Managed Services

You have enough to do. We’ll handle
your CRM.

Some organizations don’t just need tools—they need a team. Someone who understands their operations deeply, proactively optimizes their system, and handles everything from strategy through support. That’s what P2 Managed Services delivers: a true CRM partnership where we become your Dynamics 365 team.

What’s Included

Everything You Need. One Partnership.

Managed Services includes all P2 Control Layer capabilities plus full custom development and strategic support.

Strategic Partnership

  • Strategic planning & system design
  • Custom development & integration
  • Roadmap planning aligned with your business

Proactive Support

  • Monitoring and issue resolution before you’re impacted
  • Microsoft updates and platform changes managed for you
  • No support queue—you work with people who know your system

Ongoing Enablement

  • Training & change management
  • Documentation tailored to your processes
  • Continuous optimization as you evolve
  • Performance improvements over time

Why Choose a Full Partnership?

Relationships That Last Decades

Many of our managed service clients have been with us for 10-20 years. We’re not interested in quick projects—we build partnerships that grow with your business. When you succeed, we succeed.

We Built Tools We Rely On

P2 Control Layer runs our business. View Scheduler delivers our reports. Activity Center tracks our client relationships. We don’t just build tools for clients—we use them ourselves every day.

We Catch Problems Before You Do

Managed Services means proactive monitoring, regular health checks, and optimization suggestions. We’re not waiting for you to report problems—we’re preventing them and continuously improving what you have.

Is Managed Services Right for You?

You’re a great fit if…

  • You want a true CRM partner who understands your operations, not just a vendor who answers tickets
  • Your business has complex workflows that don’t fit into generic CRM patterns
  • You need ongoing development and optimization, not just one-time projects
  • You value long-term relationships and proactive partnership over transactional support

You might not need Managed Services if…

  • You have strong internal IT and just need better operational tools (consider P2 Control Layer instead)
  • You only need occasional help with specific projects (we can discuss project-based engagements)
  • You’re looking for the cheapest option (we’re not, and we’re upfront about that)

What It Costs

Managed Services are priced based on your environment complexity, user count, and the level of ongoing development and support you need.

Managed service plans start at $795/month and scale based on:

  • Size of your Dynamics 365 environment (users, entities, customizations)
  • Complexity of your business operations
  • Amount of ongoing development and optimization work
  • Level of support and strategic guidance needed

What’s included in your monthly investment:

  • All P2 Control Layer Foundation tools and Primary Solutions
  • Dedicated team familiar with your business and system
  • Strategic planning and design before development
  • Custom development hours allocated quarterly
  • Proactive monitoring and support
  • Regular optimization and refinement
  • Training and change management

Ready to Discuss a Partnership?

Whether you’re exploring options or ready to move forward, let’s talk about what a managed services partnership would look like for your business.

Schedule a Conversation Today