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...
“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 -...
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...
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...
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...
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...