CRM Dynamics Limited

How to design and edit Quote Grid Layout? #Microsoft #Dynamics365 | Quote Manager CPQ This grid layout feature makes it simple to customize your quotes with drag-and-drop functionality, add sections, and manage pricing visibility, ensuring your quotes look polished and meet your exact requirements. Let’s explore how the grid layout feature can enhance your quoting experience in Dynamics! ▶️ https://okt.to/vKIWL7

Previously, we have explored how to build a quote using #QuoteManager #CPQ in #Microsoft #Dynamics365. This time, we will show you how easy and quick it is to convert a quote into a reusable template, saving you time and ensuring consistency across your sales documentation. 📹 Watch Video or Read More 👀 https://okt.to/1Iyr8o

[Webinar Next Thursday] Quote Manager CPQ + Quote to Cash Solution for Microsoft #Dynamics365 Join our #webinar to discover how #QuoteManager #CPQ can cope with the complexities of a wide range of pricing and quoting scenarios. "Quote Manager CPQ has achieved #Microsoft Preferred Solution on APPSOURCE. Its proven to increase quoting efficiency by 33%." Let’s discover how our solutions enable our clients to streamline the entire Quote-to-Cash process. 🕒 15:00 GMT / 10:00 EST on 24 Oct, 2024 (Thu) | Register here 👇🏻 https://okt.to/oipXIk

𝐂𝐀𝐒𝐄 𝐒𝐓𝐔𝐃𝐘 📝 Brook Crompton ( part of the Wolong Group ) is a global provider of Electric Motors. General Manager at Brook Crompton said 💬 🌟 “The whole end-to-end #Quoting Process has speeded up making the sales team more efficient. ” 🌟 “The integration of #QuoteManager #CPQ and #MicrosoftDynamics gave us the visibility and control we needed. ” 🌟 “#CRM Dynamics worked flexibly with us to understand our needs and devise innovative solutions to manage the complexities of our motor ranges and discounting rules. ” 👀 Learn More >> [https://bit.ly/48dk21J]

🌟 Boost Productivity & Simplify Resource Management for #Dynamics365 #Scheduler transforms your Dynamics 365 activities into a visual #calendar, 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/3BxKQ0m... Contact Us ☎️ https://bit.ly/3ZQTPDR...

[Webinar 🔜 Tomorrow] Quote Manager CPQ for Microsoft Dynamics 365 𝐐𝐮𝐨𝐭𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 𝐂𝐏𝐐 has achieved 𝕄𝕚𝕔𝕣𝕠𝕤𝕠𝕗𝕥 ℙ𝕣𝕖𝕗𝕖𝕣𝕣𝕖𝕕 𝕊𝕠𝕝𝕦𝕥𝕚𝕠𝕟 on APPSOURCE. Its proven to increase quoting efficiency by 33%. Join our webinar to discover how Quote Manager CPQ can cope with the complexities of a wide range of pricing and quoting scenarios. Let’s find out how our solutions enables our clients to streamline the entire Quote-to-Cash process. Register Now▶️ https://okt.to/YCvcgA #Dynamics365 #QuoteTool #CPQ

Stop wasting time on manual quotes! ⏱️ #QuoteManager #CPQ is a powerful add-on that lets your sales team create and send professional branded quotes directly within #Dynamics365 in just minutes! 💡 Key Features: Seamless integration with Dynamics 365 Customizable with standard Dynamics 365 features Quick and easy quote creation Real-time sales dashboards Comprehensive product database 🌟 Partner with Us! We're expanding globally and looking for #partners to join the CRM Dynamics Ltd family. Enjoy benefits like reseller margins, guided onboarding, strategic planning, free support, and more! 🔗 Learn More and Become a Partner https://okt.to/G0c9uE

CRM Dynamics have a family of #quote-to-cash modules that work natively within Microsoft #Dynamics365 , including, quoting, order management, purchasing, stock, goods receipting, despatching, invoicing import into finance systems. It’s a mini ERP system built in #CE. They are easy-to-use and provide more functionality than the standard #Microsoft Capability. Learn More ▶️ https://bit.ly/3XL4Y88

There are a number of 3rd party add-ons for Quoting with Dynamics 365, in this blog we will explore the comparison for three of the solutions... Read ▶️ https://bit.ly/4gt4D1d

𝙀𝙖𝙨𝙞𝙡𝙮 𝙢𝙖𝙣𝙖𝙜𝙚 𝙮𝙤𝙪𝙧 𝙥𝙧𝙤𝙟𝙚𝙘𝙩𝙨 𝙛𝙧𝙤𝙢 𝙨𝙩𝙖𝙧𝙩 𝙩𝙤 𝙛𝙞𝙣𝙞𝙨𝙝 #ProjectBillingTool integrates time tracking, expense management, and invoicing into a seamless process. Whether you're handling time and materials or fixed-price contracts, our solution enables you to link project tasks directly to sales orders, ensuring that every billable hour and expense is captured accurately. Enhance the project management capabilities with our comprehensive solution in #Dynamics365. Flexible Approval Workflows ensure that nothing slips through the cracks, making invoicing faster and error-free. 𝙎𝙞𝙢𝙥𝙡𝙞𝙛𝙮 𝙩𝙝𝙚 𝙘𝙤𝙢𝙥𝙡𝙚𝙭𝙞𝙩𝙞𝙚𝙨 𝙤𝙛 𝙥𝙧𝙤𝙟𝙚𝙘𝙩 𝙢𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩 ▶️ https://bit.ly/479du3R