DynamicsCRM and 123insight

A quotations system with product configurator and live integration

Solweb were approached by a large Manufacturer to develop a web based Quote Configuration System that is directly integrated with their 123insight MRP database, as well as with their Project and Customer Management Database set up using Microsoft DynamicsCRM.

The Quotation System allows their production team to configure lighting fixtures based on a complex Bill of Materials (BOM) and Part Compatibility Rules, which is then presented to their sales team in an easy to use product configurator used to generate quotations. Configured part prices are calculated using the individual prices set up against the costs of each child part pulled directly from their manufacturing system, ensuring prices are accurate and also taking into account previous quoted prices.

The system initially pulls all customer and project information directly from DynamicsCRM using the Microsoft APIs, allowing their sales team to have direct access to all of the latest information wherever they are. Quotes can then be configured, documentation produced and emails sent, safe in the knowledge that all the information is accurate. Furthermore, this quote information is then transferred back into their CRM, giving the whole company access to customer and quotation history, which also includes links back to their quotation system for instant access to the generated quotations.

The ability to have a bespoke web based application linking directly with the main customer database has proved to be a valuable asset to the business, and ensured that quotes can be quickly put together and sent to their customers who have very specific requirements. The product configurator also ensures bespoke builds can be constructed by their quote department who may not have a complete knowledge of what parts can and can’t be built, which any potential production issues being highlighted to them, prompting them to issue and estimate rather than an official quotation.

We use cookies to help improve the quality of the services we offer and analyse how our website is used. No personal data is collected. Please read our Cookie Policy here.

Registered Address

2 Cedar Office Park
Cobham Road
Ferndown Industrial Estate
Wimborne
Dorset
BH21 7SB

Contact Details

  • Tel: +44 (0)1202 232846
  • Email:info@solweb.co.uk
  •  
  • VAT No: GB 737235430
  • Registered in England
  • Company No. 03913463