Bring sales, projects, installation and service
into one customer view
Dynamics 365 for control panels, switchgear, automation products and engineered electrical solutions.
Support complex, project-led customer relationships
Electrical and engineered product businesses often sit between product manufacturing, technical design, project delivery and ongoing support. Commercial teams need to manage specifications, consultants, contractors, end customers and multiple sites. Delivery and service teams then need clear hand-offs, accurate context and access to the right history. Dynamics 365 can provide the customer-facing framework that joins those activities together.
Where customer-facing
operations become difficult
- Opportunities influenced by consultants, contractors, partners and end customers.
- Project information and customer commitments spread across email and spreadsheets.
- Weak hand-offs from sale to design, installation, commissioning or service.
- Limited visibility of equipment by customer site and service history.
- Inconsistent follow-up for maintenance, upgrades and future projects.
Dynamics 365 Sales
Manage accounts, projects, stakeholders, opportunities and commercial actions in one place. Apply consistent qualification while retaining the flexibility needed for engineered pursuits.
Customer Insights Journeys
Nurture specifiers, contractors, partners and customers with relevant technical content, events, project updates and lifecycle communications. Feed meaningful engagement back to sales.
Dynamics 365 Customer Service
Coordinate technical enquiries, warranty questions and service cases with clear ownership and history. Help teams maintain consistent communications throughout resolution.
Dynamics 365 Field Service
Plan installation, commissioning, inspection and maintenance activity. Provide mobile teams with work details, customer/site context and equipment information.
Dynamics 365 Contact Center
Route voice, email, chat and messaging interactions to the right people, with a shared workspace that helps agents understand the account, issue and previous contact.
Microsoft Power Platform
Automate approvals, project hand-offs and notifications; build focused applications for specialist workflows; and report on pipeline, service, site activity and customer performance.
Link the commercial process
to delivery and service
Dynamics 365 can provide continuity from the first lead through opportunity, project hand-off and post-sale support. Integration can bring in selected finance, order, stock or project information without turning CRM into an ERP or production platform.
Why choose QGate?
QGate has nearly 30 years of CRM experience and understands complex B2B environments where technical, commercial and service teams must work together. Our approach balances process control with user adoption, so the solution supports work rather than simply adding administration.
- 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.
Create a clearer route from opportunity to lasting customer value
Speak with QGate today to discuss how Dynamics 365 can connect your
sales, installation, support and service processes.
FAQ’s
Yes. A solution can represent relevant organisations, contacts, roles, sites and project relationships, with the precise model agreed during discovery.
Yes. Field Service can manage work orders, resource scheduling and mobile execution for appropriate installation, commissioning and maintenance processes.
Yes. QGate can define a proportionate integration approach so teams see the information needed for customer-facing work while specialist systems retain their core responsibilities.
Yes. Opportunities can include project details, stakeholders, sites, specifications, actions, risks and commercial stages, providing a shared view across the pursuit.
Yes. The data model can represent the organisations, contacts, roles and project relationships involved, with suitable ownership and visibility controls.
Yes. Agreed requirements, sites, contacts, commitments and product context can move through a structured hand-off, reducing reliance on email and individual knowledge.
Yes. Dynamics 365 and Power Apps can provide role-specific mobile processes for commissioning, inspection and site activity, subject to the agreed solution design.
Yes. Power Automate can route approvals, notifications and follow-up actions using agreed rules, helping teams maintain control without relying on manual chasing.