Dynamics 365 rescue and recovery
Not every Dynamics 365 project lands the way it should. Sometimes the platform is right and the implementation was not. When a system has been set up badly, the cost is rarely the licence. It is the team quietly working around it, the reporting nobody trusts, and the pipeline sitting in spreadsheets because the CRM is harder than the old way.
Digital Cloud UK is regularly brought in to recover Dynamics 365 implementations delivered by another Microsoft Partner. The work below is a recent example.
Case study: Richmond Advisory Services
The situation
Richmond Advisory Services engaged Digital Cloud UK after a previous Microsoft Partner delivered a poorly implemented Dynamics 365 solution that failed to meet the needs of the business.
What we did
Our team re-engineered the system by rebuilding key forms, redesigning user journeys, and simplifying the overall experience to make Dynamics 365 intuitive and efficient.
To drive long-term success, we produced tailored training videos that accelerated user onboarding and significantly improved adoption across the business.
We also developed a sales performance dashboard, providing management with clear visibility into pipeline activity, KPIs, and individual performance, helping to increase accountability and improve sales management.
The outcome
A streamlined Dynamics 365 platform with higher user adoption, improved productivity, and enhanced reporting that empowered the business to get maximum value from its CRM investment.
Common questions about Dynamics 365 recovery
Can a badly implemented Dynamics 365 system be fixed without starting again?
In most cases, yes. The platform itself is rarely the problem. Forms, user journeys, permissions and reporting can usually be rebuilt on the existing system, which keeps your data and costs far less than a fresh implementation.
We already have a Microsoft Partner. Can you still help?
Yes. Taking over from another partner is normal work for us, and it is often where we add the most value, because the business has already invested and simply needs the system to do what it was bought to do.
Why do teams stop using a CRM that was implemented for them?
Almost always because it takes longer to do the job in the system than outside it. Adoption is a design problem before it is a training problem. We look at the daily journeys first, then support the change with training built around how your people actually work.
How do we get visibility of pipeline and performance?
Through reporting built on data people trust. A sales performance dashboard showing pipeline activity, KPIs and individual performance gives management a single view and gives the team a reason to keep records current.
Where are you based?
We are based at Bolton Stadium in Horwich, Bolton, and work with businesses across Bolton, Greater Manchester and the North West, as well as nationally across the UK.
Talk to us about your Dynamics 365 system
If your Dynamics 365 implementation is not delivering what you were promised, we can look at what you have and tell you honestly what it would take to put it right. Call 01204 588 229 or email info@digitalclouduk.com.
