AAT Enhances CRM Efficiency with Dedicated Dynamics 365 Support

Challenge 

With an expanding user base and increasing reliance on Dynamics 365 for managing critical business processes, AAT needed a reliable support solution to address daily technical issues and provide user assistance. AAT required a dedicated Dynamics 365 support service that could handle a wide range of tasks, from troubleshooting helpdesk tickets to performing regular system maintenance and updates. Additionally, with plans to migrate to a new cloud-based Dynamics 365 CRM in 2025, AAT needed a partner who could support the current system while preparing for a seamless transition to the cloud. 

Solution 

PSP provided AAT with a dedicated Dynamics 365 Administrator to manage their existing CRM system and serve as the first point of contact for all CRM-related issues. Our office-based expert handles daily maintenance, system monitoring and troubleshooting, ensuring that AAT’s Dynamics 365 platform runs smoothly and efficiently. By addressing helpdesk tickets promptly and providing technical support, our administrator minimises downtime and ensures that AAT staff can focus on their core responsibilities without disruption. 

In addition to resolving technical issues, PSP’s Dynamics 365 support includes user training and guidance, equipping AAT staff with the knowledge and skills to leverage the CRM’s capabilities effectively. This support is available during office hours, giving AAT’s teams confidence that any challenges will be quickly addressed by a dedicated professional. Our proactive approach also involves performing regular system health checks, identifying potential issues before they escalate and ensuring that the CRM is optimised to meet evolving business needs. 

Looking ahead, PSP is currently working on implementing a new cloud-based Dynamics 365 CRM system for AAT, which will replace the existing on-premises solution. Our team is carefully planning the data migration and configuration to ensure a smooth transition, scheduled for 2025. Once the migration is complete, PSP will continue to provide ongoing support for the new cloud-based system, ensuring that AAT’s CRM environment remains robust, secure and fully aligned with their business goals. 

Results 

The dedicated support from PSP’s Dynamics 365 Administrator has improved the efficiency and stability of AAT’s CRM system. Helpdesk tickets are resolved quickly and staff have immediate access to expert advice and training, enhancing their ability to use the CRM effectively. The proactive maintenance and monitoring have reduced the number of technical issues, minimising disruptions and ensuring smooth day-to-day operations. Furthermore, with PSP handling the planned migration to the cloud-based CRM, AAT can be confident that the transition will be managed seamlessly, with continued support to optimise performance and user adoption post-migration. 

Conclusion 

By outsourcing their Dynamics 365 CRM support to PSP, AAT gained access to specialised expertise and a dedicated resource to handle daily technical needs, user training and system maintenance. Our structured approach has not only helped to improved the current CRM’s reliability but also set the stage for a successful transition to a cloud-based solution. This partnership demonstrates PSP’s capability to deliver comprehensive CRM support, from daily administration to strategic project planning, ensuring that AAT’s systems remain efficient, adaptable and aligned with their long-term business objectives.