Managed Service Guide
At Serversys, we recognise that a CRM solution is never complete. They continually evolve as a response to changing needs and new integrated technologies. In response to this, we deliver a managed service, providing businesses with allocated service hours
that extend the benefits of your existing system.
Increase the value of Dynamics with a managed subscription service.
Don’t waste time looking for bug fixes. Minimise downtime with case support.
Action change requests and get your users up and running using the full features of Dynamics 365.
Our managed service brings a host of advantages to your CRM solution. It enables you to spread CRM costs monthly so that you can have predictable monthly payments. You will be assigned a technical account manager who will oversee all works carried out
and operate as your dedicated point of contact, discussing a strategy for activities and recommendations. Tasks are scheduled On-Demand. This can be performed evenly throughout the year or in a bulk block – It’s your choice, so you have the flexibility
to decide how the service is utilised.
How does it work?
With a managed subscription, Serversys will handle a wide range of Dynamics 365 related services including but not limited to user training, change requests, project management and development work.
We adapt the service bespoke to your requirements and budget. Once you have chosen your hours, we will create a strategy together to decide which tasks to complete, extending the value of your system and maximising the service. A core component of
your service is that you benefit from complimentary training delivered by our customer success manager, who can teach the fundamentals of your CRMs features and supporting your employee’s to be productive in their day-to-day role. You can schedule
in-depth training courses to gain a deep understanding of how products interact with your business, or you can request more bite-size sessions if you want to brush up on your knowledge or learn specific processes, this is entirely up to you.
How managed services benefit your business
One of the most significant challenges facing organisations of all sizes today is managing resources. When it comes to IT, managing internal teams is expensive, and requires up-to-date knowledge bases and certifications to operate at optimal levels. With
a managed service, we reduce the need for that resource with our technical team looking after you and your solution. You will both lower your costs and be able to spread it over time. This will help you to control costs and align it with your license
fees.
Not only do we maintain your service and keep it ticking over, but It’s also an innovative service to further extend and enhance your solution, guaranteeing you would be getting the most out of it. It’s crucial to maintain the technological edge over
your competitors in the modern fast-moving business environment. As Dynamics 365 specialists, we’re at the forefront of new CRM technologies. As a leading partner, we have access to the latest Microsoft updates many months before it is rolled out to
business end-users. This enables us to rigorously test and understand new products and features before our clients receive it, pushing your business to gain the market advantage it deserves. We’re able to schedule training in advance of new upgrades
so your teams can hit the ground running from day one of release.
Compare our Dynamics 365 Managed Service Plans
The Dynamics 365 Managed Service enables you to ringfence a qualified consultant. They’ll take full ownership and will understand your roadmap and are able to perform pre-scheduled tasks, enabling your business to operate smoothly and avoid disruption.
We'll appoint a technical account manager who will be responsible for the delivery of all work on your account. They'll be in regular contact to offer advice that will help you make the best use of your managed service hours. They offer you the peace
of mind that there is a single point of contact accountable for your solution and you won’t be pushed from pillar to post looking for answers.
We additionally offer a bespoke service tailored to your business needs starting at £3500. Should you require specific services such as performance monitoring or individual app training, we can create a packaged service that meets the exact needs of
your business.
Managed Service Entitlements
We've outlined some of the services through our managed service.
Consultancy Services
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Project Management
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Quote Template
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Solution Design and build
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Proof of Concept Build
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Build New CRM Report
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Calculation Fields
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Rollup Fields
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Cascading Rules
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Workflow Creation
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Azure Attachment Management
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User Security Profiles
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Configure User Accounts
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Next Phase Implementation
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Record Reassignment
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Add / Hide Form Tabs
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Automatic Record Creation
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Field Mappings
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Server-Side Scoping & Write Up
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Investigation & Research
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Configure Dynamics 365 App for Outlook
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Update Using Settings
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Email Router Install
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Approval Controls
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Review and Optimize Cloud Storage
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Sitemap Editing
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Email Templates
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Global Filters
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Entity Build
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Unified Interface Consultancy
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Update SSL Certificates
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Form Rules
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Service Level Agreements
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Customise List Views
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Customise Order Form
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Documentation
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Configure Queues
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Data Enrichments
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Risk Analysis
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Field Removal
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Configure Goals
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Auto-Numbering Records
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Configure Products & Price Lists
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Price List Item Workflows
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System Take On
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Work Order Flows
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Configure Relationship Insights
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Process Flow Build
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Configure Quick Create
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Consent Tracking
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Calendar Changes
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Configure Schedule Board
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Geocode Plug-in
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Bespoke Consultancy
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Design Unified Interface App
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Code Update
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Custom Scripting
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Code Guidance
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Script Debug
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Configure Mobile App
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Invoice Reporting
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Voice of Customer Surveys
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Feedback Processes
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Entity Attribute Configuration
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Configure Sandbox Environment
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Case Management Set-Up
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Merge Records
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Bulk Deletion Workflows
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Setup Dynamics 365 Knowledge
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Auto field population
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Set-up Hierarchies
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Microsoft Social Engagement
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Account Territories
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Create Entity Forms
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Configure Anonymisation
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Report Customisation
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Manage Contracts / Agreements
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Workflow Review
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Button Creation
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Training Services
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Complimentary Training
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Introduction Training
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Sales User Training
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Power Use Training
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New Feature Training
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Field Service Training
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System Admin Training
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Marketing Training
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User Acceptance Training
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Microsoft Flow Training
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Dashboards & Charts Training
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Campaign Automation Training
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Train the Trainer Session
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Training Workshop
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Create Training Materials & Resources
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Bespoke Training
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Web Portal Services
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Web Portal Scoping
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Web Portal Build
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Web Portal QA
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Portal Review
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Power BI Services
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Power BI Scope
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Create Power BI Report
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Power BI Consultancy
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Power BI / Training
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System Integrations
Integration Call
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Integration Scoping
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API Integration & Testing
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Scribe Install
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Scribe Data Upload
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Scribe Query Change
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SQL Integration
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Exchange Integration
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SharePoint Integration
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HubSpot Integration
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Mailchimp Integration
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Web Form Integration
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Business Central Integration
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Sage 50/200 Integration
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Phone Integration
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Service Strategy
Together we will formulate a strategy to bring the most value to your CRM. Below we’ve put ogether an illustrative example of how the managed service could be utilised.
