Here at Preact we want every business to share their CRM success story. It's crucial to remember that ... Introduction t
Microsoft Dynamics 365 CRM Managed Service Here at Preact we want every business to share their CRM success story. It’s crucial to remember that Microsoft Dynamics 365 can only be considered successful if it meets the requirements of its users. The biggest risk to any implementation is poor user adoption. Dynamics 365 is an incredible enabler but without user acceptance, understanding and internal support it will struggle to deliver the expected results. Our managed service includes all of the resources that you will need to secure user commitment, respond quickly to user requests and extend the benefits of your CRM system. This even includes complimentary user training! Instead of high upfront support and consultancy expenses, you can spread costs in predictable monthly payments and phase your implementation of Microsoft Dynamics 365.
Microsoft Dynamics 365 Managed Service from Preact includes:
Break / Fix CRM support Phone & remote dial in assistance to answer user questions & resolve issues.
CRM Consultancy Hours Schedule time for our CRM team to add extra functions, carry out database customisations, or to deliver the next phase of your project.
Complimentary Training Introductory tuition, role based training or bespoke session to help all users maximise the benefits of Microsoft Dynamics 365*
Technical Account Manager Named individual responsible for the delivery of work on your CRM system.
Managed Service for Microsoft Dynamics 365 Phase your Dynamics 365 implementation, or take your database to the next level by scheduling CRM consultancy hours and complimentary training. Our Managed Service for Microsoft Dynamics 365 is a fully bespoke agreement that adapts to your requirements and budget. Simply choose how many CRM hours you need and allocate tasks on-demand! Break / Fix Support
Managed Service
Help with basic 'How to' questions Help with operational errors
Spread Dynamics 365 support costs monthly Schedule inclusive consultancy hours for new CRM tasks & database customisations Schedule complimentary training to improve user skills & accelerate Microsoft Dynamics 365 results* Technical Account Manager
Improve the performance of your Microsoft Dynamics 365 system by allocating inclusive service hours for any CRM requirements including system administration, database customisation and user training.
Proactive CRM Engagement Preact are committed to helping you gain the best value from this service. One of our Technical Account Managers will be assigned to manage your account and they will be your main contact for CRM technical requirements. This individual will have a clear understanding about your CRM configuration and they will be in regular contact to share recommendations, provide updates and to discuss new requirements.
Request Managed Support Quote Phone 0800 381 1000 to arrange a Microsoft Dynamics 365 managed service quotation.
Examples of Manage Service Tasks:
MANAGING CRM Use your inclusive managed support hours to complete your CRM configuration, schedule database tasks, or even contract our team to manage your entire database administration:
Configuring new Dynamics 365 users & permissions
Manage CRM mobile access
Setting duplication detection rules
Configure CRM for Outlook
Managing data import / export processes
Using teams to manage user groups
Customising reports, charts & dashboards
Managing product catalogues
Cleansing CRM forms
Measuring user adoption
Configuring new fields
Showing / Hiding form fields
Improving CRM form load times
System health check
Optimising CRM data storage
DEVELOPING USER SKILLS Our managed support includes complimentary Microsoft Dynamics 365 training hours at no additional cost* to help secure complete user adoption that provides a platform for sustained CRM success. Schedule individual or group tuition for Dynamics CRM related functions including:
Dynamics 365 new user training
Working with CRM product and price lists
CRM sales user tuition
Introduction to CRM workflow automation
How to manage contact synchronisation settings
Managing marketing campaigns
Power BI training
How to measure campaign ROI in CRM
Understanding activity tracking options
Creating personalised CRM views and dashboards
Advanced queries with advanced find
Following CRM records
Using CRM to qualify sales opportunities
New feature familiarisation
Working with CRM marketing lists
User acceptance training
How to customise templates
Train the trainer tuition
Case management tuition
Bespoke tuition
CUSTOMISING CRM Make customisations to your Microsoft Dynamics database to add new functions, integrate service, improve processes and deliver the next phase of your CRM project. Assigning managed support hours by delegating CRM tasks to our Microsoft accredited technicians:
Configuring CRM process automation
Implement project management processes
Automated lead scoring
Implement CRM business rules to improve data entry quality & consistency
Create new Power BI reports using Dynamics 365 data
Configuring automatic case creation rules
CRM workflow reminders
Using CRM to track billable time
Configure Voice of the Customer surveys
Deploy self-service integrated web portal
Applying CRM entitlement processes
Create new Excel templates for Dynamics
Integrating CRM with accounting / ERP applications
Setting automated numbers for accounts & other records
Integration with eCommerce platforms
Managing events in Microsoft Dynamics
Enforcing process rules with CRM workflows
Configure mobile forms
Configuring Service Level Agreements to meet key performance indicators
Using real-time workflows to show error messages
Customising quick create forms
Customise CRM to track goal progress
Configure Microsoft Social Engagement
Prioritising service cases using CRM queues
Configure relationship hierarchies
Implement CRM Learning Paths
Using CRM for contract management
Configure SharePoint integration
Manage renewal processes in Dynamics CRM
Setting a CRM Internet Facing Deployment
Creating new CRM entities
Activate CRM Managed Service Get access to all the resources you need for exceptional CRM results! Call 0800 381 1000 to speak to one of our consultants and activate Microsoft Dynamics 365 managed service. www.preact.co.uk Preact Limited, Vandervell House, Vanwall Road, Maidenhead, SL6 4UB
* Complimentary training is supplied with Dynamics 365 Premium Managed Service
