Microsoft Dynamics 365 Implementation

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CRM Implementation

At PragmatiQ Solutions, we have taken traditional software implementation methodologies and combined this with our expertise and experience of implementing projects across multiple industries and of a varied size. We have tailored our approach to ensure we deliver you a successful Dynamics 365 project which means we don’t start the process with a pre-conception of your business, we take the time to understand your industry, processes and what you are trying to achieve, in order to deliver a successful solution.

Our Dynamics 365 Implementation Process:

1. Capture

Before the projects starts, it’s essential that we understand your key business processes, which forms the basis of our requirements gathering; highlighting where standard Dynamics 365 can support your business and provide a platform to discuss where potential customisations will be required to meet your needs.

2. Design

Now that we have a good understanding of your business requirements, we set-up Dynamics 365 and configure the system around your business processes. We also design solutions for any customisations required.

3. Develop

Once the design phase is complete and signed off, the main solution build will commence. This is where non-standard requirements which involve customisations will be defined, developed and thoroughly tested.

4. Train & Accept

A solution prototype is presented to form the beginning of the training and User Acceptance Testing (UAT) phases. Bespoke workshops are delivered to ensure users have the right knowledge to test the solution, before planning for go-live.

5. Go-Live!

Once the system has been tested and the overall solution has been approved, go-live planning and preparations commence, to ensure a smooth deployment.

6. Support

After the system goes live, the solution is then handed over to our helpdesk for continued support. For us, go-live is not the end of the project, it’s just the beginning. Adopting and embedding this new technology, is what is really key to a successful project.

How much does a Microsoft Dynamics CRM implementation cost?

We won’t be able to give you an upfront cost, however, if you’d like to have an initial discussion and talk to a member of our team to find out more, please fill out the contact form at the bottom of the page.

Our Top Tips to CRM Success

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What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

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