Microsoft Dynamics CRM Consultancy

Do you want to...

  • Manage more processes in Microsoft Dynamics?
  • Integrate CRM with other data sources?
  • Switch on additional CRM features?
  • Import data?
  • Configure CRM user security permissions?
  • Or, find out what CRM benefits you are missing out on?

Preact will help you extend the reach of Microsoft Dynamics and customise the application to fit your processes. We'll work with you to adapt your database so it wraps around your processes and fits your business.

If you're working with an earlier edition of Dynamics we'll guide you through the upgrade process to apply the latest version.

Our team hold the highest industry accreditations including the prestigious Microsoft Gold CRM Competency, Scribe Authorised Reseller, Microsoft Technology specialists, Microsoft Certified Developer and many other qualfications that attest to our investment in training our team to be among the best in the industry.

Our CRM Consultancy Services Include:

  • Data Transfer to import or export CRM data to or from your database
  • Integrating CRM with other data sources to connect processes & improve information sharing
  • Web integration including importing web leads from enquiry & registration forms
  • Customising new CRM entities to manage more processes & relationships
  • Configuring automated CRM processes including triggered emails, case routing & lead scoring

Starting with a very competitive day rate, we'll approach your Microsoft Dynamics CRM requirements with flexibility and proven methodology to give you the highest level of service and superb value.

Managed Service for Dynamics CRM

Develop your CRM database without incurring high upfront consultancy costs by choosing our managed service. You can phase your deployment, or simply take your CRM database to the next level by scheduling consultancy hours and complimentary training.

Managed cover from Preact is a bespoke agreement that adapts to your requirements and budget - simply choose how many consultancy hours you need and allocate CRM tasks on-demand.

Our managed service is an annual agreement which includes:

  • Break / Fix Support for phone and remote dial in CRM support
  • CRM Consultancy Hours to customise your database and deliver the next steps in your project
  • Complimentary Training enabling all users maximise the benefits of Microsoft Dynamics

Contact us to discuss your CRM requirements and learn more about our approach.