CRM-Dynamics Limited

15/06/2026

[1 DAY LEFT] Dynamics 365 Partner webinar: Quote Manager CPQ

If you’re a looking to strengthen your offering, this session will give you a clear view of:

✅ How to position CPQ in your services portfolio
✅ Live product demonstration
✅ Partner onboarding and implementation approach

Join here before we go live >> https://bit.ly/4eo8Bb8

11/06/2026

Disconnected and systems don't just slow sales down — they impact revenue.

Every disconnected workflow creates:

• Delayed quote turnaround times
• Reduced visibility into margins and profitability
• Increased risk of pricing and approval errors

With Quote Manager for , every quote, product, price, approval, and customer interaction stays connected in a single platform.

⚡ Speed
📈 Profitability
👁️ Visibility

When your CRM and quoting solution are fully connected, your sales team can focus on what matters most: winning more business.

Learn More >> https://bit.ly/4e3BvOQ

04/06/2026

There are a number of 3rd party add-ons for with 365, in this blog we will explore the comparison for three of the solutions...

▶️ https://bit.ly/43erRmk

Microsoft Dynamics 365 provides an ideal platform to support pipeline management, and customer-centric interactions including quoting and order management.There are a number of 3rd party addons for Quoting with Dynamics 365 including our own Quote Manager. In this blog we compare our own solution to...

28/05/2026

We had a fantastic time connecting with so many Dynamics 365 professionals and partners at 2026!

Following the event, we’re excited to invite partners to our upcoming webinar featuring Manager for Microsoft Dynamics 365. In this session, we’ll demonstrate how partners can:

✅ Simplify quote-to-cash processes
✅ Enhance the customer experience
✅ Expand their Dynamics 365 solution offering

📅 Date: 17 June, 2026 (Wed) | ⏰ Time: 15:30 BST / 09:30 EST

Whether you’re looking to strengthen your Dynamics practice or explore new revenue opportunities, this webinar is designed for you.

Register here 👉 https://bit.ly/49WLtyQ

Join our webinar to discover how Quote Manager CPQ can cope with the complexities of a wide range of pricing and quoting scenarios.

21/05/2026

Many companies will have an approval process in place for high-value or risky deals, but this is not always integrated into their or systems, making it difficult to track the progress, enforce the approval process, and therefore close the deal.

The Approval Addon for the Quote Manager solution provides a flexible and scalable automated 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.

📌 Learn More
https://bit.ly/4dSvkNj

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.

15/04/2026

Import manager can import from CSV, EXCEL and even copy and paste from a section of an excel sheet (useful if you only want to import from a part of a supplier quote).

Import Manager is easy for end users to Import records into Sub-grids without systems admin knowledge. End users can use it quickly and easily without special access to the systems admin IMPORT function.

Learn More ▶️ https://okt.to/UdWvGx

Import manager can import from CSV, EXCEL and even copy and paste from a section of an excel sheet (useful if you only want to import from a part of a supplier quote).Import Manager is easy for end users to Import records into Sub-grids without systems admin knowledge. End users can use it quickly a...

08/04/2026

🌟 Boost Productivity & Simplify Resource Management for

transforms your Dynamics 365 activities into a visual , giving you a clear overview of your team's workload and resource availability.

Benefits:
✅ Increased Efficiency: Simplify scheduling processes and reduce administrative overhead.
✅ Improved Communication and Collaboration: Enhance team visibility and communication with a shared calendar.
✅ Boost Productivity: Empower team members with a clear view of project schedules and deadlines.
✅ Enhanced Resource Utilisation: Optimise resource allocation and avoid scheduling conflicts.
✅ Reduced Scheduling Errors: Eliminate double-bookings, ensure accurate scheduling, and achieve timely project completion.

Know More ▶️ https://bit.ly/4bXyn5Y...
Contact Us ☎️ https://bit.ly/4ccDG0h...

🌟 Boost Productivity & Simplify Resource Management for Dynamics 365Scheduling Tool transforms your Dynamics 365 activities into a visual calendar, giving y...

01/04/2026

𝐇𝐨𝐰 𝐭𝐨 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐐𝐮𝐨𝐭𝐞 𝐢𝐧 𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬 𝟑𝟔𝟓?

Quote Manager is a flexible and easy-to-use Quoting environment natively built in Dynamics 365 and allows the salesperson to generate the quote as quickly as they would in EXCEL whilst keeping all the data in the Dynamics 365 system.

Read How ▶️ https://bit.ly/4tk6gnl

Quote Manager is a flexible and easy to use Quoting environment natively built in Dynamics 365. Quote Manager gives the salesperson the ability to generate the quote as quickly as they would in EXCEL whilst keeping all the data in the Dynamics 365 system.

25/03/2026

There are a number of 3rd party add-ons for with 365, in this blog we will explore the comparison for three of the solutions...

Read▶️ https://okt.to/etbgEm

Microsoft Dynamics 365 provides an ideal platform to support pipeline management, and customer-centric interactions including quoting and order management.There are a number of 3rd party addons for Quoting with Dynamics 365 including our own Quote Manager. In this blog we compare our own solution to...

18/03/2026

We’re heading to this May and are keen to connect with who are supporting clients through complex sales cycles, particularly where quoting is still happening in spreadsheets, word docs, or disconnected tools.

Our flagship solution, , sits natively within and helps sales teams generate faster, more accurate quotes without leaving the platform.

We’re currently working with partners to introduce CPQ capability into their client environments, improving quote turnaround times and reducing downstream billing and delivery issues.

Open to a quick chat about how CPQ could complement your Dynamics offering before the conference?

🗓 Book a call: https://okt.to/L5k0gG
📧 Email us: [email protected]