set your crm partner of record - preact.co.uk · assign preact as your crm partner of record 1) ......
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Telephone: 0800 381 1000 www.preact.co.uk
Assign Preact as your CRM partner of record
1) Log into your Microso� Dynamics CRM Online database and click Resource
Centre in the bo�om le� panel
2) Click Designate a Partner in the ‘Tell Us What You Think’ sec)on of the
Resource in the top right of this screen
Telephone: 0800 381 1000 www.preact.co.uk
3) On the Partner of Record designa)on screen , search for “Preact” in the
Company Name field.
Telephone: 0800 381 1000 www.preact.co.uk
4) This search will return one entry for Preact quo)ng our ID number
0105355536. Select this record and click Associate.
Telephone: 0800 381 1000 www.preact.co.uk
5) Thank you. We will now be confirmed as your partner of record.
If you encounter any problems se6ng Preact as your Partner of Record for
Microso� Dynamics CRM Online, please contact 0800 381 1000 or email
Telephone: 0800 381 1000 www.preact.co.uk
About Preact
At Preact, our aim is to help you achieve outstanding success from Microso� Dynamics CRM,
whilst providing excellent value for money.
With over 20 years experience working closely with CRM applica)ons, we understand the value
of collabora)on and seek to build mutually beneficial long term rela)onships with all our clients.
We work with organisa)ons across the UK, from small businesses to large enterprises, delivering
cloud hosted and on-premise Microso� Dynamics CRM solu)ons.
Use our support and a�er sales resources to plan the next phase of your CRM project, broaden
your skill set, get advice and leverage even more from your CRM deployment.
We employ the best personnel and invest in their con)nuing growth and knowledge. Preact’s
Microso� Gold Competency in CRM marks the fact that we’re one of only a few partners who
have met Microso�’s stringent criteria to earn this highest competency.
Get Started Today
Contact us to find out more. Call 0800 381 1000 or email [email protected] to discuss your
CRM plans.