Control complex, made-to-order sales without losing customer momentum
Dynamics 365 for specialist assemblies, project-based fabrication and configured or engineered-to-order products.
Give every bespoke opportunity
a clear commercial path
When products are configured, fabricated or engineered around a customer requirement, the sale depends on disciplined discovery and collaboration. Requirements evolve, multiple teams contribute, approvals matter and the final scope must move cleanly into delivery. Dynamics 365 can create a structured customer and opportunity process while Power Platform can support the specialist workflows that make each business distinctive.
Where customer-facing
operations become difficult
- Customer requirements captured inconsistently across documents, inboxes and spreadsheets.
- Long opportunities with many contributors, revisions and approval points.
- Unclear ownership and next steps during technical or commercial review.
- Information lost between sales, estimating, design, delivery and service.
- Limited visibility of why opportunities progress, stall or become unprofitable.
Dynamics 365 Sales
Guide opportunities through discovery, qualification, solution shaping, commercial review and decision. Capture stakeholders, needs, risks, actions and forecast information in a shared record.
Customer Insights Journeys
Build nurture around applications, capabilities, sectors, events and customer intent. Keep complex opportunities warm and alert sales when engagement indicates renewed interest.
Dynamics 365 Customer Service
Manage post-sale questions, defects, warranties and change-related enquiries with a visible history and consistent ownership across the customer relationship.
Dynamics 365 Field Service
Where configured products require installation, inspection or maintenance, coordinate work orders and mobile teams against the relevant customer, site and product context.
Dynamics 365 Contact Center
Provide one workspace for customer conversations across voice and digital channels, with intelligent routing and access to relevant account, opportunity and service context.
Microsoft Power Platform
Create tailored apps for requirements capture, approvals or hand-offs; automate notifications and document processes; and use Power BI to expose bottlenecks and commercial trends.
Structure the hand-off, protect the relationship
A well-designed process can make agreed customer needs, essential commercial context and delivery commitments available to the next team. QGate can also define integrations with ERP, quoting, document management or project systems, keeping each platform focused on what it does best.
Why choose QGate?
QGate specialises in turning complex business processes into usable CRM solutions. Our consultants work with stakeholders to understand the real journey, remove unnecessary administration and create a platform that supports both control and flexibility.
- Nearly 30 years specialising in CRM, with a deep focus on Microsoft Dynamics 365 and Power Platform.
- Practical experience of complex B2B sales, service, field operations and customer journeys in organisations with similar working models.
- A business-led approach that starts with outcomes, processes and adoption, not technology for its own sake.
- Support across strategy, implementation, optimisation, integration and ongoing CRM success.
- A connected Microsoft approach that can enhance customer-facing operations while retaining the systems that already run the operational core.
Make complex opportunities easier to manage and easier to win
Speak with QGate about using Dynamics 365 and Power Platform to improve visibility, collaboration and hand-offs across your bespoke product business.
FAQ’s
Dynamics 365 can support the wider opportunity and approval process. If deep product configuration or pricing is required, QGate will help assess whether integration with a specialist CPQ capability is the better approach.
Yes. The solution can create common stages and controls while allowing the data and activities needed for different opportunity types.
Often, yes. Power Apps and Power Automate can extend the platform with tailored applications and workflows, subject to discovery, governance and technical fit.
Yes. Requirements, decisions, revisions, risks and actions can be held against the opportunity, with the detailed approach shaped around how your teams control scope and documentation.
Yes. Opportunity processes and Power Automate can coordinate reviews, approvals and notifications, with clear ownership and an auditable record of progress.
Yes. QGate can define an appropriate integration so relevant customer, opportunity, quotation and status information moves between systems without duplicating specialist capability.
Yes. Different opportunity types can follow suitable stages, forms and controls while retaining a consistent account view and shared reporting.
Yes. A structured hand-off can make agreed scope, stakeholders, commitments, risks and supporting information available to delivery teams at the right point.