B2B companies lose up to 31.8% of their annual revenue to slow quotes and pricing delays. In manufacturing, one quote can pass through several approvals before it reaches production, and every extra day pushes the order back.
The people aren't the problem. Quotes, approvals and orders live in separate emails and spreadsheets, so nobody has one clear view of where things stand.
CRMJetty's Dynamics 365 Customer Portal puts the entire sales cycle on one no-code platform, with low-code flexibility built in:
✅ Role-based views: distributors see pricing, technicians get manuals and warranty tools, procurement tracks invoices
✅ Quote-to-approval routing: quotes submitted in the portal flow into Dynamics 365 and route by deal size or region
✅ Self-service order tracking: customers follow production and shipping and download their own invoices
✅ AI-powered support widget: suggests help articles and canned responses, drafts case notes and routes tickets to the right team
📈 The result for one mid-sized manufacturer:
• Quote turnaround cut from 2–3 days to under 12 hours
• Support tickets down 60%
• 80%+ of customers self-serving their updates
👉 Request a demo: https://www.crmjetty.com/book-a-demo/
🔗 Dynamics 365 Customer Portal: https://www.crmjetty.com/dynamics365-customer-portal/
🔗 Microsoft AppSource listing: https://appsource.microsoft.com/en-us/product/dynamics-365/biztechcs.fc4f9178-20a1-41cf-b408-b617ec828e8f?tab=Overview
📩 Contact us: https://www.crmjetty.com/contacts/
⏱️ CHAPTERS
0:00 Slow Quotes Cost B2B Revenue
0:20 The Real Bottleneck: Scattered Data
0:31 Meet CRMJetty's Dynamics 365 Customer Portal
0:43 Role-Based Views for Every Team
0:51 Quotes That Route Themselves
1:02 Self-Service Order Tracking
1:08 AI-Powered Customer Support
1:18 Results from a Mid-Sized Manufacturer
1:31 Built for How Manufacturing Sells
#CRMJetty #Dynamics365 #CustomerPortal #Manufacturing #B2BSales #Dynamics365Portal #MicrosoftDynamics365 #QuoteToCash #ManufacturingSoftware #SelfServicePortal #CRMPortal #B2BPortal #SalesAutomation #DigitalTransformation #NoCode