Order Manager

Order Manager - CRM Dynamics Ltd

Order Manager

Order Manager solution works with the Quote Manager CPQ. Items can be picked from the quote so that multiple orders can be made from one Quote.


Various processes are managed including assets, despatching, manufacturing builds, recurring revenue and invoicing and Tax.

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Why use Order Manager for Microsoft D365?

Manage multiple Orders


Our solutions work within Dynamics 365


and can work using existing Dynamics 365 Sales licences or Power APP’s which makes

a quote tool user from as little as including the  Microsoft licences.

View Stock Position

business decisions with a complete understanding of your stock position.   


Order manager works with the Stock & Purchasing manager solution to 

show current stock, stock on order, stock picked for manufacturing. 

Control Manufacturing

Orders work with

Stock and Purchasing to manage the manufacturing process.  


 Order manager manages the build process, 

allows users to assign

serial numbers

and manage assets. 




Order Manager manages various aspects of the accounting and billing processes.  

Invoices are prepared and can be uploaded to Finance Systems.  

Recurring billing is managed from the quote, monthly, annual and quarterly bills can be managed. 

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Simplify your Quoting Process


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CRM Dynamics

Quote to Cash Solution

Manager CPQ


Our Quote Manager CPQ allows sales to search and add product, manipulate the quote output to meet the needs of the customer. 


The product database is held in Dynamics and allows for one excel sheet export and import to manage additions and changes and invoicing financial transactions.



Our Order Manager solution works with the Quote Manager CPQ and allows users to manage the complexities of Customer Orders. 


Also included in this module is 

billing /recurring revenue, sales tax

and invoicing financial transactions.  


Our Stock and Purchasing module works with Order Manager to give you greater insight into stock & purchasing information 


Users can make better decisions

 to speed up customer deliveries and reduce stock levels. 


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See Order Manager in Action


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