Dynamics 365 System Take On & CRM Recovery

There are many reasons why a Dynamics 365 project may be at risk.

The fallout could leave you with an underperforming system, and a business that is suffering as a result. Our priority is to support you in getting things back on track - fast!

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Project Rescue

Is your Dynamics 365 project at risk?

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

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New Approach

Are you looking for a new partner?

Make continual Dynamics improvements with clear and informed advice.

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System Take On

What are your priorities?

We will understand your CRM configuration and agree 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 or more 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
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How Preact 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 Dynamics 365 support we will 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.

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How We'll Manage Your System Take On

Point number 1

Take On Survey

We'll ask you to complete an online survey so we can get a clear understanding of your implementation, customisations and your business processes.

Point number 2


We'll jointly review your survey responses and walk through your current Dynamics environment.

Point number 3

Code Check

The code you provide will be reviewed to make sure this is compatible with the platform.

Point number 4

System Take On Report

Our findings and recommendations will be shared in a document that contains information about your environment including licencing, security, integrations, storage, code, known issues, table definitions and your processes.

Point number 5

Activate Managed Service

Once you've approved the report, we will get to work on the immediate requirements through our Elevate 365 managed service.

What you can expect from our team

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

  • Expert Dynamics 365 product knowledge from a multiple 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, AI and more solutions
  • Unrivalled licensing Dynamics 365 knowledge
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Dynamics 365 System Take On Outcomes

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

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Initial Fixes

Once we've understood your key priorities, and what gaps exist, we will focus on resolving outstanding issues and securing early wins.

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User Adoption

Building adoption is a gradual processes. We will provide support, training and consultancy to increase Dynamics knowledge in your team and improve user experiences.

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Building Better

We will identify how your system could be improved. From basic customisations to advanced process automation and integration, we will enhance the value of Dynamics 365.

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Future Planning

By understanding your priorities we will look at how these goals can be met using Dynamics. We'll share insight about its future development and respond to business change.

Client 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 Clients Include:

Request Callback

Contact us today to discuss your Dynamics 365 system with one of Preact's consultants and find out how we will help you improve its performance.

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