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Dynamics 365 Sales Implementation
Boost your performance with Microsoft Dynamics 365 Sales from Preact ANS.
Our implementation approach for SMBs takes days, not weeks, reducing risk and costs. Achieve your sales goals affordably and efficiently.
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.
Accelerate revenue.
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
Trusted Partner
Customers often describe us as having a flexible approach. We deliver a friendly service based on a clear understanding of your business.
CRM Expertise
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.
Our Approach
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.
Navigate
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.
Launch
Your solution is rapidly deployed using our suite of advanced automation tools.
Evolve
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
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.
