FAQs

Primed! is Tecman's, fixed-cost and fixed-timeline approach to implementing Microsoft Dynamics 365 CRM. Our expert consultants deliver a tailored solution built from essential and optional configuration packs, with the flexibility to add customisations and enhancements as needed. The result is a predictable, efficient deployment that gives you a system designed for your business today and scalable for tomorrow.

There are two: Primed! Sales, which gets Microsoft Dynamics 365 Sales live within three months, and Primed! Marketing, which gets Microsoft Dynamics 365 Customer Insights – Journeys (previously Dynamics 365 Marketing) live in just four weeks. You can take Sales on its own, or combine them for a joined-up sales and marketing view of your customers.

Choosing Tecman means choosing a partner who understands that a successful CRM isn't just about technology - it's about configuring and enabling a system that supports the way your business actually works. Unlike many Dynamics 365 partners, Tecman lead with business processes first. Our consultants have real-world experience as CRM end users, so we know what it takes to create a solution that people genuinely adopt, rely on, and grow with.

Primed! is the only fixed-price approach for implementing Dynamics 365 that gets clients a tailored solution from day one. Other offerings may claim you can be up and running quickly for a cheap setup cost, but this often doesn't align with what a business actually needs and can put the system in a negative light before it even gets started. In some cases the advertised low cost is simply a marketing ploy, leading to higher spending from the very beginning. Microsoft Dynamics 365 CRM is not a entry level CRM tool - its strength lies in being configured to your business process and evolving with you. Starting on the right foot, with a quicker ROI, is essential. Our implementation activities cover training, master data migration, core configuration and support throughout. Tecman does not simply switch the system on and hand it over, because experience shows that approach does not work.

No. The Primed! Implementation approach for Dynamics 365 CRM is available in the cloud only.

If Primed! does not meet your needs, we also provide alternative implementation approaches, generally suited to organisations with more complex business processes and requirements. Please contact us to discuss and determine the most appropriate implementation for your business.

Yes. Many businesses start with Primed! Sales to get their pipeline and customer data in order, then add Primed! Marketing once that foundation is in place – because Customer Insights – Journeys uses the data already in your CRM, a clean Sales implementation makes marketing far more effective. You can also run implement them both together. Once you have been live for a while, a Phase 2 implementation can extend and customise the solution further for your unique requirements, perhaps even adding functionality such as Customer Service.

You will need active Microsoft 365 (previously Office 365) subscriptions for all users, plus reliable connectivity as required with any other cloud-based software. You will also need the appropriate Dynamics 365 Sales licenses in place for the users who will access the system.

Primed! Sales implementation fees are paid in three staged payments across the project, with the first due before the implementation starts. If you add Extra Packs, the value of each staged payment will be adjusted to reflect the total project cost.

Dynamics 365 Sales is the CRM platform itself – a solution rich in sales and relationship-focused functionality. Primed! is a packaged implementation approach for it, designed by Tecman. Primed! offers tailored configurations aligned to your business processes, helping you begin your CRM journey within a fixed timescale and with expert support. Rather than relying on standard out-of-the-box fields that may not match how your business works, Primed! provides selectable packs of functionality so you can start with what you need. We fit CRM to your business from day one.

Your standard Primed! for Dynamics 365 Sales project will be fully implemented and operational within just three months. Any Extra Packs you choose to include may extend the overall timeline slightly, but even with all available packs added, the implementation would increase by no more than four additional weeks.

With Primed! for Dynamics 365 Sales, your implementation cost covers everything you need to get started, system setup, key configurations like account and contact segmentation, tailored sales workflows, and activity tracking. You’ll get help importing your master data, remote training, and support all the way to go-live. If you want extra features like quoting, competitor tracking, KPI dashboards, sales agents or Business Central integration, these can be added right from the start as Extra Packs, each with their own configuration and training.

The project runs in weekly milestones, and both your team and the Primed! experts work together to keep things smooth and on schedule.

Primed! Sales costs £22,500 to implement and includes everything you need to get started: system setup; account and contact segmentation; tailored lead-to-opportunity workflows; sales activity management; dashboards; a business process flow; and automated user notifications. We'll also help import your master data and provide remote training and support through to go-live. You can add Extra Packs from the start, each with its own configuration and training. Weekly milestones keep your team and our Primed! experts aligned and the project on schedule.

The Primed! approach does not change the core Dynamics 365 Sales application. Instead, essential customisations such as Targeted Account & Contact Segmentation, Tailored Lead-to-Opportunity Workflows and Comprehensive Sales Activity Management make the solution work for your business. You can add more functionality during implementation with Primed! Extra Packs. Once you're live and understand how Dynamics 365 Sales supports your team, we can move into a Phase 2 implementation to extend and customise the solution further. As part of this next phase, we train your team to manage some configurations themselves and discuss how we can work together to continue evolving the system as needs change

There are five: Products, Price Lists & Quotes; Competitor Tracking; KPIs & Reporting; Business Central Integration Setup; and Sales Agents. Each comes with its own set of configuration and training activities.

Yes. An optional Primed! Extra Pack configures the standard integration between Dynamics 365 Sales and Dynamics 365 Business Central for a single company. We'll enable the standard table and field mappings available within the Primed! implementation, including Accounts/Customers and Contacts.

The Dynamics 365 Sales user minimum is 1 and there is no maximum. However, the Primed! implementation approach is designed for 5–20users.

Yes. We will train you on how to utilise the standard Copilot functionality inside of Dynamics 365 Sales as part of the implementation. It will be a mixture of consultancy and training.

