We all know that CRM systems are a wonderful asset to your company’s operations. They help you stay connected to customers, streamline processes, and improve profitability. Many businesses struggle with ongoing support and maintenance for Dynamics 365, but fail to consider outsourcing a support plans as a cost–effective option.
CRM systems, like Dynamics 365, Salesforce, and Zoho, are not any more difficult to maintain than other core business applications. So why does it seem that way? Our team did some brainstorming based on our experiences servicing our customer base about why support and maintenance for your CRM system might seem more challenging.
Many times, stakeholders don’t reach out to partners when they need help because they don’t have budget to cover support and maintenance. Updates keep piling up and users keep hobbling through daily activities. This approach doesn’t end well. D365 support plans offer businesses a turn-key solution to keeping their CRM system optimized. Support plans for Dynamics 365 are designed to ensure your system is running smoothly – 24/7/365. At TrellisPoint, we’re invested in your success and offer a variety of options tailored to the needs of your business.
We often get asked what’s covered? The answer: Normal day-to-day things you need help with. For example, you might need assistance configuring a new view or report. Or a third-party integration may have been updated and now something seems “off”. You also might have a custom feature that needs to be reviewed for backward compatibility prior to the next Microsoft release, to name a few. The table below will help you assess the types of activities you do on a daily basis to maintain your Dynamics 365 installation and how a D365 support plan with TrellisPoint can benefit your operations.
| Support & Maintenance Task | Inclusions | ||||||
|---|---|---|---|---|---|---|---|
| Configuration | Ad-hoc requests for new fields, workflows, views and dashboards. | Diagnostics | Assisting with resolution of issues related to integrations with Dynamics 365, related systems, applications, extensions, and customization. | Training | Training and documentation for Dynamics 365 Sales and Customer Service and processes surrounding the application. | Troubleshooting | Analysis of system issues and resolution of those issues, if classified as a “bug”. |
Think about how many issues might be occurring right now and not getting resolved because there is no budget or assigned staff to complete the work. When new requests or issues pop-up, you will no longer have to wait to have them scheduled with your IT team or try to find someone with the right skill set to help. You can simply contact us, and we will assign a resource to start reviewing the issue within 2-3 hours (during normal business hours). Think of all the time and headache that saves!
One of the main benefits of D365 support plans is the cost savings. Annual contracts for support and maintenance offer healthy discounts on standard IT rates, making them more budget-friendly and less risky for you. In addition, you get the value of a full team of Microsoft Dynamics 365 experts not simply a single person on your staff. Microsoft certified team members skilled in configuration, integration, reporting, and, of course, development are assigned based on your request type. Even if you have a CRM subject matter expert on staff, they might be great at building reports and views, but not the technical details required for maintenance and security.
We mentioned that D365 support plans for your CRM are inclusive to all businesses – small or large. We have plans that range from 10 hours per month through 60+ hours per month. And since we shared that many partners don’t offer ongoing support and maintenance packages, we’re happy to work with you even if we didn’t complete your initial implementation after an initial consultation.
If you think you may benefit from TrellisPoint’s D365 Support Plans, schedule a brief consultation with our team of business consultants to see how we can assist you with your CRM needs