What CRM Dynamics does

CRM Dynamics Ltd is a privately held UK-based Microsoft Dynamics 365 partner, founded in 2013 by CEO Tony Bridgeman and headquartered in Milton Keynes/Buckinghamshire with a sales office in Bath. The company sells a modular Quote-to-Cash product portfolio built natively on Microsoft Dynamics 365 Customer Engagement, anchored by Quote Manager CPQ — a configure-price-quote solution in which all configuration, data and reporting reside within Dynamics CE rather than external databases. Surrounding modules extend the suite into adjacent workflows: Order Manager (sales order processing), Stock & Purchasing Manager (BOMs, inventory, purchase orders), CRM Docs 365 (document generation with DocuSign/Adobe Sign e-signature), Recurring Revenue (subscription billing), Project Billing (timesheets/expenses), Scheduling Tool, Import Manager and Sales Coach, plus a XERO accounting connector. The platform is built exclusively on standard Microsoft features (Power Apps, Power Automate, workflows, business rules, business processes), allowing it to leverage existing Dynamics licences and Power App per App plans starting at £7.50/user, with Quote Manager CPQ priced at £18/month or £195/year per user and a bundled solution from £23.75/user.

The company serves manufacturers, distributors and services organisations with complex catalogues and quote-to-order processes — documented enterprise customers include Brook Crompton, GLLS, Element Materials Technology, North American Steel, Intercomp, Ensol 360, Evolving Solutions, SolaaS and Fitflow. CRM Dynamics monetises through per-user subscriptions, professional services (implementation, training, support blocks), and three-tier managed services for ClickDimensions marketing automation (Bronze ad-hoc, Silver at £1,200/month, Gold on application). Distribution combines direct enterprise field sales, Microsoft AppSource marketplace listing, and a global partner network spanning Germany (q.beyond), France (Technomade), Spain (ITcon), UAE (Truly Secure), North America (Encore, Evolving Solutions), Canada (Clickharder, North American Steel) and the USA (Intercomp, Ensol 360). Marketing reach is built on a blog, white papers, video gallery, webinars and social channels. The company has served 100+ customers since 2013, holds Microsoft Preferred Solution status for Quote Manager CPQ and is a ClickDimensions Silver Partner.

Name

CRM Dynamics

Legal name

CRM Dynamics Ltd

Website

https://crm-dynamics.co.uk

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Configure-Price-Quote (CPQ) Software

NAICS

Software Publishers (5132), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)

akta.pro primary industry

CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions (HDAEAFAK)

akta.pro secondary industries

CRM Implementation & Customization Services (BPAEAGAC), CRM Managed Services & Support (BPAEAGAD), Marketing Automation & Campaign Management CRM (HDAEAFAB), CRM Strategy, Implementation & Managed Services (MPAAAIAD)

Keywords

• Configure price quote software
• Quote to cash solutions
• Sales order management
• Document generation software
• Microsoft dynamics partner

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Quote Manager CPQ Subscription: Monthly or annual subscription pricing for Quote Manager CPQ solution. Can work with existing Dynamics Sales licences or Power App licences making it cost-effective.
2. Order Manager: Order management solution subscription, works with Quote Manager CPQ for sales order processing.
3. Stock & Purchasing Module: Stock and purchasing management subscription for manufacturing and inventory control.
4. Implementation & Consulting Services: Professional services for implementation, integration, training, and support for Dynamics 365 solutions.
5. Support Services: Flexible support contracts with ad-hoc or ongoing support including 1/2 day (4 hrs) and 1 day (7.5 hrs) blocks of time.
6. ClickDimensions Managed Services: Three-tier managed service for ClickDimensions (Bronze: ad-hoc £120/hr, Silver: £1,200/month, Gold: SLA-based POA) covering email marketing, automations, and campaign support.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

CRM Dynamics develops and sells a modular suite of native Microsoft Dynamics 365 add-on applications built around Quote Manager CPQ (its flagship Configure-Price-Quote product) and the broader quote-to-cash process, including Order Manager, Stock & Purchasing Manager, CRM Docs 365 (document generation/e-signature), Recurring Revenue, Project Billing Tool, Scheduling Tool, Import Manager, Sales Coach, XERO Connector and Workflow Utility. All configuration, data and workflows reside inside Dynamics 365 CE, and the company additionally delivers implementation, training, support and ClickDimensions marketing-automation services for Dynamics 365 customers.

