As a native solution, Quote Manager works with all the standard Dynamics features: word templates, PDF generation, email PDF, export to excel, dashboards, charts, email templates, Power Automate, Power BI.
The system is future-proofed as new capabilities are added to Dynamics.
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
Business Hours