Build stronger customer relationships around specialist instruments & services
Dynamics 365 for instrument suppliers, calibration providers, monitoring technology and scientific equipment businesses.
Manage the full commercial
and service lifecycle
Customers buying test, measurement and laboratory equipment expect technical confidence before the sale and dependable support afterwards. The relationship may include demonstrations, evaluations, quotations, calibration, certification, maintenance, repairs, consumables, training and replacement cycles. When these activities sit in separate systems, valuable context is lost. Dynamics 365 can provide a connected customer record across sales, marketing and service, helping teams manage both the initial opportunity and the long-term value of the installed base.
Where customer-facing operations become difficult
- Technical enquiries and opportunities requiring input from several specialists.
- Demonstrations, evaluations and quotations that are difficult to coordinate.
- Calibration, maintenance, warranty and repair activity separated from the customer record.
- Limited visibility of installed equipment and forthcoming service or replacement needs.
- Marketing lists that lack reliable product, interest or lifecycle information.
Dynamics 365 Sales
Manage enquiries, demonstrations, evaluations, quotations and complex opportunities through a consistent process. Improve account planning, forecasting and collaboration between commercial and technical teams.
Customer Insights Journeys
Create targeted journeys for product launches, technical seminars, calibration reminders, service plans, consumables and equipment replacement. Use engagement to help sales identify genuine interest.
Dynamics 365 Customer Service
Capture support, repair, warranty and calibration-related cases with clear ownership, service levels and customer history. Knowledge articles and guided processes help teams respond consistently.
Dynamics 365 Field Service
Plan on-site calibration, commissioning, preventative maintenance or repair visits. 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.
Dynamics 365 Contact Center
Handle customer conversations across voice and digital channels, route specialist enquiries effectively and give service teams one workspace for interaction history and resolution.
Microsoft Power Platform
Automate certificate or document workflows, create specialist apps for equipment processes and deliver dashboards for pipeline, service demand, turnaround and installed-base opportunities.
Create value beyond
the first equipment sale
By connecting the account, contact, opportunity, equipment and service history, Dynamics 365 can help identify upcoming calibration, support, replacement or cross-sell opportunities. Teams can act on customer needs at the right point rather than relying on isolated reminders or individual knowledge.
Why choose QGate?
By connecting the account, contact, opportunity, equipment and service history, Dynamics 365 can help identify upcoming calibration, support, replacement or cross-sell opportunities. Teams can act on customer needs at the right point rather than relying on isolated reminders or individual knowledge.
- 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 every customer and equipment interaction more valuable
Speak with QGate today about using Dynamics 365 to connect sales, marketing, calibration, support
and field activity across your organisation.
FAQ’s
Yes. Customer, location, asset and service information can be connected, subject to the solution design and the data available from your other systems.
Yes. Customer Insights – Journeys and Power Automate can support date- or event-led communications and internal follow-up processes.
Yes. QGate can focus Dynamics 365 on customer-facing processes and define appropriate integration with existing operational platforms.
Yes. Processes can be designed to coordinate demonstration requests, evaluation units, customer locations, responsible teams, follow-up actions and the opportunities they support.
Yes. Relevant certificates, reports and service documents can be generated, stored or linked through an agreed document process, including integration with Microsoft 365 where appropriate.
Yes. Installed equipment, age, service history and known lifecycle information can help teams identify and plan appropriate replacement, upgrade or cross-sell activity.
Yes. Where reliable product and installed-base data is available, customers can be segmented by equipment, application, location, service status or other relevant criteria.
Yes. Case and work processes can include priorities, ownership, service levels, status and timestamps, giving teams clearer visibility of demand and progress.