Here at Preact we want every business to

share their CRM success story.

It’s crucial to remember that CRM can only

be considered successful if it meets the

requirements of its users.

The biggest risk to any CRM

implementation is poor user adoption.

Microsoft Dynamics is an incredible enabler

but without user acceptance, understanding

and internal support it will struggle to

deliver the expected results.

That’s why our managed support service

includes all of the resources that you’ll need

to secure user commitment and realise your

CRM objectives - this even includes

complimentary training!

Microsoft Dynamics CRM

CRM Managed Service & Support

Unlimited usage phone support for Microsoft Dynamics CRM to answer user

questions & resolve issues

Inclusive CRM consultancy hours to add extra functions, carry out database

customisations, or to deliver the next phase of your Microsoft Dynamics project

Complimentary CRM training at no additional cost for introductory user tuition,

role based CRM training or bespoke courses to help all users maximise the benefits

of Microsoft Dynamics CRM

Managed Service for Microsoft Dynamics

Develop your Dynamics CRM database without incurring high upfront costs by choosing our managed

support service.

Phase your deployment, or simply take your database and CRM results to the next level by scheduling

consultancy hours and complimentary training.

Our Managed Service for Microsoft Dynamics CRM is a fully bespoke agreement that adapts to your

requirements and budget - simply choose how many consultancy hours you need and allocate CRM

tasks on-demand!

CRM

Phone Support

Managed

Service

Help with basic 'How to' questions

Help with operational errors

Spread CRM support costs monthly

Schedule inclusive consultancy hours for new CRM tasks &

database customisations

Schedule complimentary training to improve user skills &

accelerate Microsoft Dynamics CRM results

Improve the performance of your

Microsoft Dynamics system by allocating

inclusive managed support hours for any

CRM requirement including system

administration, database customisation

and user training.

Preact are committed to helping you gain

the best value from these resources and

ensure that Dynamics CRM exceeds your

expectations. In the following pages we’ve

listed a small selection of examples to

demonstrate the type of work that you can

schedule to achieve your CRM objectives.

Request Managed Support Quote

Phone 0800 381 1000 to find out more

and arrange a Microsoft Dynamics CRM

Managed Service quotation.

MANAGING CRM

Configuring new CRM user profiles & permissions

Manage CRM mobile access

Integrating Microsoft Social Listening

Setting duplication detection rules

Configure CRM for Outlook

Managing data import / export processes

Using teams to manage user groups

Customising CRM reports, charts & dashboards

Managing CRM product catalogues

Spring cleaning your CRM database

Cleansing CRM forms

How to measure CRM user adoption

Configuring new CRM fields

Showing / Hiding form fields

Improving CRM form load times

System health check

Optimising CRM data storage

DEVELOPING USER SKILLS

Dynamics CRM new user training

CRM sales user tuition

Introduction to CRM workflow automation

Managing marketing campaigns

How to measure campaign ROI in CRM

Creating personalised CRM views and dashboards

Using CRM to qualify sales opportunities

Working with CRM marketing lists

How to customise document & email templates

Understanding lead routing

Working with CRM product and price lists

How to manage contact synchronisation settings

Power tips for CRM user navigation

Understanding activity tracking options in Dynamics CRM

Advanced queries with advanced find

Following CRM records

New feature familiarisation

User acceptance training

Train the trainer tuition

Bespoke tuition

Our managed support includes complimentary Microsoft Dynamics training hours at no additional cost

to help secure complete user adoption that will provide a platform for sustained CRM success.

Schedule individual or group tuition for Dynamics CRM related functions including:

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:

CUSTOMISING CRM

Configuring CRM process automation

Adapting CRM to manage projects

Automated lead scoring

Using dynamic business rules to improve data entry quality

Gantt chart reporting

Applying CRM entitlement processes

Integrating CRM with accounting / ERP applications

Integration with eCommerce platforms

Managing events in Microsoft Dynamics

Customising CRM to manage job tasks

Configuring Service Level Agreements to meet key performance indicators

Visualising progress with CRM goals

Prioritising service cases using CRM queues

Using CRM for contract management

Viewing appointments in maps

Manage renewal processes in Dynamics CRM

Configuring automatic case creation rules

CRM workflow reminders

Using CRM to track billable time

Setting automated numbers for accounts & other records

Enforcing process rules with CRM workflows

Using real-time workflows to show error messages

Customising quick create forms

Creating an activity feed

Using CRM to manage orders

Creating primary & secondary contact relationship links

Assigning activities using round robin functions

Configure SharePoint integration

Setting a CRM Internet Facing Deployment

Customer portal integration

Capturing client feedback

Creating new CRM entities

Make customisations to your Microsoft Dynamics database that add new functions, improve processes

and deliver the next phase of your CRM project by assigning managed support hours to new CRM

tasks that will be completed by our Microsoft accredited technicians:

Watch our presentation to learn more about Preact

managed support for Microsoft Dynamics CRM at

www.youtube.com/preactcrm1

Activate CRM Managed Support

Get access to all the resources you need for

exceptional CRM results! Call 0800 381 1000

or email sales@preact.co.uk to activate

Microsoft Dynamics CRM managed service

and support cover.

www.preact.co.uk

Preact Limited, Vandervell House, Vanwall Road,

Maidenhead, SL6 4UB