A Sales Enterprise license is £84.74 per user, per month, with break-fix support available at an additional £25.00 per user, per month. Other license types are available with less functionality – speak to us for details. If you're a Business Central user, bundle discounts are available and could save you at least £40 on the per user per month pricing.

You can add Dynamics 365 Sales licenses at any time. You can only remove licenses at the end of your contract period.

Dynamics 365 Sales is licensed on a per named user, per month basis. Most people sign up for a minimum contract period of 12 months (other subscription periods are available). Once the contract period comes to an end, you can choose not to renew (advanced notice is required). There is also an option to pay monthly with rolling monthly commitment, though this typically costs an additional 20% for the added flexibility. Please note: once you cancel a subscription to Dynamics 365 Sales, you will lose all access to the software and ongoing access to your data.

Primed! Marketing is our fixed-cost, fixed-timeline implementation approach for Microsoft Dynamics 365 Customer Insights – Journeys (previously known as Dynamics 365 Marketing). Designed for businesses that want marketing automation without unnecessary complexity, it helps you get the app installed, configured and your first personalised journeys live within four weeks – so you can start delivering marketing impact quickly.

It's the same app – Microsoft renamed Dynamics 365 Marketing to Customer Insights – Journeys, and with it shifted focus to real-time marketing. It's Microsoft's real-time marketing automation platform, helping you plan, send and measure personalised communications using the data already in Dynamics 365 CRM, bringing email marketing, customer journeys, segmentation, consent, insights and engagement tracking into one connected place.

Primed! For Dynamics 365 Customer Insights – Journeys implementation is four weeks from kick-off to your first live campaign – without months of scoping, delay or open-ended costs. The optional Extra Packs (triggers and web forms) will extend the initial implementation by 1 week each.

The core implementation covers domain enablement, consent and compliance configuration, brand profile setup, subscription topics, segmentation guidance and your first journey (campaign) going live. We use your CRM data and your customer touchpoints, so the first journeys you build are relevant to your business from day one – not generic examples your team has to translate later. Remote training and support to go-live are included.

Our handpicked optional Extra Packs help you take the core functionality further from day one, adding automated, real-time triggers and web form connections if you need them.

Real-time triggers could include automatically sending a follow-up email when someone submits an enquiry, downloads a resource or registers for an event. Web forms could include contact us forms, event registration forms, newsletter sign-ups or gated content forms that feed responses straight into Customer Insights – Journeys.

Customer Insights – Journeys works best alongside Dynamics 365 Sales. It uses the contact, lead and account data already in your CRM and gives your sales team visibility of marketing engagement.

Unlike Dynamics 365 Sales, Dynamics 365 Customer Insights Journeys is licensed per tenant rather than per user. Microsoft's current UK list price is £1,375.56.20 per tenant, per month (commitment yearly), or £807.45 per tenant, per month (commitment yearly.

For the Attach license if you already have a qualifying Dynamics 365 application users such as 10 x Dynamics 365 Sales Enterprise licenses. Prices exclude VAT. Additional capacity to interact with more contacts can be purchased separately, you get a base of 10,000 interacted contacts in the core license – speak to us and we'll work out the most cost-effective option for you.

As with Primed! Sales, the price is fixed up front with no hidden surprises.

Primed! For Dynamics 365 Customer Insights – Journeys Implementation cost is £7,500. Optional extra packs for web forms and real-time triggers are £1,500 each pack.

Primed! Marketing is paid in two instalments: a deposit due ahead of week 1, followed by the final instalment in week 4 at go-live.

You will need active Microsoft 365 (previously Office 365) subscriptions for all users, reliable connectivity and access to your DNS records so we can authenticate your sending domain. You will also need the appropriate Dynamics 365 Customer Insights – Journeys license in place, and Primed! Marketing works best when it can use existing Dynamics 365 CRM data such as contacts, leads and accounts.

Consent and compliance are included in the core Primed! Marketing implementation. We configure compliance profiles, subscription topics and preference handling, helping contacts control what they receive and ensuring sends respect the consent recorded in your CRM. You remain the data controller; we configure the platform to support your policy.

Yes. Domain configuration and brand profiles are included in the core implementation. We'll authenticate your sending domain to help emails come from your business and land reliably, then set up brand profiles with your logo, colours, social links and postal address. You'll need access to your DNS records to complete this.

As standard, Customer Insights – Journeys lets you market to 10,000 contacts each month, giving you a monthly allowance of 100,000 emails to send. If you need to reach more contacts or increase your email volume, additional capacity can be purchased. We'll size this with you before you buy so there are no surprises.

Primed! for Dynamics 365 Sales is paid in 3 instalment over the 3 month implementation. If you were to take all additional packs and the project extends out to 4 months, then there will be 4 payments.

The first payment is due before the implementation project starts.

Yes. Copilot can help you build segments in everyday language, draft and refine email content, and suggest journey ideas, so you can launch campaigns faster. We cover the standard Copilot functionality in your training.

It's designed for businesses already using – or about to use – Dynamics 365 Sales who want to add personalised and real-time marketing without turning it into a long, complex project. If you're currently sending standalone email blasts from a separate tool and struggling to link the results back to sales for rounded insights, this is for you.

If you need highly complex, multi-brand or multi-market journeys from day one, talk to us about our traditional implementation approaches instead.

Start simple and scale. Once your first journeys are running and you can see what's working, you can add Extra Packs or move into a Phase 2 project to extend the solution – more advanced triggers, event marketing, additional web forms, lead scoring and deeper integration with your sales process.