Dynamics 365 - Packaged Scope
Our packaged scoping consultancy is a fixed price engagement. During this we shall discuss and define your project requirements, understand your businesses processes and produce documentation together with a proof of concept that demonstrates how our solution will address your immediate and long term needs.
Our team hold the highest industry accreditations including Microsoft Gold Competencies for Cloud CRM and Cloud Business Applications which reflects our commitment to remain amongst the best in the industry.
Implementing CRM solutions since 1993, Preact are one of the most experienced consultancies in the UK.
Phone 0800 381 1000 or email us, to discuss your requirements and arrange a demonstration to discover how Dynamics 365 and Preact will help you achieve your goals.
CRM Requirements Scoping
Before providing a project cost, we first need to precisely understand the architecture of your business processes, your CRM vision and immediate project aims.
We do this by gathering detail during a scoping consultancy involving your project stakeholders to understand:
- Which processes are critical in accomplishing your goals
- Your immediate and longer term CRM objectives
- What type of data will be imported into Microsoft Dynamics 365
- How Dynamics will need to integrate with other applications and data sources
- Which metrics you want Dynamics 365 to measure, and what reporting output is needed
By asking these questions we’ll document your processes and demonstrate how they’ll be mapped to Dynamics 365 highlighting the efficiencies that you’ll gain by streamlining tasks and increasing user productivity.
This detailed scoping consultancy typically includes two on-site consultancy days and will involve all of your project team and key users.
Shadowing teams enables us to understand current pain points and identify priorities. We are then able to build a Dynamics 365 database that will enthuse users, save processing time and provide customized reporting.
As part of this process we’ll also provide a proof of concept to demonstrate examples of how your system will work.
Planning & Documentation
After scoping we’ll produce a project charter and a statement of work. These will detail:
- Confirmation of the project aims, responsibilities and milestones
- A definition of your CRM success criteria
- An assessment of risk elements involved in the project
- Detail of each item of work that will be carried out and supporting costs
Development & Design
Once you've approved the statement of work we'll commence your database build and development in line with the agreed timescale and budget.
In regular project management meetings we’ll demonstrate updates as they're completed and we’ll make minor revisions as required. Any new requirements or variances at this stage are subject to change control.
Testing & Deployment
Once the system build is complete the development environment is released for your thorough testing and user acceptance.
After any requested modifications are applied a Dynamics ‘go live’ date will be set. As part of the deployment stage Preact will carry out:
- Outlook client integration
- Server installation (for on-premise deployments)
- Systems administrator training
- Role based user training
- Dynamics 'Go live' floor walking and troubleshooting
Preact CRM Services Guide
Read more about our CRM consultancy, integration, training and support services for Dynamics 365Download Now
Our CRM customers include...
I’ve been very pleased with Dynamics 365 and found it to be a highly reliable cloud system which has proved instrumental in helping our business grow and sustain success during a period of unprecedented change in our industry. Preact's support has been a success story and we've reaped the rewards of their help.
- BeBa Energy
- Darren Oliver, Technical Director
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 have consistently delivered a high level of care and attention to detail. I find their team to be professional, knowledgeable, credible and responsive. Their technical knowledge of the Microsoft platform is second to none.
- Dan May, Commercial Director
Preact have my recommendation because of the people we deal with. When I need to, I can always speak to our technical account manager who knows our system and understands our process. We can bounce ideas off him, discuss issues and get advice. This has proved invaluable in helping us determine further Dynamics 365 changes.
- Drax UK
- Colin Smith, Sales & Marketing Manager
We’ve been delighted with the back-up we’ve received. Preact's support team are responsive and keep us updated so I have no hesitation in recommending their services. Our managed agreement includes additional time for training and it’s good to know that we can always schedule this whenever we want to top up our Dynamics user skills.
- Able Canopies
- Tracy Meakins, Managing Director