Is your Dynamics 365 project not working out? Let Preact put it right!

Microsoft Dynamics 365 System Take On

CRM implementations can be a major undertaking and your organisation may find itself suffering business adoption setbacks. If your Dynamics 365 system isn't providing the expected results, Preact will support you in getting things back on track - fast!

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Are you looking for a new partner?

Make continued improvements with a clear CRM strategy and informed advice.

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What are your CRM priorities?

We will understand your CRM configuration and agree a plan to resolve your priority issues.

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Is your project at risk & not yet live?

Quickly get back on track with expert Dynamics 365 CRM consultancy and product knowledge.

Are you in one, or more, of these scenarios with your Dynamics 365 system?

  • You've lost confidence in your current partner due to project slippage, quality concerns or limited technical knowledge
  • You don't feel listened to and your Dynamics project does not seem to fit your current and future needs
  • You're not seeing a return from your Dynamics 365 project and need to reprioritise
  • You don't have the in-house skills or capacity to fully utilise Dynamics 365
  • There is poor user adoption of Dynamics
  • Expected improvements haven't been achieved
  • The people who started your project have now moved on
  • You don't have access to a Dynamics product expert who can provide insight, or suggest better ways of using CRM technology
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Looking for Help with Dynamics 365 Adoption?

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 Dynamics 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.

Our Client Stories

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


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

How We'll Manage Your System Take On

Point number 1

Take On Survey - We'll ask you to complete a survey so we can gain a quick and clear understanding of your implementation, customisations and business processes.

Point number 2

Collaborative Workshop - We'll jointly review your survey responses and walk through your current environment to understand how you want to work with Dynamics 365.

Point number 3

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

Point number 4

Take On Report - We'll share our findings and recommendations in a plan of action that contains information about your Dynamics 365 environment including licencing, security, integrations, storage, code and known issues.

Point number 5

Activate Dynamics 365 Managed Service - Once you've approved the report, we'll get to work on the immediate requirements through our Elevate 365 managed service.

Preact Provide Project Success

To help you improve your Dynamics system, create greater value for your organisation, and enhance user experiences, we will provide:

  • Expert Dynamics 365 product knowledge from a multiple Microsoft Gold Partner
  • A positive, proactive attitude to problem-solving
  • Transparent communication
  • Practical solutions to known issues and new challenges, 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

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Initial Priority Fixes

Once we understand your key priorities, and what gaps exist in your Dynamics set-up, we will focus on resolving outstanding issues and securing early wins.

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Dynamics User Adoption

Building Dynamics 365 adoption is a gradual process. We will provide support, training and consultancy to increase Dynamics knowledge in your team, empower staff and improve user experiences.

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Building Beyond Success

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

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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.

Our Clients Include:

How Will Preact Support Our Dynamics 365 System?

Once we've addressed your immediate requirements, we'll continue to support you in making further improvements with Microsoft Dynamics 365.

Through our Elevate 365 managed service, you'll have access to our helpdesk support, consultants and trainers, for product, technical and CRM expertise to help you maximise your investment in Dynamics 365.

Find out more

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Next steps...

Contact Preact today to turn around your Dynamics 365 project, achieve user adoption and reap the business benefits. Complete the form below, or schedule a call now.

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