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Green LED Lighting Solutions (GLLS) is a US-headquartered company that has been in the lighting industry for over 10 years and has many notable clients, including the Oscars, Sephora, Disney and Microsoft.
Although GLLS has only been running with Quote Manager CPQ for a few months, there has been already a considerable uplift in the number of monthly quotes it has been able to process.
“ 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. ”
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.
CRM Dynamics is pleased to announce our new partnership with Century Solutions Group Inc, a forward-thinking technology reseller and Microsoft Solution Partner headquartered in Georgia. This collaboration strengthens our network and enhances our ability to deliver Microsoft Dynamics CRM and CPQ solutions to customers seeking scalable, future-proof business applications.
CRM Dynamics specialises in Quote-to-Cash solutions and can help organisations design, implement and optimise AI-powered quote creation processes using the Microsoft technology stack. We can also provide proven accelerators, pre-built workflows and implementation expertise to help organisations realise value from AI faster.
Discover how Quote Manager CPQ for Microsoft Dynamics 365 helps businesses oversee quoting performance with Power BI dashboards, revenue tracking, targets, and actionable sales insights. Stakeholders do not need to log in to Dynamics 365 to view these dashboards. PDF versions can also be emailed automatically on a daily or weekly schedule.
Distributors and resellers often receive dozens of supplier quotes every day. Turning those incoming supplier quotes into customer quotes entails manually typing the product details, performing complex pricing calculations based on a variety of factors such as discounts, term, marks up or margin rules. It’s slow, repetitive, and prone to errors.
CRM Dynamics is proud to announce a new project with Evolving Solutions, a technology solutions provider with expertise in modernising and automating mission-critical applications and infrastructure, based in Minneapolis, Minnesota. As part of their commitment to helping enterprise clients modernise technology stacks, Evolving Solutions has chosen Quote Manager CPQ to replace their legacy quoting and proposal system.
CRM Dynamics is pleased to announce that Ensol 360 (360 Karting) - a global leader in the design and construction of multi-level go-karting attractions, has selected Quote Manager CPQ to replace their legacy in-house quoting system and support growth across international projects. Ensol 360 (marketed as 360 Karting) delivers turnkey karting solutions globally.
CRM Dynamics is pleased to announce a collaboration with Intercomp, a global manufacturer of portable and industrial grade weighing, measurement, and calibration equipment, headquartered in Medina, Minnesota. Intercomp has selected Quote Manager CPQ to replace their in-house, legacy quoting system and better support their product line expansion and dealer network growth.
As AI gets more sophisticated it will start to become increasingly useful to the quoting process. It has the potential to provide a number of benefits:• Manage product and pricing strategies• Dynamics pricing based on competitive and demand behaviour• Improved revenue and marginsWe have identified the following list of use cases and readers can decide for themselves what might become useful.This is likely to depend on many factors, not least what type of industry you are in. There is a wide variation in the application of AI between a company offering fast moving products in a highly competitive environment to a consultancy company implementing niche IT solutions.
Managing complex product configurations can be challenging — especially when multiple components, choices, and dependencies are involved. Microsoft’s new Hierarchy Visualisation tool makes this process far simpler by providing a clear, interactive view of even the most detailed configurations. Because Quote Manager CPQ is built entirely within Dynamics 365 Customer Engagement, it can take full advantage of standard Dynamics features, including the new Hierarchy Viewer.
Through this partnership, we will jointly leverage Quote Manager CPQ to help Encore’s clients accelerate quote-to-cash processes, improve quoting accuracy, and reduce system complexity, all built on the Dynamics 365 platform. By partnering, we aim to combine Encore’s broad deployment experience with CRM Dynamics’ CPQ specialisation to deliver more efficient, consistent quoting workflows and reduce friction in CRM and ERP integrations.
CRM Dynamics is pleased to announce a new partnership with Calgary headquartered Clickharder Consulting Inc, a Microsoft Solution Partner with a focus on delivering technology reseller and consulting services. We’re excited about the potential for collaboration and the value that can be delivered to customers through our combined strengths.
“The team at CRM Dynamics quickly understood our needs and worked closely with us to deliver the solution. Their expertise, responsiveness, and collaborative approach made the project straightforward and gave us confidence throughout. It is a genuinely positive experience working with them.” Rob Slater - Director, Commercial Platforms, Analytics and Reporting
CRM Dynamics is excited to support North American Steel, a leading Canadian manufacturer of industrial steel racking and storage solutions based in Whitby, Ontario, in upgrading their quoting process. Having outgrown basic quoting tools in Microsoft Dynamics CRM, North American Steel is implementing Quote Manager CPQ to gain the advanced quoting functionality and process standardisation they need for large, complex projects.
