14 Oct Case Study: Element Materials Technology | Quote Manager CPQ for Microsoft Dynamics 365
CASE STUDY: Element Materials Technology
- Global
- Dynamics 365
- Quote Manager CPQ
Transforming Global Quoting with Quote Manager CPQ
Customer Background
Element Materials Technology is a global leader in testing, inspection, and certification services, providing highly skilled expertise across a wide range of industries. With operations worldwide, Element helps its customers bring products to market faster, safer, and more sustainably.
The company already uses Microsoft Dynamics 365 extensively for ERP and CRM, creating a strong digital foundation to support business growth and operational excellence.
Rob Slater — Director, Commercial Platforms, Analytics and Reporting said:
“We needed a CPQ solution that could grow with our business and integrate seamlessly with our Dynamics environment. Quote Manager CPQ provides the scalability, control, and consistency we were looking for — while enabling us to focus on delivering value to our customers.”
What were the challenges?
Element relied on an in-house, legacy CPQ system to manage quoting across its international operations. While effective in its early years, the solution had become increasingly difficult to maintain, complex to update, and unable to keep pace with the company’s rapid global expansion.
Key challenges included:
- Lack of scalability to support global operations.
- Inconsistent quoting processes and limited standardisation.
- High maintenance costs associated with a bespoke system.
- Growing demand for tighter integration with Dynamics 365 ERP and CRM.
Element needed a modern CPQ solution that would scale globally, integrate seamlessly with Dynamics 365, and deliver efficiency, accuracy, and consistency across the quote-to-order process.
The solution: Quote Manager CPQ
After evaluating its options, Element selected Quote Manager CPQ from CRM Dynamics Limited. Purpose-built for Microsoft Dynamics 365, Quote Manager CPQ provided the flexibility, scalability, and user-first design that Element required.
- Standardises global quoting processes.
- Reduces turnaround time from quote to order.
- Improves visibility and governance across sales operations.
- Provides a scalable foundation aligned to Element’s Microsoft investment.
Rob Slater — Director, Commercial Platforms, Analytics and Reporting said:
“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.”
The benefits
With Quote Manager CPQ, Element now benefits from a quoting environment that is:
- Efficient – Faster, more accurate quotes reduce manual effort and accelerate deal cycles.
- Scalable – A platform designed to support global operations and growth.
- Integrated – Fully aligned with Dynamics 365 ERP and CRM for end-to-end visibility.
- User-Friendly – An intuitive interface and embedded workflows that drive adoption across teams.
- Future-Proof – A solution that evolves alongside Element’s Microsoft ecosystem.
Rob Slater — Director, Commercial Platforms, Analytics and Reporting said:
“ CRM Dynamics has been more than a supplier; they’ve been a true partner. Their ability to align with our goals, adapt to our ways of working, and provide ongoing guidance has made them feel like an extension of our own team. We look forward to continuing the relationship as we evolve our Dynamics platform. ”
About CRM Dynamics Limited
CRM Dynamics Limited is a Microsoft Solutions Partner specialising in Dynamics 365. With deep expertise in Customer Engagement, Finance and Operations and Business Central, we help organisations unlock the full value of their Microsoft investment. Our Quote Manager CPQ solution empowers businesses to simplify complex quoting, accelerate sales, and scale with confidence.
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