Dynamics 365 CRM Consulting

Discover How Powell Embraced Dynamics 365 As A Customizable CRM

July 26, 2022

Introduction to Powell

Founded in 1964 and based in Saint Louis, Powell Solutions provides custom chemical manufacturing equipment to users across the entire globe. Specializing in Sodium Hypochlorite (NAOCI) production and Chlorine (CI2) processing equipment, Powell also offers services to chemical processors, toll blenders, distributors, contract packages, and end-users. Powell is able to offer customers custom production equipment for chemicals covering a wide range of industrial, municipal, and consumer uses. There are a large variety of chemical systems offered to customers, as well as custom process designs to meet specific consumer system needs such as air treatment systems, filter systems, scrubbing systems, and more.


Powell was in need of a Customer Relationship Management (CRM) system to manage its customer interactions, as their clients are offered a wide variety of customizable chemical products, equipment, and services. Their products are custom-engineered solutions that involve complex installation and commissioning, as well as long-term support and maintenance. Dynamics 365 is designed to manage all the communications around installation and support issues. Powell needed a CRM solution that could manage all communications around installation and support issues.

CRM Integrations

When first introduced to Dominic Systems, Powell had purchased and implemented Microsoft Dynamics CRM (On-Premises). To begin the collaboration, Dominic Systems first implemented an early version of the Dynamics 365 Connector for SYSPRO. For an example of the new integration, Powell was finally able to pass data from ERP to CRM, like creating RMA’s in SYSPRO from cases in CRM.

CRM User Coaching

Dominic Systems worked with Powell employees to ensure they were fully educated and engaged with the new system of Dynamics 365. Dominic placed and continues to place heavy emphasis on this step of CRM implementation, as sufficient user coaching makes certain that Powell gets the most success and use of Dynamics 365.

More recently, as Powell’s business began to evolve, their CRM system developed to Dynamics 365 (Online) and Dominic Systems fully supported the migration and applied all necessary changes required to the integration setup for a successful transition.

The Outcome of CRM Design, Integration, and User Coaching

Powell is now fully equipped and trained to use Dynamics 365 as their CRM. By embracing Dynamics 365, Powell has successfully been able to manage all customer interactions and custom orders in a CRM that provides all their customer information and orders. Dominic Systems is Powell’s primary Dynamics 365 partner and provides continuous support for the entire system. Dominic also provides additional support for any enhancements and upgraded features for their CRM system.

Powell is extremely satisfied and pleased with their CRM implementation and continuous support, sharing that “Dominic Systems met our deadlines. Their ERP/CRM integration package is thorough. Their people are personable and professional.”

Learn more about how we can expertly tailor a CRM to your custom products!

Schedule Consultation

Share Article

Related Blogposts

Dynamics 365 CRM Consulting
Continuous Improvement Ideas for Manufacturing Using Dynamics 365 CRM

The world of Dynamics 365 CRM continues to evolve, and with it comes the imperative need for manufacturers to stay ahead through continuous improvement. This blog explores the cutting-edge strategies and considerations that manufacturers can take using Dynamics 365 CRM for continuous improvement.   Five Ways to Use Dynamics 365 for Continuous Improvement   Get Deeper Process Improvement Insights With AI-Powered Data Analysis Explore how artificial intelligence is revolutionizing the data analysis process, automating everything from Lead Scoring to Prospecting, leading to more efficient use of Dynamics 365 and increased accuracy in customer interactions. Increase Productivity With the Dynamics 365 2024 Release Wave 1 Updates Let Microsoft do some of the work for you! Leverage the newest features being introduced in the Dynamics 365 2024 Wave 1 updates, such as AI functionality like Microsoft Copilot for Sales and enhanced Customer Insights (Marketing) Journeys. These new capabilities can significantly increase productivity with minimal effort on your part.   Customize Your CRM With Low-Code/No-Code Solutions Explore the growing popularity of low-code/no-code platforms for customizing CRM entities, fields, workflows, and approvals enabling organizations to tailor their CRM systems without the need for extensive coding.  These tools for Dynamics 365 are all available under the Power Platform and a lot of their capabilities are available to you at no extra charge. Enhance the User Experience With User-Centric Design and Training Focus on the importance of the CRM user experience. User-centric design principles and targeted training programs contribute to successful CRM adoption. “Engaging End Users Early and Often” is one of the core tenets of our CRM Success Methodology. Reviewing how end users are engaging with your CRM can often reveal simple changes that will improve their experience and increase productivity. Learn From Dynamics 365 Community Insights Take advantage of the real-world case studies and insights from the Dynamics 365 CRM community, highlighting best practices and lessons learned from successful CRM implementations and projects. We encourage all our clients to join the Dynamics 365 CE / CRM group at Dynamics Communities.   Navigate the Future of Dynamics 365 CRM Successfully If you’re a manufacturer striving to harness the full potential of Dynamics 365 CRM in 2024, a forward-looking and strategic approach is essential. Contact the team at Dominic Systems to learn how we can support your journey to continuous improvement. <Schedule Free Consultation>    

