Quote Manager

The Quote Manager add-on runs natively in Microsoft Dynamics 365. It lets sales teams create and send branded quotes from Dynamics 365 in a few minutes, without leaving the CRM. CRM Dynamics Ltd, a Dynamics 365 consultancy that reports over two decades of work applying CRM solutions to business problems, publishes the add-on.

Working with the standard Dynamics features

As a native solution, Quote Manager works with the standard Dynamics features. Word templates, PDF generation, emailing PDFs, export to Excel, dashboards, charts, email templates, Power Automate and Power BI are all available alongside it. The company says the product is future-proofed, because new capabilities added to Dynamics can be used with it as they arrive.

Quote Manager CPQ for complex sales

The CPQ edition covers configure, price and quote for more complex sales. It sits within a wider quote-to-cash set that includes Order Manager, stock and purchasing tools, a document signature add-on called SignD365, and a connector to Xero. A quoting API lets other systems create and manage quotes. Power BI dashboards show quoting performance, revenue tracking and targets, and stakeholders can view them without logging in to Dynamics 365, with PDF versions emailed on a daily or weekly schedule.

Services, training and support

CRM Dynamics Ltd offers consultancy, implementation, support, migration and training for Microsoft Dynamics 365. Its services cover Dynamics 365 for Sales, Marketing, Customer Service and Project Service Automation, along with Power Apps, Power BI, a fast start service and managed services. Training courses cover Dynamics 365 fundamentals and advanced use, and specialist areas such as marketing and campaign management, case management, solution selling and sales user training. The company says it does not lock customers into annual support contracts, and that its support is available whether or not the CRM was bought through it.

Bespoke add-ons and plug-ins

Beyond its own products, the company develops bespoke plug-ins for client projects, based on each client's needs. Its add-on range includes a sales coach, a customer engagement manager app and a map tool app, all built to extend what the standard Microsoft Dynamics 365 platform can do for its users.