Benefits of Dynamics 365 Sales
We help SMBs use Dynamics 365 Sales to increase sales efficiency and achieve the following outcomes.
Align sales and marketing.
Easily see each interaction in one place for a complete view of the customer journey to personalise messages, identify new opportunities and grow relationships at scale.
Our experts will streamline your sales cycles using process automation and configure AI-powered features to help sellers save time and communicate more effectively with customers.
Manage pipelines with confidence.
Track leads and opportunities through each stage in your selling cycle to analyse individual and collective pipelines for accurate, real-time forecasting.
Data-driven sales insights.
We’ll help you win faster by creating charts and sales dashboards that provide rich visualisations to support informed decision-making.
Accelerating Your Dynamics 365 Sales Deployment
We’ve simplified the enterprise-scale Dynamics 365 Sales app and tailored it for SMBs. Our implementation approach removes the complexity, cost and hassle of a traditional CRM build to provide a solution that will get your team started in just a few days.
Why Choose Preact
Customers often describe us as having a flexible approach. We deliver a friendly service based on a clear understanding of your business.
Preact's CRM story began in 1993. Now part of ANS, we are a Microsoft Inner Circle Partner ranked in the top 1% of its partners worldwide.
We Know the Cloud
We hold Microsoft's highest accreditations for implementing and supporting cloud solutions so they are tailored to the needs of SMBs.
How we work with you.
With our simple 3-step process, we look at your needs, then build a tailored solution based on repeatable, enterprise grade technology that is rapidly deployed using automation tools.
We then optimise the solution with our managed services or Centre of Excellence advice.
Through an initial discovery, we create a top-line plan that points you in the right direction. It includes a high-level design, based on standard components that quickly gets you up and running.
Your solution is rapidly deployed using our suite of advanced automation tools.
Our UK based managed services team can help you fine-tune the solution and can co-manage it with you. Meanwhile, our Centre of Excellence consultants guide you on the best way to achieve your desired business outcome with minimal risk and disruption.
Who we work with
What our clients say...
"I’ve been delighted at the speed that Preact has been able to answer our questions and the outcomes that we’ve achieved in Dynamics 365. The changes that Preact has already implemented and the other developments that are planned are helping put our company in an excellent position for growth."
- Socket Mobile
- Anna Buckman, Global Sales Systems Manager
"With Preact's help, Microsoft Dynamics 365 has taken us to above and beyond what we expected in a very short space of time."
- Digital Workplace Group
- Sarah Escott, Digital Workplace Manager
"Just a couple of months after moving from Salesforce to Dynamics 365, we had our best sales month! This reflects the incredible efforts of our team and the quality of the solution we’ve deployed."
- Future Fit Training
- Dave Hanley, Head of Commercial
"Fourfront Group has grown from a start-up to a £160m+ business within 20 years and Preact has supported us throughout this time. Their work on our Dynamics 365 project has enabled us to digitally transform our business and this will help us continue our incredible growth."
- Fourfront Group
- Justin Bass, Fourfront Group
"Preact has supported us through a very ambitious development, from which we've seen real success and greater adoption."
- Virtual College
- Helen Alexander, Dynamics Product Owner
"I haven’t been using Dynamics long, but I just wanted to say a BIG thank you to your support team and training team – they have always responded quickly to my (many!) queries, are always polite, patient, and helpful… and have put the technical blurb into Layman’s terms!"
- Boomerang Media
- Sophie Hellyer, Marketing Executive
"Our project was well handled by Preact. We provided clear information on what we wanted, and their team delivered. In particular, the quality of their project management was very good. The team were helpful throughout and kept on top of the various tasks."
Dynamics 365 Sales Guide
Considering the Microsoft Dynamics 365 Sales module? Learn more about how we will help you deploy the application to grow relationships, boost sales productivity and win faster.
Frequently Asked Questions
Our accelerated approach is designed for businesses that are:
- On a budget and want to avoid large setup costs.
- Short on time and want to quickly get started to efficiently manage leads and opportunities through their pipeline.
- Looking to implement a system that delivers quick wins which they can grow into.
Looking for a bespoke sales CRM project? Speak to us about our scope-led implementation approach.
Once Dynamics is provisioned in your cloud environment, we will ask you to complete a questionnaire. This will provide us with the detail we need about your sales process and what information you want to see in the system. Our engineers use your responses to update the relevant forms and processes.
We’ll provide templates for you to import your data into Dynamics 365 from Excel. Data can be directly mapped to accounts, contacts, products, prices, leads and opportunities in Dynamics 365
Your team will have access to our helpdesk to resolve any Dynamics 365 issues and questions. Your subscription also includes access to technical consultancy and training resources to implement changes to your system and give you as much knowledge transfer as you need.
You’ll have access to our library of Dynamics 365 eLearning modules, featuring the essential processes and functionality to help everyone quickly gain familiarity and confidence using Dynamics. Tutor-led training courses can be scheduled by allocating time from your subscription.
D365 Sales Professional licences are subject to the following limitations.
- Up to 15 custom tables.
- Up to 5 guided process flows.
- Up to 2 forms and views.
- Up to 5 system charts and dashboards.
- Up to 15 queues
In comparison to Sales Enterprise and Premium licences, Sales Professional licences do not receive usage entitlement for Viva Sales, Power Apps, sales goals, forecasting, product families, competitor tracking and business units.
Sales Professional licences do not receive additional accrued cloud data storage capacity.
Speak to a Dynamics expert.
Ready to put Dynamics 365 Sales to work for your business? Tell us what you’re trying to achieve, and let’s see how we can help.
Complete the form below and one of our consultants will contact you shortly to discuss your requirements. They will share insights about how we can deploy Dynamics 365 to meet your specific needs and provide a quote. Alternatively, phone us now or schedule an initial consultation at a time that suits you.