Microsoft Dynamics 365 Quick Start

Get up and running quickly, with everything you need

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Dynamics 365 Quick Start

Our Quick Start packages are a cost-effective solution to get your business up and running on Microsoft Dynamics 365 as soon as possible, with the all the features you need. Our three pre–defined options allow you to choose a package that that suit your business size and / or requirements, meaning you can have a CRM system implemented in 3, 7 or 14 days.

Our Quick Start Packages

Starter

£1,499 / *£75 Per Month

*Monthly charge across a 2 year period / subject to credit check

3 Day Implementation

  • Dynamics 365 Setup and Configuration
  • User Setup and Security Role Assignment (Max. 10 Users)
  • Account & Contact Management Functionality
  • Activity and Task Management Functionality
  • Lead & Opportunity Management Functionality
  • Email Mailbox Setup for All Users (Requires Having Office 365) (Max. 10 Users)
  • Customisation of Lead to Opportunity Sales Process to Fit Desired Process
  • 20 Custom Fields Across Account, Contact, Lead and Opportunity Records

Intermediate

£3,499 / *£175 Per Month

*Monthly charge across a 2 year period / subject to credit check

7 Day Implementation

  • Requirements Gatherings and Design Session (Up to 2 Hours)
  • Project Management
  • Dynamics 365 Setup and Configuration
  • User Setup and Security Role Assignment Including 1 customised Security Role (Max. 20 Users)
  • Account & Contact Management Functionality
  • Activity and Task Management Functionality
  • Lead & Opportunity Management Functionality
  • Email Mailbox Setup For All Users (Requires Having Office 365) (Max. 20 Users)
  • Customisation of Lead to Opportunity Sales Process to Fit Desired Process
  • 2 New Customised Entities (Records) Including 1 Custom Business Process Flow
  • 40 Custom Fields Across Account, Contact, Lead and Opportunity, and Custom Records
  • Import Data From Issued Excel Templates (Up to 2 Hours)
  • Remote Training Up to 4 Hours (End User or Train the Trainer)

Advanced

£9,999 / *£485 Per Month

*Monthly charge across a 2 year period / subject to credit check

14 Day Implementation

  • Requirements Gatherings and Design Session (Up to 1 Day)
  • Follows the PragmatiQ Agile Project Methodology
  • Dynamics 365 Setup and Configuration
  • User Setup and Security Role Assignment Including 3 Customised Security Roles (Rougly Up To 30 Users)
  • Account & Contact Management Functionality
  • Activity and Task Management Functionality
  • Lead & Opportunity Management Functionality
  • Email Mailbox Setup For All Users (Requires Having Office 365) (Rougly Up To 30 Users)
  • Standard SharePoint Integration for Document Management
  • Customistion of Lead to Opportunity Sales Process to Fit Desired Process
  • 5 New Customised Entities (Records) Including 2 Custom Business Process Flow
  • 100 Custom Fields Across Account, Contact, Lead and Opportunity, and Custom Records
  • Import Data From Issued Excel Templates (Up to 4 Hours)
  • 1 Day Tailored Training (End User or Train the Trainer)

Dynamics 365 Quick Start Guide

Download our Quick Start PDF which outlines our packages and how PramatiQ Solutions can help you roll out Dynamics 365…

Why choose Quick Start?

Everything you need

Provides your business with everything you need to get started

Cost effective

Cost effective option for a bespoke CRM platform

Avoid lengthy implementation

Avoids lengthy implementations which can be a pull on internal resources

Get up and running quickly

Get up and running quickly and take advantage of smarter processes and better productivity

Develop more in future

Once you’re live, develop more capabilities and functionality as and when you need them

Choose the best fit

Choice of three packages so you can decide which is the best fit for your business

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 commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

We approached PragmatiQ Solutions to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie and the team for just over 12 months and to say we have been impressed with their approach would be an understatement. The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top level dashboards that make reporting back to stakeholders a very simple process.

James WoottonHead of Commerical Sales at Wasps Rugby Club

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 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 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

Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.

Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

PragmatiQ Solutions are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.

Sarah RandallHead of Operations and MI Systems at Buckinghamshire Business First

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 LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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