Microsoft Dynamics 365
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Improve visibility across your organization
Enable sales, customer service, marketing and management to all work in concert by creating visibility into key metrics, activities and workflows
Streamline your quoting process
Shorten time to quote, create more effective quotes and capture valuable quoting analytics
Understand your customers like never before
Go from reactive to proactive and deliver personalized experiences with an AI-powered customer data platform
WHAT CAN NEW DYNAMIC DO FOR YOU?
Get a D365 Health Check
If your organization is already using Dynamics 365 to augment and manage your internal processes, we can analyze its performance and identify further optimizations that need to be made. Our analysis assesses the issues specific to your organization’s deployment of Dynamics 365 and identifies the opportunities available to realize your desired benefits from the system.
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SUCCESS STORY:
General Equipment & Supplies Reduces Quote Times From an Average of Two Days – To Two Hours
New Dynamic created a quoting system within Dynamics 365 Sales that added immediate structure and speed to the quoting process, enabling GES to take quoting from as long as three days and more, to as little as 30 minutes or less.
How to Effectively Scope a CRM Project
Budgeting and planning to avoid failed CRM projects of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
What our Customers Say
“The New Dynamic team is fantastic! Their collaborative spirit is very evident in our interactions. Additionally, they are knowledgeable and bring expertise and experience to their solutioning. Our internal team has benefited greatly by learning from New Dynamic, allowing us to improve our operational efficiency and effectiveness.”
Sub-Zero
“The pipeline management platform designed by New Dynamic has helped us streamline new business visibility for the management team and key leaders. Our internal meetings are less stressful and more productive because we can see what's coming and be more proactive when it comes to winning new business opportunities.”
J.C. Anderson, Inc.
“The investment we’ve made with New Dynamic has paid for itself multiple times already in terms of time savings and the significant sales increases we’ve seen across our various product lines. We understand our customers’ needs better, we’re tailoring our quotes more precisely, and we’re doing more cross-selling. We had the vision to make Dynamics 365 the hub for all our selling activity and New Dynamic made it happen.”
Maxi-Lift inc.
“New Dynamic simply presented as more knowledgeable, more responsive, and more credible than the other firms we looked at, including some of the biggest names in this space. They got done in weeks, what others estimated would take months. They had a better plan and offered better value all the way around.”
Cross Point Capital
“Our quotes are complicated and have
always required a series of phone calls
and emails in the past, for everything from
pricing options to credit checks, to delivery
logistics, it took too long and had too many
manual requirements. New Dynamic came
in with a process mapping and automation
plan using Dynamics 365 Sales that
matched our needs and took our average
quote times from two days to two hours,
and it’s been a gamechanger for us.”
General Equipment & Supplies
“New Dynamic was the obvious choice and the experience
of working with them far exceeded that of the other solution
providers we looked at. New Dynamic listened and
designed an application that not only exceeded our expectations
but can also grow and expand with us.”
Pate Rehabilitation
“The New Dynamic team was impressive from the beginning, asking methodical questions and learning our business. They made us feel confident we’d made the right choice and that they understood our goals and objectives”
Hodgdon co.
Contact us today to transform your CRM solution
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