Dynamics 365 CRM System Take On

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

CRM implementations can be a significant undertaking, and your organisation may face 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 on 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 product knowledge.
  • You don't feel listened to, and your Dynamics project does not seem to fit your needs.
  • You're not seeing a return from Dynamics 365 and need to reprioritise.
  • You lack in-house capacity or knowledge to utilise Dynamics 365 fully.
  • There is poor user adoption of Dynamics.
  • The people who started your project have now moved on.
  • You don't have access to a Dynamics 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 CRM projects and deployed systems. We will handle your system customisations and developments through our technical consultancy and Dynamics 365 support.

Our experienced Dynamics consultants, developers and account managers have dealt with most challenges. We will assess your system, implement a plan to resolve issues, and get your project to where it needs to be.

Our System Take On Client Success Stories

Burgess Yachts partnered with Preact to handle the migration of its Dynamics system to the cloud. We've subsequently supported the company in making a series of updates to its system that have improved its processes and added more capabilities.

"We’ve gained immense value from our relationship with Preact. They’ve invested time to get to know our business, what we do and how we work. I have complete faith in Preact’s knowledge and I’m happy to recommend their services."

Karen Mendoza, Burgess Yachts - 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

Source Telecom wanted to make a series of changes to its Microsoft Dynamics configuration but was frustrated at its incumbent partner's lack of progress and guidance. 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

STIHL GB were struggling to make progress 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

Killik & Co sought a partner to help them migrate from Dynamics on-premise and expand their system to manage other processes that removed its reliance on spreadsheets.

“Preact were fantastic throughout our CRM migration project. I felt their team asked the right questions and the entire process ran very smoothly. Since we upgraded, it’s easier to get changes done and these are mostly handled through Preact. Their managed service has been easy to use, and their team have been responsive whenever we’ve needed advice."

Dan Young, Killik & Co - 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 review your survey responses and walk through your 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 ensure this is fully 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 improve your Dynamics system, create more value for your organisation, and enhance user experiences, we will provide:

  • Expert Dynamics 365 product and licensing knowledge
  • 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
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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'll identify where improvements can be made to your system. 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 Dynamics can meet these goals. We'll share insight about the development of the product and how you will be able to leverage new platform capabilities.

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...

Get ready to make a step-change in Dynamics 365 performance! Complete the form below, or schedule a call now with one of our consultants.

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