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
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.
What our clients say...VIEW CASE STUDIES
“We have been very impressed with the new CRM and feel it is fit for purpose and has given us specific functionality, with possibilities to add to the system. Pragmatiq are organised and professional in their approach and I would not hesitate in recommending them.”
“The Pragmatiq team demonstrated expert product knowledge and provided innovative solutions throughout the project and continue to provide high-quality guidance and support over post go-live managed service.”
“We would not be able to function as we currently do without the system Pragmatiq put in place and it provides a platform to continue our growth, rather than be constricted by operational difficulties.”
“The after service has been brilliant with the Pragmatiq helpdesk portal, quick to respond and deal with any issues that arose after the system was implemented.”
“As a company, we often talk about collaboration and partnership working. This project was most definitely a real partnership to achieve a system which will help us to change the way in which we communicate with schools and delegates, supporting the customer segmentation, targeted marketing and future engagement with our work.”
“Thanks to Pragmatiq, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.”
“I have found Pragmatiq to be professional, innovative, focused and aligned to our requirements, for this I thank them for a job very well done.”
“From the start, Pragmatiq considered our collective and individual needs and delivered an effective and impactful solution.”
“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.”
“Pragmatiq 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 really listened – and worked hard to understand who we are and what we want to achieve. I cannot recommend them highly enough and am very glad we chose them.”
“Pragmatiq worked to tight and fixed timescales to complete a focused delivery which had real business value.”
“Pragmatiq were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.”
“The strengths of Pragmatiq lie in their team who take time and care to help you define your needs before using their considerable technical expertise to create workable solutions that add business value. I would recommend Pragmatiq as a partner to anyone considering Microsoft Dynamics for their business.”
“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 whole team is professional, engaged and reliable and I look forward to working with them again on future developments.”
“The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring.”
“They listened, they understood and they made the changes to deliver a system that is both efficient and effective. Communication was effective and regular and I have no qualms in recommending the Pragmatiq team.”
“We are a fast-growing business requiring a system that is able to keep up with the pace and provide us with quick processes, reports and dashboards for all departments. We have worked closely with the team for over 12 months and we are over the moon with where we currently are.”
“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.”
“The team at Pragmatiq provided us with a platform that not only works for all our Associations and their individual requirements but one that will grow with us as an organisation.”
“They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales.”
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