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Solutions Hub

Starting with feedback and ideas collected from the Preact community, our team releases new tools each month which improve end-user experiences and add functionality to Microsoft Dynamics 365 and solutions built on the Power Platform.

Each product in our Solutions Hub is available as part of our Elevate 365 managed service at no additional cost, or with Solutions 365; a dedicated solutions-only subscription.

As new releases and product updates are added, the value of these solutions continuously increases for the entire Preact community. See below for details of what we are working on next!

Latest Dynamics 365 Add-ons & Power Platform Tools

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Current Date Setter

Simplify selecting today's date by applying a toggle switch to date fields rather than using a calendar view

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Subscriptions

Handles all subscription-based services with prebuilt automated processes

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Split Invoices

Flexible and simple processes to split orders into multiple invoices for phased payment

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Drag & Drop Sub-Grids

Easily reorder sets of records in a sub-grid

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Third-Party Connectors for Dynamics 365 and Model-Driven Apps

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Loqate Address Lookup

A rapid, easy way to accurately address detail in Dynamics 365

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DocuSign Connector

Quickly send documents for electronic signature from Dynamics

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Bank Account Validation

Check bank details are entered correctly and valid for direct debits

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Xero Connector

Synchronise Microsoft Dynamics 365 data with Xero accounting software

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Usability Tools for Dynamics 365 & Power Apps

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Multi-Select Lookup

Configurable field lookup enabling multiple records to be selected

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Field Character Counter

See how many characters are remaining in a multi-line text field

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Record Tagging

Easily tag any record to build profiles, categorise and apply filters

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Custom Autonumbers

Set a unique number with a custom prefix based on a related field value

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HTML Designer

A simpler solution to design email and document templates with tables and rich text

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Minimum Character Counter

See at-a-glance if a field value is subject to a minimum character limit

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Editable Quick Forms

Update field values on related entities without leaving the main record

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Drag & Drop Sub-Grids

Easily reorder sets of records in a sub-grid

View

Current Date Setter Widget Icon

Current Date Setter

Simplify selecting today's date by applying a toggle switch to date fields rather than using a calendar view

View

Automated Processes for Dynamics 365 and Power Apps

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Custom Autonumbers

Set a unique number with a custom prefix based on a related field value

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Total Expenses App

Simplify claim processes and reduce expense management administration

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Split Invoices

Flexible and simple processes to split orders into multiple invoices for phased payment

View

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Lapsed Records

Automatically flags accounts, cases and other records as lapsed based on configurable criteria

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Price List Manager

Quickly apply price changes by copying products to a new list

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Subscriptions Icon

Subscriptions

Handles all subscription-based services with prebuilt automated processes

View

Visualisations for Dynamics 365 & Model-Driven Apps

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Last Activities

Check the most recent interactions by activity type on any record

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Next Activities

Form visualisation showing the next scheduled activities by type, on each record

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Dynamics 365 Sales Tools

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Sales Accelerator

Complete the quickest and most comprehensive rollout of Dynamics 365 Sales using our base build template

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Deals App

An easy-to-use and low cost sales CRM application built on the Power Platform

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Solutions Showcase

Coming Soon...

We are actively developing more tools that will make further enhancements. These include:

Record Cloning

Clone any record type including associated records.

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Visual Grids

Displaying images of related records in a grid.

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Parent Visual Lookup

Tile display showing more detail about a parent record including image and field values.

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Approvals Management

Customisable process to manage any type of sales approval including notifications.

Creditsafe Connector

Search and view detail about companies and directors.

How to Deploy Our Solutions

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Solutions Subscription

Access Preact's full range of prebuilt solutions to download and deploy any available packaged solution in Preact's Solutions Hub.

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Managed Service

Use our managed service to deploy any solution and grow your system with on-demand consultancy, support, training and more.

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Frequently Asked Questions

Why do Preact offer packaged Dynamics 365 solutions?

We use insights from our engagements with the Preact Community to create repeatable products which empower users to do more with Dynamics 365. These are designed to add more capabilities to Dynamics 365, make usability improvements, simplify data capture and improve business processes.

What solutions are available?

Our Hub includes solutions for address lookup, bank account verification, integration with DocuSign, record tagging, customisable autonumbers and more. The Solutions Hub continues to expand as we regularly add new products and release updates to existing solutions.

How much are these solutions?

Each product in our Solutions Hub is available to all users as part of Preact's managed service, Elevate 365 at no additional cost. As part of this agreement, our clients can deploy individual solutions for all their users and receive entitlement to new products as these are released.

As an alternative, any packaged product in our Solutions Hub can also be deployed using our dedicated solutions-only subscription.

Suggest a Solution

Not found the tool you want? We're always here to help, so please let us know what solution you'd like to see us develop next.

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Elevate 365 - Managed Service for Microsoft Dynamics

Find out more about Preact's managed service and how we will help you make continuous improvements through Dynamics 365.

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