Dynamics 365 - Packaged Scope
Our packaged scoping consultancy is a fixed price engagement. During this we will discuss and define your project requirements, understand your processes and produce documentation with a proof of concept that demonstrates how our solution will address your needs.
CRM Requirements Scoping
Before providing a project cost, we 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 that will involve your project stakeholders to understand:
- Which processes are critical
- Your immediate and longer term CRM objectives
- What data should be imported into Dynamics 365
- How will Dynamics need to integrate with other applications
- Which metrics you want to measure
- What reporting outputs are needed
From these findings, we will 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 consultancy sessions that will involve 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, cut processing time and provide new reporting insights.
As part of this process, we will provide a proof of concept that demonstrates examples of how your system will work.
Planning & Documentation
Following the scoping meeting we will produce a project charter and a statement of work. These will detail:
- Confirmation of the project aims, responsibilities and milestones
- A definition of your 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 will 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 are completed, and we will 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
- Systems administrator training
- Role based user training
- Dynamics 'Go live' floor walking and troubleshooting
Our team hold the highest industry accreditations with multiple Microsoft Gold Competencies including Cloud CRM and Cloud Business Applications which reflects our commitment to remain amongst the best in the industry.
Implementing CRM solutions since 1993, we are one of the most experienced consultancies in the UK.
In this consultancy, we will take the time to understand your business and the current challenges you are facing. This will ensure that our solution will quickly address your immediate priorities and provide the long-term scalability you need.
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.
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
I have been impressed by the commitment of Preact's project leaders to understand our processes which are diverse and complex. Through their recommendations and insights we are implementing solutions that will help us increase stakeholder satisfaction.
- World Energy Council
- Barry Kermisch, Senior Director, Digital & Platforms
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
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