• How to Plan a CRM Project - CRM strategy planning advice from a UK consultancy partner

    38,012 views 5 years ago
    How do you get started with customer relationship management? Here are 11 tips to plan a CRM strategy and avoid the pitfalls.

    Preact are a specialist CRM partner based in the UK since 1993 working with Microsoft Dynamics CRM and ACT! offering professional services for implementation, support help and advice.

    Contact us at http://www.preact.co.uk to find out more. Show less
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  • Microsoft Dynamics 365 Videos Play all

    • How To Power Up Business Growth With Microsoft Dynamics 365 - Duration: 43 minutes.

      • 1 month ago
      Featuring a selection of our customer success stories, this presentation shares examples of how businesses use Dynamics 365 to add greater scale, increase productivity and work smarter by connectin...
    • Demonstrating Microsoft Dynamics 365 for Sales - Duration: 33 minutes.

      • 4 months ago
      Recording of a webinar presented by Preact CRM to introduce Microsoft Dynamics 365 for Sales. We feature how #MSDyn365 creates smarter sales processes, helps sales teams discover new insights and g...
    • Microsoft Power BI Showcase - Duration: 29 minutes.

      • 11 months ago
      Microsoft Power BI is a powerful business analytics solution that enables anyone to easily visualize and analyze their data. In this recorded webinar we demonstrated how #PowerBI provides actionabl...
    • Microsoft Dynamics 365 for Customer Service - Duration: 40 minutes.

      • 1 year ago
      Demonstrating the connected customer service capabilities of Microsoft Dynamics 365 and how these enable organisations to deliver a unified service experience. We demonstrate solutions that include...
    • Demonstrating Microsoft Dynamics 365 for Field Service - Duration: 39 minutes.

      • 1 year ago
      Introductory demonstration of the Microsoft Dynamics 365 app for Field Service presented by Preact. Discover how #MSDyn365 helps #fieldservice organisations transform processes to increase resource...
    • Demonstrating Dynamics HR Management - Duration: 29 minutes.

      • 4 months ago
      Dynamics HR Management is a complete human resources solution fully embedded in the Microsoft Dynamics 365 platform. This offers a collection of HR apps to support the entire employee lifecycle fro...
    • Demonstrating Microsoft Social Engagement - Duration: 31 minutes.

      • 5 months ago
      A recording of our webinar in which we demonstrate how Microsoft Social Engagement creates new insights and helps businesses communicate effectively across social channels.

      We also explain why Mi...
    • What's New in Microsoft Dynamics 365 - Version 9 (v9.0) - Duration: 47 minutes.

      • 8 months ago
      Recording of our webinar demonstrating the new features and important changes in Dynamics 365 v9. In this presentation we feature the new Unified User Interface, Virtual Entities, updated security ...
    • Demonstrating Microsoft Dynamics 365 Gamification - Duration: 27 minutes.

      • 1 year ago
      Microsoft Dynamics 365 Gamification builds on fantasy sports to increase business productivity through user engagement and competition.

      Users can participate in individual and team competitions t...
    • Why Choose Preact CRM - Duration: 3 minutes.

      • 4 years ago
      How we partner with businesses to implement and support Microsoft Dynamics 365 / CRM.

      If you're just starting with Dynamics, or you already have the system, learn how Preact will help you achieve ...
    • How to Find, Fix & Prevent Duplicate Records in Microsoft Dynamics 365 - Duration: 24 minutes.

      • 8 months ago
      Duplicate records are the biggest cause of CRM quality control issues and in this presentation we introduce a new solution developed by our friends at Data8 that makes duplicate records a thing of ...
    • How Sharepoint Integrates with Microsoft Dynamics 365 - Duration: 26 minutes.

      • 7 months ago
      Sharepoint Online is one of the most powerful yet under-utilized tools of an Office 365 subscription.

      In this recorded webinar we demonstrated how to unleash the power of Microsoft Dynamics 365 a...
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