With 20 years’ experience applying CRM solutions to business problems, CRM Dynamics Ltd can help improve your business efficiency by rationalising processes, improve business insight.
CRM Dynamics Ltd products significantly improve the usability and functionality of the standard Microsoft Dynamics 365 platform. We also develop bespoke plug-ins for your projects based on your needs.
Our Training Programme offers you a range of courses to provide you with a thorough grounding in how to be more effective utilising Microsoft Dynamics CRM/365.
Whether you have bought your CRM system through us or not, we offer a range of support services to provide you with ad-hoc or on-going support at an affordable price.
With over 20 years experience of implementing a wide variety of CRM solutions, we help companies to explore the benefits of the Microsoft Dynamics 365 platform and provide CRM consultancy, implementation, support, migration and Microsoft Dynamics CRM training services.
CRM Dynamics Ltd provides a variety of flexible support options to suit your specific needs, we don’t lock you in to annual support contracts. Use us to make modifications to your system, or to just get some quick advice & training.
Linking to your Dynamics 365 CRM system, there are 3 main Survey Solutions that we work with: Voice of the Customer – the free add-in that comes with Dynamics 365 Power Survey Plus from Power Objects - for $2 per user ClickDimensions surveys – part of the ClickDimensions package In this...
Real-Time Lead Generation with Microsoft Dynamics 365 - Managing prospects and interest in Real-Time eMarketing techniques such as email campaigns are used to raise awareness and nurture prospects until they declare their interest by filling in a website form or as an inbound telephone call....
Improving sales best practice and getting the most out of your Sales processes With a few small changes to the Microsoft Dynamics CRM system, it can be configured to give you a real insight into the sales team’s pipeline and sales effectiveness. Company’s Sales processes...
The importance of good data quality Most people would agree that one of the key points, and benefits, of a Customer Relationship Management (CRM) system, is to be able to get good quality data out in the format you need and when you need it....
What You Really Want Is A Solution Everyone Is Happy To Use – Anywhere, Anytime! The success of any CRM project is often measured in terms of “does it meet the spec” – whatever that spec was in the first place. How often does the...
Email marketing messaged need to be read - not just delivered. Email, newsletters are still very popular and some people subscribe to many newsletters, so how do you ensure that yours gets read? Many senders make fundamental mistakes that could easily be avoided. If they...
Is SaaS the way to go? Most businesses have implemented a CRM system at some time, but if this was a few years ago, maybe 2017 is the time to look at changing it. Over the years, technology advances have changed the functionality of CRM...
5 Tips to help you focus your Marketing to get the best results - The Scattergun Approach Rarely Works! In another blog, we talked about “low hanging fruit” and making sure you don’t use valuable resources getting new customers when you could be getting...
Don't miss the low hanging fruit! It costs more to attract new customers than to sell to existing ones. The figures vary anything between 5 and 7 times as much is usually quoted. Are you missing out on by not selling to your existing customers?...
The implication of Qualification: 3 Sales Methodologies to qualify your Sales Following on from our recent article which discussed Sales Process vs Sales Methodology and how implementing CRM can help you improve your Sales Velocity . This time we will be looking at three leading methodologies for helping you qualify your sales. Qualifying...
How have times changed for the Salesperson? How many hours do we spend, on average, using social media every day? According to data from 'We Are Social' released in Jan 2016, we spent an average of 1 hr 29 minutes using social media across...
6 Strategies to improve your Sales Velocity Sales velocity is similar in concept to any other type of velocity measurement. In a car, velocity is a measure of its speed i.e. miles per hour. Sales Velocity measures and predicts the “£’s per day” – how...
When you have a success, however big or small, you need to review it and see how you can improve for next time.Have you just won a big new contract, taken a great order, or had the best quarter/year of your business? Maybe you haven't...
Are you ready? As the Olympics are well underway, this blog takes on a sporting theme. Looking at the key components of a good marketing campaign, there are some similarities with the traditional Olympic Triathlon which consists of a swim, cycle and run. These can be...
"It's all to do with the training: you can do a lot if you're properly trained" That is a quote from Queen Elizabeth II, and probably most people would agree with the sentiment of the statement. Firstly, what is "training" - one definition from Wikipedia...
The New Face of Microsoft Dynamics "It's all to do with the training: you can do a lot if you're properly trained" That is a quote from Queen Elizabeth II, and probably most people would agree with the sentiment of the statement. Firstly, what is...
