Manufacturing & B2B: quotes, service and portals on Dynamics 365
For manufacturers, wholesalers and technical suppliers in the Waasland and beyond: quote requests that land in Dynamics 365, follow-up nobody forgets and a customer portal your clients actually use.
Customer: We'd like a quote for 400 stainless steel brackets, type B, delivered in March. Can you do that?
Quote assistant: Thank you. I've linked your request to your company and passed it to your account manager, who will confirm price and delivery time. You'll get a confirmation by email right away.
Quote request in Dynamics 365, follow-up task for the account manager
Good products, slow follow-up
“Quote requests come in through email, phone and the website, and nobody sees them all.”
“Our account managers don't know which quotes are still open until a customer calls.”
“Customers call to ask where their order or service visit is, because they can't look it up themselves.”
Where the local SME meets enterprise Dynamics 365
We design and build your sales and service processes on Dynamics 365 and the Power Platform, at a scale that fits your company: start with quote requests, grow into service and a customer portal.
Quote requests into Dynamics 365
Requests from your website, mailbox or portal land in Dynamics 365 Sales or Dataverse, linked to the right account and contact, with a confirmation email to the customer.
Follow-up for account managers
Every request creates a follow-up task for the right account manager, with reminders for quotes that are still open and a clear view of the pipeline.
Service cases and field service
Complaints, repairs and maintenance become service cases with a clear owner. Technicians are planned and report from the field with Dynamics 365 Field Service.
Customer portal on Power Pages
Your customers request quotes, follow their orders and service cases and download documents themselves, signed in securely, on data straight from Dataverse.
This is our home ground: we have spent years designing and building Dynamics 365 CE, Power Platform and Azure integrations for enterprise teams. You get the same approach, scoped to the size of your company. Your data stays in your own Microsoft environment.
A B2B site where a quote request starts a whole chain
Our demo site for a fictional technical supplier shows what happens after a customer clicks send: the request lands in Dataverse, the customer gets a confirmation and the account manager gets a follow-up task. All on demo data.
- A quote form that asks for product, quantity and delivery date
- The request stored as a record, linked to the right company and contact
- A confirmation email to the customer and a follow-up task for the account manager
One customer record, connected to everything
Dynamics 365 and Dataverse sit in the middle: every request, quote, case and visit is stored once and shared with your website, portal, mailbox and ERP.
- Your websiteQuote and contact requests go straight into Dynamics 365, complete and linked to the right account.
- Power PagesCustomers sign in to request quotes and follow their orders and service cases.
- OutlookAccount managers see customer history, open quotes and tasks next to their email.
- Power AutomateConfirmations, follow-up tasks, reminders and approvals run automatically.
- Your ERPProducts, prices, stock and orders are exchanged with your ERP, so nobody types them in twice.
- Field ServiceTechnicians get their schedule, the customer's history and a work report on their phone.
Pick the step that fits
Start with quote requests that arrive in Dynamics 365, add follow-up and service, then open a portal and connect your ERP. Every package includes analysis, setup, testing with your own data and training for your team.
Start
Every quote request in one place.
- Quote form on your website, linked to Dynamics 365 Sales or Dataverse
- Automatic confirmation email to the customer
- A follow-up task for the right account manager
- A clear view of open and won quotes
Grow
RecommendedSales and service on one platform.
- Everything in Start
- Reminders and approvals for open quotes
- Service cases with queues, owners and response times
- Customer history in Outlook for your account managers
- Reports on pipeline and service in Power BI
Scale
Portal, field service and your ERP connected.
- Everything in Grow
- Customer portal on Power Pages
- Dynamics 365 Field Service for scheduling and work reports
- Integration with your ERP through Power Automate or Azure
- Copilot Studio agents for your team and your customers
No prices on this page: every business is different. After the free digital check you get one clear scope and a fixed price.
Questions we often get
It depends on scope: the number of processes, users and integrations. After the free digital check you get one clear scope and a fixed price for the first step. Microsoft licenses are separate and we help you choose the right ones.
Not if you start small. Many companies begin with quote requests and follow-up on Dataverse or Dynamics 365 Sales, and add service or a portal later. We only build what you need now.
It helps, because Outlook and Teams then work together with Dynamics 365. It isn't strictly required: Dynamics 365 and Power Pages run in their own Microsoft environment.
Usually, yes. Most ERP systems offer an API, files or a database we can work with through Power Automate or Azure Integration Services. During the free check we look at what your ERP allows.
A first step, such as quote requests into Dynamics 365 with follow-up tasks, takes a few weeks. Portals, field service and ERP integrations are planned in phases, so your team can get used to each step.
In your own Microsoft tenant, with Dataverse security roles that decide who sees what. Portal users only see their own company's data. We build with GDPR in mind.