Connect equipment sales, installed assets & field service
Dynamics 365 for manufacturers and suppliers of serviceable machinery, handling systems, workshop equipment and specialist capital products.
One customer view from first enquiry to long-term service
Industrial machinery and specialist equipment businesses often create value over many years. The initial sale may involve configuration, site requirements and a lengthy buying process, followed by installation, commissioning, planned maintenance, breakdown support, parts, upgrades and eventual replacement. Dynamics 365 can connect these customer-facing stages so sales, service and engineering teams work from the same commercial and operational context.
Where customer-facing
operations become difficult
- Complex opportunities with specifications, sites, stakeholders and long decision cycles.
- Poor visibility of installed assets, warranties, contracts and service history.
- Reactive scheduling and inconsistent hand-offs between help-desk and field teams.
- Engineers lacking complete information before arriving on site.
- Missed opportunities for maintenance, upgrades, parts and replacement equipment.
Dynamics 365 Sales
Structure capital equipment opportunities, stakeholder activity and next actions. Improve forecasting and make account plans visible across sales, service and leadership.
Customer Insights Journeys
Run nurture for long buying cycles and targeted communications for service plans, events, product updates, upgrades and replacement campaigns based on customer and asset context.
Dynamics 365 Customer Service
Manage breakdowns, queries and service requests with clear priorities, entitlements and history. Give service teams a consistent view of the customer and previous resolutions.
Dynamics 365 Field Service
Solve complex scheduling problems, implementing work orders, customer details and asset history which can be available to mobile teams in the field. Create templates to standardise field operations to improve control. Capture work completed and keep central teams informed.
Dynamics 365 Contact Center
Unify high-volume voice and digital service interactions, intelligently route requests and provide agents with customer, case and conversation context in one workspace.
Microsoft Power Platform
Automate hand-offs and approvals, create focused operational apps and deliver actionable reporting on pipeline, service performance, utilisation, recurring revenue and asset lifecycle.
Improve service without
replacing the operational core
QGate can help Dynamics 365 exchange the right information with ERP, finance, inventory or specialist service systems. This keeps production and fulfilment where they belong while giving customer-facing teams a connected record and usable workflows.
Why choose QGate?
QGate combines long-standing CRM expertise with experience of organisations where equipment, service and field activity are central to the customer relationship. We focus on solutions that people can use in the office and on the road, with measurable improvements to visibility and coordination.
- 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.
Turn your installed base into a connected service advantage
Speak with QGate about how Dynamics 365 can improve machinery sales, service response, engineer productivity and long-term customer value.
FAQ’s
Dynamics 365 Field Service supports work orders, scheduling, dispatch and mobile execution, with solution design tailored to your service model.
Yes. A connected platform can make appropriate case, asset and service history available alongside account and opportunity information.
No. The focus can remain on customer-facing sales and service, with bounded integration to the ERP and other operational systems you retain
Yes. Equipment can be associated with the relevant customer, site, warranty, contract and service history, with the data structure tailored to your installed-base model.
Yes. Field Service can support preventative maintenance alongside reactive work, using work orders, schedules, priorities and asset context to coordinate the response.
Yes. Mobile processes can be configured for engineers to record activities, findings, outcomes and relevant parts information, with integration defined where inventory is managed elsewhere.
Yes. Service processes can reflect agreed coverage, response expectations and entitlements, helping teams apply the right level of support to each customer or asset.
Yes. Sales and service teams can use asset age, history, condition and customer activity to identify appropriate upgrade, replacement, parts or service opportunities.