Microsoft Dynamics 365 provides an ideal platform to support pipeline management, and customer-centric interactions including quoting and order management.There are a number of 3rd party addons for Quoting with Dynamics 365 including CRM Dynamics Ltd's Quote Manager CPQ. In this blog we compare our own...
How to Automate Birthday Emails?Sending an Automated Email to a Contact on their birthday - this can certainly be achieved with Dynamics 365 and ClickDimensions Marketing Automation platforms. However, it is not as simple as it might first seem.Here we compare two different methods of...
How Charities and Advocacy providers can use Dynamics 365 to streamline their operations?For charities, advocacy providers, carers and residential homes, data and the safe and easy management of it are critically important. If information and contact data is not managed properly, and, for instance, spread across multiple spreadsheets...
With the new ClickDimensions version 10.5, custom fonts can be added to email templates. Custom fonts can improve the appearance of your emails, create and sustain brand image and increase the click rate of emails. This article will show you how to easily add custom...
Quote Revision Quote revisions should be used when the quote is for the same customer/prospect where the existing quote requires minor modifications e.g. add or delete a product or change one or more of the quote line details. If there are major changes required or, if...
To maximise the benefits of your email marketing campaigns you have to stand out from the crowd! In this article, you will find some tips that you can implement to improve your audience engagement rates. Audience engagement Audience engagement is a vital success metric...
Microsoft Dynamics CRM (now known as Dynamics 365) is a Customer Relationship Management (CRM) software solution that manages all interactions with customers, prospects, stakeholders, and all other contacts for your company. What does Microsoft Dynamics 365 CRM? Microsoft Dynamics 365 CRM delivers the latest generation of intelligent end-to-end...
Quote Manager is a flexible and easy to use Quoting environment natively built in Dynamics 365. Quote Manager gives the salesperson the ability to generate the quote as quickly as they would in EXCEL whilst keeping all the data in the Dynamics 365 system.
CASE STUDY: GLLS (USA company) USA Dynamics 365 Quote Manager CPQ “Last month, for example, we did 277 quotes, which was excellent, that’s a 300% increase over the results we were getting from using the previous tool.” Table of Contents Company profile GLLS (Green LED...
Case study | NYAS (National Youth Advocacy Service) Company profile NYAS (National Youth Advocacy Service) is a national children’s rights-based charity, providing advocacy and legal representation to care-experienced children, young people and vulnerable adults. NYAS has a network of 200 salaried staff, 550 volunteers and...
There are some important differences between the sales process and sales methodology. We examine what these differences are and how these differences effect the value sales teams can get from using Microsoft Dynamics.
DKIM (Domain Keys Identified Mail) is an email verification method which can be added with encrypted signatures in the email's header. To put it in a simple vivid way, DKIM signing is like signing a letter with invisible ink – showing that you are the real sender.
Nowadays, it seems that almost everyone is on social media, so many businesses are also shifting their marketing focus to social media. But not many really know how best to use it.
Easy & Quick way to create a Lease Quote CPQ in Microsoft Dynamics 365 Quote Manager CPQ for Microsoft Dynamics 365 has a lease calculator within the quote grid to calculate the monthly lease price based on input parameters i.e interest rate, deposit amount, residual...
We have teamed up with Yak Chat to deliver solutions in Teams, Dynamics and Power Apps using their TEXTing platform. YakChat is the only native SMS texting platform for Microsoft Teams in the world. They are a tech pioneer in the vanguard of 2-way SMS...
Following our previous article on How to Build a Quote in Dynamics 365, this time, we will explore the CPQ functionality of Quote Manager. Table of Contents Introduction Quote Manager CPQ allows users to configure complex products, offering different product choices where appropriate and suggesting...
Quote Manager CPQ for Microsoft Dynamics 365 is now available in にほんご (Japanese). Let’s have a quick look! Product Search Price Management Quote Document Quote Document Beyond standard English and European languages such as French, Italian, Spanish, German, Dutch, Swiss etc… Our system also supports...
![[News] Quote Manager CPQ for Microsoft Dynamics 365: Awards & Feature Updates](https://www.crm-dynamics.co.uk/wp-content/uploads/2023/11/Quote-Manager-CPQ_5-stars-badges-min.png)
We have some exciting news to share with you! Previously, our Quote Manager CPQ is awarded with the Preferred Solution status on Microsoft’s AppSource. This time, we are thrilled to announce that Quote Manager CPQ has also been awarded multiple 5-star badges by Gartner. These...
