handle existing customisations and developments.

Our experienced consultants, developers and account managers have dealt with most challenges. We will quickly assess your system and help you implement a plan to 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 5 x Microsoft Gold Partner
  • A positive, proactive attitude to problem solving
  • Transparent communication
  • Practical solutions with a focus on achieving rapid results
  • Technical expertise and mentoring for long term success
  • Insight across the Microsoft Power Platform, ClickDimensions and more solutions
  • Unrivalled licensing Dynamics 365 knowledge

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

Dynamics 365 System Take On

Each situation is different, but in many instances our actions include:

Initial Fixes: Once we've understood your key priorities, and what gaps currently exist, our immediate activity will be focused on resolving outstanding issues and securing early wins.

Increasing User Adoption: Building user adoption is a gradual processes. We will provide support, training and consultancy to increase skills, implement changes and improve the user experience.

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 integration, we will help you enhance the value of Dynamics 365.

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

Activate Managed Service: Through our managed service for Dynamics 365, we'll address immediate requirements and help you make continual improvements.

Our Take On Process

System Take On

Customer Stories

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

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

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, Source Telecom - Read the case study


Socket Mobile sought a new Dynamics 365 partner that would provide responsive support and proactive consultancy to help it increase the value of the system.

The Dynamics 365 changes that Preact has implemented and the other developments that are planned are helping put our company in an excellent position for growth.

Anna Buckman, Socket Mobile - 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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