Product overview

CRM Dynamics offers a modular Quote-to-Cash solution portfolio built natively on Microsoft Dynamics 365. The core product is Quote Manager CPQ for configure-price-quote functionality, which integrates with Order Manager for sales order processing, Stock & Purchasing Manager for inventory and procurement, and CRM Docs 365 for document generation and e-signatures. Additional modules include Recurring Revenue for subscription billing, Project Billing Tool for time and expense tracking, Scheduling Tool for resource management, Import Manager for data import, Sales Coach for sales methodology, and XERO Connector for accounting integration. The company also provides implementation, training, and managed services for the full Microsoft Dynamics 365 ecosystem including ClickDimensions marketing automation.

Differentiator

Problem solved

Functional benefit

Brands

• Quote Manager CPQ: Configure Price Quote solution native to Microsoft Dynamics 365 for generating professional quotes quickly
• CRM Docs 365
• XERO Connector
• Project Billing Tool
• Scheduling Tool
• Import Manager
• Sales Coach
• Order Manager
• Stock and Purchasing Manager
• Recurring Revenue

Products and services

• Quote Manager CPQ Flagship Configure-Price-Quote (CPQ) solution 100% native to Microsoft Dynamics 365 Customer Engagement. Enables sales teams to search, add and configure products, apply complex pricing/discount rules, and produce professional branded quotes with real-time dashboards and pipeline visibility. All data resides in Dynamics 365, eliminating external databases and enabling native Power BI reporting.
• Order Manager Sales order processing solution that works alongside Quote Manager CPQ to manage customer orders, split orders, raise purchase orders, handle recurring revenue billing, invoicing and tax.
• Stock & Purchasing Manager Stock and purchasing management solution that integrates with Order Manager to control manufacturing build processes, manage Bills of Materials, stock levels, purchase orders, deliveries and supplier management.
• CRM Docs 365 Native document generation and e-signature solution for Microsoft Dynamics 365 that creates professional branded documents from templates, generates PDFs, and integrates with DocuSign and Adobe Sign for electronic signatures.
• Recurring Revenue Recurring billing and revenue management module within Dynamics CE that auto-generates recurring billing items, supports billing frequency classification, consolidated bills and pro-rata calculations, and synchronises invoices with XERO.
• Project Billing Tool Project-based time and expense tracking solution allowing resources to book time on timesheets, manage expense claims and generate time-and-materials invoices linked to Order Manager and Purchasing modules.
• Scheduling Tool Resource scheduling solution for Dynamics 365 that displays scheduled items on a timeline with drag-and-drop functionality, an unscheduled tray for pending events, and filtering for any Dynamics entity.
• Import Manager Data import tool that allows end users to import records into Dynamics 365 sub-grids from CSV, Excel or copy-paste, identifying errors and using standard Dynamics Actions — without requiring system admin knowledge.
• Sales Coach Sales methodology and coaching tool for Dynamics 365 that provides a framework for stakeholder analysis, competitor analysis, qualification scoring (with traffic lights) and action planning for complex B2B sales.
• XERO Connector Integration connector that synchronises sales and purchasing transactions between Microsoft Dynamics 365 and XERO accounting software, including payment statuses, amounts credited and PayNow links.
• AI-Powered Quote Creation (Copilot) AI-powered capability inside Quote Manager CPQ that uses Microsoft Copilot and Azure AI Document Intelligence to extract structured data from customer RFQs (emails, PDFs, CSVs, forms) and automatically create quotes and line items inside Dynamics 365.
• ClickDimensions Services Certified ClickDimensions consulting services including Fast Start Service (installation and setup), training courses, project delivery for complex campaigns, and three-tier managed services (Bronze, Silver, Gold) covering email marketing, automations and GDPR solutions.
• Microsoft Dynamics 365 Implementation Services Full consulting services for Microsoft Dynamics 365 covering implementation, training, support, migration and add-ons across Sales, Marketing, Customer Service, Project Service Automation, Power Apps, Power BI and ClickDimensions.