A PCF control that integrates the TINY MCE 7 Text Editor into your PowerApps. It allows rich text editing with formatting options like bold, italic, underline, bullet lists, and more.
CRM Dynamics is proud to be working with a global leader in testing, inspection and certification services that has selected Quote Manager CPQ to enhance and future-proof its quoting process.
Quote Manager CPQ supports Azure Blob Storage integration, allowing businesses to connect product assets—like images and technical datasheets—directly to quote documents generated within Dynamics 365. “Lower Cost, Higher Flexibility”Azure Blob Storage offers massive cost savings over CRM or SharePoint storage. It’s scalable, fast, and ideal for storing various types of data, including images, technical sheets, and other documentation.
The Approval Addon for the Quote Manager solution provides a flexible and scalable automated approval process that seamlessly integrates with the Quote Manager, providing visibility within CRM, and ensuring that Quotes are getting any necessary internal approvals before being sent out.
Microsoft Dynamics CE is a sale and marketing friendly environment for sales teams to generate and manage their leads and opportunities. Ideally, quoting should also be done in the CE system as well rather than getting sales to log into a different system i.e. the Business Central system.
For companies running Dynamics 365 Business Central, quoting starts off smoothly. But as soon as custom configurations, customer-specific pricing, or approval processes enter the picture, things can quickly spiral. Sales teams often find themselves juggling disconnected spreadsheets, chasing internal approvals, or re-keying data between systems ...
Quote Manager CPQ comes with its own dashboard that gives you a deep insight into your Quoting Performance. Many organisations use Microsoft Dynamics but not many use its quoting function as it's not flexible enough to cope with the real demands of the sales team. Sales still use Excel and Word to build their quotes and file them away in folders. This makes it impossible to measure quoting performance.
When a customer emails to request a quote, they expect a response that fits within the context of the existing email conversation —not a new message that breaks the flow. With Quote Manager, your sales team can seamlessly attach and send a quote within the existing email chain — keeping everything in one place.
Welcome ITCON to the Quote Manager CPQ Partner Network! We’re thrilled to announce that ITCON Information Technology Services @ITCON , has signed up to be a Quote Manager implementation partner. ITCON are .....
With Quote Manager you have limitless ways to price and discount based you’re your existing pricing strategies. The price grid can be configured using bespoke calculation into our settings area, it does not require any special coding. If you are a reseller then you may not have list prices, you will request pricing Dynamically from your suppliers. In this case you will probably use a Cost Plus Model.
Fitflow are providers of fire protection products and training across South America. Director at Fitflow : “Finally, we have a quoting solution in Dynamics where the sales team have no excuse to not quote in the CRM system” What were the challenges? We have been using Microsoft Dynamics for a number of years, we synchronise our products from various ERP system into Microsoft Dynamics. The problem is that the standard quoting experience in dynamics does not meet the needs of the sales team so over time the sales teams have migrated back to using word and excel.
Standard Dynamics only allows users to create a Works Orders from an Opportunities or Case, but not a quote. However, the reality of the sales process is that buyer will not sign a Contract or supply a Purchase Order unless they receive an official quotation. Quote Manager from CRM Dynamics has an addon that allows the user to create a standard Works Order from the quotation.
Microsoft Dynamics 365 is a powerful CRM platform, but when it comes to quoting, the standard functionality leaves much to be desired. Sales teams often face limitations that hinder their ability to create professional, accurate, and customised quotes efficiently. Our quoting add-on bridges these gaps, offering advanced features that transform Dynamics 365 into a comprehensive, integrated pipeline.
Quote Manager CPQ provides the ideal tool for motor manufacturers, motor distributors / reseller and inverter sales. In this blog we show how you can build an electric motor quote using our CPQ tool within Microsoft Dynamics for Sales. Configuring and quoting for electric motors can be a complex process, with complex pricing rules. It starts by searching for the right motor to configure and then configuring the motor to the client specific requirements.
Continuing from Part I of "9 Simple Steps: Turn Email Marketing into Sales", this Part II blog focuses on sharing more advanced skills and tips to boost audience engagement and drive sales effectively with ClickDimensions & Microsoft Dynamics 365. Let’s pick up where we left off, starting with the 4th step.
