Dynamics CRM for Manufacturing

Your shop floor operations might be optimized, but are your sales, marketing, and service teams able to manage complex buying cycles, track key accounts, and contribute to your growth as a manufacturing business? Learn what makes Dynamics 365 CRM a popular customer relationship management (CRM) solution for manufacturers.

VIEW DEMO

FEATURES

PRICING

Dynamics 365 CRM Review

Dynamics 365 CRM is Microsoft’s collection of applications for Sales, Customer Insights, and Customer Service. These systems can work independently or together to help your team make the most of every prospect and customer interaction. Plus, they integrate with other popular Microsoft solutions, like Outlook, Power BI, and more.

How Microsoft Dynamics 365 CRM Solves Manufacturing Challenges

As part of the Microsoft platform, Dynamics 365 CRM is a suite of cloud-based software that delivers deep data insights and powerful automation to manufacturing sales, marketing, and customer service teams.

SALES MANAGEMENT

Unified Sales and Territory Management

Keep your sales process organized and consistent by centralizing key data and making it easy to act on in real time. With unified visibility into opportunities, accounts, quotes, and territories, teams can prioritize the right deals and route leads to the right reps faster.

Unified Sales Management: Houses and manages key data such as opportunities, orders, quotes, accounts, and territories, then displays data in real-time dashboards.
Sales Territory Management: Segments sales territories into several customizable hierarchies (such as regions and districts) to efficiently pair leads with salespeople.
Real-Time Dashboards: Tracks pipeline health, performance, and activity with dashboards that keep leadership and reps aligned on what matters most.

MARKETING ACCELERATION

AI-Powered Segmentation and Content

Reach the right buyers with the right message at the right time. With AI-powered insights and scalable content generation, marketing teams can uncover new target markets, build stronger segments, and deliver personalized campaigns across every channel.

Marketing Segmentation: Builds new audience segments based on AI-powered insights to uncover new target markets for every product.
Scalable Content Generation: Generates personalized content for multiple channels, including websites, social media, email, and more, to target prospects throughout the customer journey.
Campaign Consistency: Keeps messaging aligned across channels while improving engagement by tailoring content to each segment and lifecycle stage.

PREDICT & SUPPORT

Forecasting and Support Automation

Make smarter decisions and deliver faster customer experiences with data-driven forecasting and always-on support. By analyzing trends across sales, marketing, and service, teams can anticipate what’s coming next—and respond to customers quickly with automation.

Improved Forecasting: Analyzes historical sales, marketing, and service data to quickly predict future trends in areas like demand and sentiment.
Support Automation: Ensures every customer query is addressed quickly and accurately with 24/7 chatbots, automated ticket routing, and self-service tools.
Faster Resolutions: Reduces wait times and keeps teams focused by routing issues to the right resources while capturing consistent customer history.

Who Is Dynamics 365 CRM Best For in Manufacturing?

Dynamics CRM is designed for sales, marketing, and service teams that need better data visibility, more workflow automations, and exciting new tools to engage with customers and prospects.

Sales Teams

Dynamics CRM takes the stress out of managing long, complex sales cycles by ensuring timely follow-up and incorporating territory management capabilities.

Marketing Departments

Dynamics CRM gives marketing departments the power to segment customers based on location, product interest, and other key factors, personalizing messaging to win more deals.

Customer Service Agents

Dynamics CRM helps CSRs take control of post-sale customer interactions by routing queries to product experts and deploying self-service tools.

Production Planners

CRM data from Dynamics CRM can be used in forecasting models to more accurately predict demand and replenish inventory accordingly.

Business Leaders

Dynamics CRM integrative capabilities sync sales, marketing, and service data with other core business information for more comprehensive reporting.

Account Managers

Dynamics CRM handles the specifics of managing distributor, dealer, and customer relationships all from one platform.

How Lydall’s Sales Team Boosts Efficiency World-Wide with Microsoft Dynamics 365 CRM for Manufacturing

As a global manufacturer of thermal/acoustical and filtration/separation products, Lydall, Inc. needed a way to more effectively coordinate the efforts of its worldwide sales and engineering teams. After investing in Dynamics 365 CRM, Lydall overcame language barriers and multi-location disparities to improve customer service and maximize sales.

“With Dynamics 365 CRM, we have a complete customer picture that helps us to provide better service.”— Mario Mugrace, Senior Network Engineer, Lydall, Inc.

VIEW CASE STUDY

Backed by a Team of Dynamics CRM Experts

As a Dynamics CRM partner, Cargas helps manufacturers implement and scale Dynamics CRM. We work closely with sales, marketing, and service teams to ensure the platform supports better visibility, cleaner data, and long-term growth across the business.