Unlock Actionable Insights
from Your CRM Data

Explore the potential of your Dynamics 365 data with dashboards,
forecasting, and AI-powered automation. QGate helps B2B firms
transform CRM into a source of strategic intelligence.

The Challenge

CRM should provide the foundation for confident, data-led decisions, but too often, the reality looks like this:

  • Inconsistent or missing data
  • No clear ownership of processes or inputs
  • Poor reporting and disconnected dashboards
  • Lack of trust in what’s being surfaced
  • Failure to support day-to-day or strategic decision-making

Without reliable insight, teams revert to gut feel, spreadsheets, and guesswork, and leadership misses out on visibility, confidence, and control.

The Opportunity

Your CRM can be more than a digital rolodex. It can be a powerful source of decisiion intelligence. We help B2B firms use Dynamics 365 to:

  • Rebuild data integrity.
  • Visualise real-time performance.
  • Track KPIs across sales, service and ops.
  • Identify trends and bottlenecks.
  • Prepare for AI-powered automation and predictive insight.

Whether you’re starting from messy data or aiming to take the next step, we’ll build the visibility and confidence you need.

How Dynamics 365 helps

Microsoft Dynamics 365 is one of the market leading business management solutions. It provides a comprehensive suite of business applications that can meet the needs of your business at scale, allowing you to need new opportunities head on.

Turn Data into
Decision Power

Transform CRM records into dashboards, KPIs, and reports leaders can trust.

Build Insight
for the Future

Lay the groundwork for predictive analytics and AI-driven decision-making.

Cleanse and
Connect Your Data

Eliminate gaps and silos so Dynamics 365 becomes a single, reliable source of truth.

How We Help

1. Discover
Business preparation and strategy definition. We get clear on where you’re heading and how CRM should support that growth.

2. Evaluate
We map your processes, define scope, prioritise key areas, and build a roadmap for transformation.

3. Build
We design, configure, and test your CRM with your business logic and users in mind.

4. Implement
Training, deployment, and launch support to make sure adoption sticks from day one.

5. Grow
We stay with you post-implementation to optimise performance, support teams, and evolve your CRM as your business grows.

Why QGate?

  • 25+ years experience helping businesses grow
  • Microsoft Solutions Partner in Business Applications
  • Experts in Dynamics 365 Sales, Customer Service and Power BI
  • Proven track record with data-driven B2B SMEs
  • Focus on strategic outcomes, not just dashboards
  • Real-world experience in CRM adoption, visibility, and reporting
  • Clear, phased approach to data maturity and AI readiness

Book a Discovery Call

We’d love to learn more about your CRM data goals and how we can support your transformation.

Our team of experts is here to help you to get the most out of Microsoft Dynamics 365.

We’ll help you to:

  • Identify your business goals. What are your objectives?
  • Assess your current systems and processes. Is your business running the way you want it to?
  • Put together a roadmap. We’ll develop a solution that aligns with your ambitions.
  • Customise and deploy Dynamics 365. We’ll deliver the CRM that works.
  • Provide ongoing support. We’ll be on hand to provide training and on going support.