Quantifiable outcome

• 300% increase in monthly quote volume (from ~90 to 277 quotes)
• +3 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability5 records

Feature10 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Encore Business Solutions InccoreChannel Partner/ Reseller/ Distributor · 29 October 2025North America based partner. Jointly leveraging Quote Manager CPQ to help Encore's clients accelerate quote-to-cash processes, improve quoting accuracy, and reduce complexity on Dynamics 365 platform.
• Clickharder Consulting InccoreChannel Partner/ Reseller/ Distributor · 15 October 2025Calgary headquartered Microsoft Solution Partner delivering technology reseller and consulting services in Canada.
• q.beyondcoreChannel Partner/ Reseller/ DistributorGermany's leading IT service provider with 1,100 professionals across 13 locations in Germany, Latvia, Spain, and India. Preferred partner for Quote Manager CPQ delivering innovative solutions on Microsoft Dynamics platform.
• TechnomadecoreImplementation/ SI/ Consulting PartnerLeading Microsoft Gold Partner for Dynamics 365 CE based in Bordeaux, France. Delivered over 300 projects over 20 years supporting clients across Europe with Quote to Cash solutions. Strategic partnership announced for CPQ solution in France.
• ITconcoreImplementation/ SI/ Consulting PartnerMicrosoft implementation partner for Business Central and CRM based in Seville, Spain. Committed to delivering effective and efficient solutions helping clients achieve business success.
• Truly Secure (Trulysec)minorImplementation/ SI/ Consulting PartnerMicrosoft Gold Partner founded in 2010 in London, Dubai Office opened 2015. 50+ years combined Enterprise IT experience with global Blue Chip Companies providing IT services for digital transformation catering for any size business.
• ClickDimensionscoreTechnology or IntegrationCRM Dynamics is ClickDimensions Silver Partner providing certified consulting services for ClickDimensions marketing automation within Microsoft Dynamics 365. Services include Fast Start, Training, Project Delivery, and Managed Services.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Sikich: US-based professional services firm with a Microsoft Dynamics 365 practice including CPQ implementations. Comparable as a similarly-sized Dynamics 365 advisory partner serving mid-market.
• mscrm-addons.com: Independent ISV building Dynamics 365 add-ons including quote-building and CPQ functionality. Most direct competitor to Quote Manager CPQ given shared niche of native Dynamics 365 extensions and overlapping ISV buyer profile.
• Velosio: Microsoft Dynamics 365 Gold Partner offering implementation, CPQ, and managed services to mid-market customers. Closely comparable on product-services mix and target segment.

Others

• ClickDimensions: Marketing automation platform natively built on Microsoft Dynamics 365. CRM Dynamics is a ClickDimensions Silver Partner offering implementation and managed services; the technology partnership and ecosystem overlap makes it an adjacent comparable.

Broad incumbents

• HCLTech: Global IT services major with a Microsoft Dynamics 365 practice delivering enterprise-scale implementations and managed services across multiple regions.
• Sonata Software: Microsoft Dynamics Gold Partner with global delivery centers providing large-scale Dynamics 365 implementation and managed services to enterprise clients.
• Avanade: Joint Accenture-Microsoft venture and largest global Microsoft Dynamics 365 implementation partner. Overlaps in Dynamics 365 advisory and CPQ but operates across a far wider portfolio at massive scale.

Regional players

• q.beyond: Germany's leading mid-market IT service provider with 1,100 professionals across Germany, Latvia, Spain, and India. Both a channel partner and adjacent Dynamics 365 competitor focused on the German-speaking market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/CRMDynamicsLtd
• YouTubeyoutube.com/channel/UCCaPIz1iYrr8Z65hQyu9cFQ
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/crm-dynamics-limited

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CRM Dynamics