Dynamics 365 CRM Consulting
Latest Microsoft Dynamics 365 CRM Features to Revolutionize Your Business in 2024

As we step into the promising realm of 2024, it’s the perfect time to reevaluate and elevate your technology stack and how Microsoft Dynamics 365 CRM fits into it. In this blog, we’ll explore how you can harness the latest features of Dynamics 365 CRM to revolutionize your operations and propel your business to new heights in the coming year.   1. Streamlined Customer Relationship Management: Manage and nurture customer relationships effectively with Dynamics 365 CRM. The latest features and updates ensure a seamless customer experience, from lead generation to after-sales support. 2.  Enhanced Automation for Increased Efficiency: Boost your team’s productivity with the latest automation within Dynamics 365 CRM. CRM automation  can help streamline repetitive tasks, allowing your workforce to focus on more strategic and value-driven activities. 3. Integration for a Unified Ecosystem: Unify business processes with the integration capabilities of Dynamics 365 CRM. When you integrate your Dynamics 365 CRM with other Microsoft applications, you can build a cohesive ecosystem, breaking down data silos and providing a holistic view of your business operations. 4. Data-Driven Decision-Making: In the age of data, make informed decisions by harnessing the analytical power of Dynamics 365 CRM. Delve into the reporting and analytics tools that offer valuable insights into customer behaviour, market trends, and overall business performance. 5. Scalability and Flexibility: Ensure your CRM evolves with your business to adapt to your growing needs. Dynamics 365 CRM brings scalability and flexibility to the table. 6. Collaboration and Communication: Enhance collaboration among your team members by leveraging the collaborative features of Dynamics 365 CRM. Uncover tips and tricks for seamless communication, document sharing, and project collaboration within the CRM environment.   Position Your Business for Success and Growth in 2024 With Dynamics 365 CRM As we embrace the opportunities that a new year brings, Microsoft Dynamics 365 CRM stands as a key player in transforming the way businesses operate. By staying updated on the latest features and functionalities, you position your business for success and growth in 2024. Revolutionize your approach to customer relationship management, automation, and data-driven decision-making with Dynamics 365 CRM, and embark on a journey toward a more productive and prosperous year. Schedule a free consultation

Dynamics 365 CRM Consulting
How to Use Microsoft Dynamics 365 for Christmas Campaigns: A Holiday Guide for Businesses

How to Use Microsoft Dynamics 365 for Christmas Campaigns: A Holiday Guide for Businesses   How can you make the most of Microsoft Dynamics 365 this holiday season? In this festive blog post, we’ll explore four ways Dynamics 365 can bring joy to your business operations during the most wonderful time of the year.   Four Ways to Use Microsoft Dynamics 365 During the Christmas Holiday Season   Automate Your Holiday Campaigns Automate holiday-themed campaigns, from personalized email greetings to targeted promotions, using Dynamics 365 Marketing to help ensure your messages reach your target audiences.   Sleigh Through Sales with Dynamics 365 Sales Optimize the sales process during the holiday rush with Dynamics 365 Sales, using lead management to close deals efficiently and real-time insights to empower your sales team to make data-driven decisions.   Spread Cheer With Customer Service Keep up with customer inquiries during the busiest season with Dynamics 365 Customer Service, using AI-driven chatbots with a knowledge base integration to address customer inquiries promptly.   Supply Chain Magic with Dynamics 365 Supply Chain Management To meet increased demand during the holiday season, use Dynamics 365 Supply Chain Management to support inventory management, order fulfillment, and logistics optimization.   Get a Holiday Helper With Dynamics 365! Dynamics 365 is not just a business solution but a holiday helper, streamlining operations, and enhancing customer satisfaction. Book a free consultation and ask us how to leverage the power of Dynamics 365 to make this holiday season the most successful yet for your business.   Schedule a free consultation