Dynamics 365 Project Recovery

We’re here to help your CRM project get back on track

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Getting you back on track

Sometimes Microsoft Dynamics 365 projects do not go to plan or deliver the value that was initially expected. This can be for multiple reasons, such as a breakdown in the relationship with your D365 Partner, change of objectives, poor design, lack of user adoption, etc. Our main priority is to help you get back on track and turn your under-performing system into a success.

Common reasons for CRM project failure

The system can’t grow with your business

Your Dynamics 365 solution should adapt and grow alongside your business. Some companies eventually discover their CRM has limited functionality or has been designed poorly, restricting day-to-day processes.  

Lack of technical know-how

If the project team does not fully understand the solution, then challenges will arise; the system is too slow, has bugs, is too complex, etc. This does not instill confidence in your system and makes further user adoption more difficult.

Poor user adoption

Businesses too often overlook this aspect and think that when a system is implemented, the project is complete. This usually results in dissatisfied users who aren’t comfortable with the new CRM. Other systems often get put in place to fill the gaps, and employees avoid using the system – resulting in the same problems your business may have encountered before.

Low-quality data

A common misconception of a CRM system is that it will fix the poor-quality data entered into it. However, your CRM is only as good as the data inputted to it. Many projects fail because existing company data was not audited and cleaned during migration, therefore, the same poor-quality data was carried over.

Our project takeover process

Learn more about the steps we take when taking over a project.

Typically a 1-hour call where we get a high-level overview of the application landscape, the key features, and functionality within the CRM and discuss the main areas of complexity including customisation and development work. This allows us to submit an accurate audit proposal. 

The audit consists of sessions with IT and the business to further understand the landscape and high-level processes within the business, also focussing on key frustrations and pain points of the users. These sessions are then followed by a general system and technical audit.  

Typically, as a deliverable, there is an audit report to summarise our findings and highlight to the client any key recommendations for improvement. These recommendations are then prioritised by the client and a plan is put in place to implement.  

The customer will then be onboarded onto our Managed Service Helpdesk. We can then support the client business as usual and any future consultancy requests can be raised. 

What you can expect from Pragmatiq

  • Expert Dynamics 365 & Power Platform knowledge from a Microsoft Gold Partner 
  • We approach all challenges with a solutions-focussed mindset to get the ‘job done’ successfully 
  • An uncompromising standard that we aim to achieve in all that we do 
  • Transparent communications 
  • A team of passionate employees who always aim to deliver value for our clients 
  • We don’t overcomplicate things. Our consultants are not only technically capable, but are also able to identify business challenges and explain how they can be solved in simple language 

Microsoft Gold Partner

We are a Microsoft Gold Partner, attaining the highest certification available for Microsoft Partners, which is only held by a small percentage of Partners both in the UK and worldwide.

Being a Gold Partner demonstrates our commitment to delivering the best service for our clients, the skill level of our technical team and our experience implementing successful
projects across the Microsoft ecosystem.

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