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.

get the most from your subscription service

Increase the value of Dynamics with a managed subscription service.

Serversys support when you need it

Don’t waste time looking for bug fixes. Minimise downtime with case support.

boost user engagement with serversys managed service

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.

Serversys managed service information diagram

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.

benefits of managed service

Compare our Dynamics 365 Managed Service Plans

compare the Dynamics 365 Serversys managed service tiers

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

Project Management

Quote Template

Solution Design and build

Proof of Concept Build

Build New CRM Report

Calculation Fields

Rollup Fields

Cascading Rules

Workflow Creation

Azure Attachment Management

User Security Profiles

Configure User Accounts

Next Phase Implementation

Record Reassignment

Add / Hide Form Tabs

Automatic Record Creation

Field Mappings

Server-Side Scoping & Write Up

Investigation & Research

Configure Dynamics 365 App for Outlook

Update Using Settings

Email Router Install

Approval Controls

Review and Optimize Cloud Storage

Sitemap Editing

Email Templates

Global Filters

Entity Build

Unified Interface Consultancy

Update SSL Certificates

Form Rules

Service Level Agreements

Customise List Views

Customise Order Form


Configure Queues

Data Enrichments

Risk Analysis

Field Removal

Configure Goals

Auto-Numbering Records

Configure Products & Price Lists

Price List Item Workflows

System Take On

Work Order Flows

Configure Relationship Insights

Process Flow Build

Configure Quick Create

Consent Tracking

Calendar Changes

Configure Schedule Board

Geocode Plug-in

Bespoke Consultancy

Design Unified Interface App

Code Update

Custom Scripting

Code Guidance

Script Debug

Configure Mobile App

Invoice Reporting

Voice of Customer Surveys

Feedback Processes

Entity Attribute Configuration

Configure Sandbox Environment

Case Management Set-Up

Merge Records

Bulk Deletion Workflows

Setup Dynamics 365 Knowledge

Auto field population

Set-up Hierarchies

Microsoft Social Engagement

Account Territories

Create Entity Forms

Configure Anonymisation

Report Customisation

Manage Contracts / Agreements

Workflow Review

Button Creation

Training Services

Complimentary Training

Introduction Training

Sales User Training

Power Use Training

New Feature Training

Field Service Training

System Admin Training

Marketing Training

User Acceptance Training

Microsoft Flow Training

Dashboards & Charts Training

Campaign Automation Training

Train the Trainer Session

Training Workshop

Create Training Materials & Resources

Bespoke Training

Web Portal Services

Web Portal Scoping

Web Portal Build

Web Portal QA

Portal Review

Power BI Services

Power BI Scope

Create Power BI Report

Power BI Consultancy

Power BI / Training

System Integrations

Integration Call

Integration Scoping

API Integration & Testing

Scribe Install

Scribe Data Upload

Scribe Query Change

SQL Integration

Exchange Integration

SharePoint Integration

HubSpot Integration

Mailchimp Integration

Web Form Integration

Business Central Integration

Sage 50/200 Integration

Phone Integration

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.

example managed service strategy with Serversys

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