This article shares practical tips to boost audience engagement and drive sales effectively. From optimising your email content to tracking valuable insights, these strategies will help you engage prospects and turn them into loyal customers.Audience Engagement1) Open RateOpen Rate is a key metric used by...
Distributors often deal with millions of products, serving a wide network of resellers. This creates some unique challenges when you are building a cloud-based quoting solution. CRM Dynamics Ltd is a Quoting Specialist on the Microsoft Dynamics Sales platform. We have our CPQ solution to speed up the quoting process for many distributors across the world.
Quote Manager CPQ makes it easy to generate and export quotes directly in Excel from Dynamics 365 CE, allowing for a flexible, accessible format that can be quickly shared, imported, or customized as needed. In this post, we’ll explore how to make the most of Excel spreadsheets in your quoting process using Quote Manager CPQ.
Quote Manager CPQ offers a simple and flexible way to structure your quotes, allowing businesses to present their sales quotations or proposals in a professional and tailored manner. This grid layout feature makes it simple to customize your quotes with drag-and-drop functionality, add sections, and manage pricing visibility, ensuring your quotes look polished and meet your exact requirements.
Brook Crompton (part of the Wolong Group), is a global provider of Electric Motors - known for quality and innovation for more than a century. Jon Crossland (General Manager) at Brook Crompton: “We have found that the whole quote creation process is more efficient. The technical team can create configuration rules and the sales team can generate complex motor quotes. As a result Quote Manager CPQ is used by everyone … this ensures we have complete visibility of our quote pipeline.”
Using Quote Manager CPQ to merge document text into your quotes in Microsoft Dynamics 365 is a straightforward yet intuitive way to speed up your quoting process. • Enhance your sales teams efficiency • Reduce costly errors • Present a professional consistent approach Learn more about its functionalities and explore the benefits of a more efficient and effective quoting process today.
DV Group is an European leader in engineering, maintenance, and control. IT Manager at DV Group said "The Quote Manager CPQ solution was proposed to us as part of the implementation of Dynamics 365. The teams conducted a benchmark based on our needs to offer us the most suitable solution.The deployment of this CPQ was completed quickly and within a controlled budget, allowing us to be operational swiftly and benefit from a high-performing tool fully integrated with our CRM. The availability and competence of the teams also contributed to making this project a success."
“The decision to automate our Quote to cash process with Quote Manager CPQ within our Microsoft Dynamics has been transformative.” Solaas an IT and Telecoms services organisation specialising in Cloud Telephony, Mobile Services IT solutions and Retail Security.
Using Quote Manager CPQ’s quote templates feature can significantly accelerate your quoting process in Microsoft Dynamics 365. This time, we will show you how easy and quick to convert a quote into a reusable template, saving you time and ensuring consistency across your sales documentation.
Quote Manager CPQ 100% natively in Dynamics 365 Arrange a Demo See Product By simply right-clicking on an item in the Quote Grid, your sales reps can access historical data within a specific date range. They can see the sales price and quantity sold and...
CRM Dynamics have a family of quote-to-cash modules that work natively within Microsoft Dynamics 365 CE. These are Quote Manager, Order Manager, Stock & Purchasing, Project Billing, XERO Connector. Quote Manager CPQ Order Manager Stock & Purchasing Lease Calculator Scheduling Tool Project Billing tool Workflow...
Technomade and CRM Dynamics Ltd. announce new strategic partnership to offer new CPQ solution in France. Technomade, a long-standing Microsoft partner for CRM Dynamics 365, is proud to announce its new strategic partnership with CRM Dynamics Ltd. a UK company specializing in “quote to cash” solutions. This partnership makes Technomade CRM Dynamics Ltd.’s reference partner in France for the distribution of its Quote Manager for Dynamics 365 solution.
![[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...
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 etc… Our system also supports different...
Following our previous article on How to Build a Quote in Dynamics 365, this time, we will explore the CPQ functionality of Quote Manager. Quote Manager CPQ 100% natively in Dynamics 365 Arrange a Demo See Product Introduction Quote Manager CPQ allows users to configure...
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...
Easy & Quick way to create a Lease Quote in Microsoft Dynamics 365 CE. Quote Manager CPQ 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 value, and contract length.
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.
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.
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.
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...
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...
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.
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 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...
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...
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...
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...
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. Quote Manager in Dynamics 365 Simplify...
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...
"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...
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...
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...
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 all devices –...
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...
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...
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...
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....
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...
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....
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...
