Resources

Empowering Your Business with Dynamics 365.

Dive into our curated resources, including customer testimonials, detailed case studies, and insightful whitepapers, designed to help you help you maximise the potential of Dynamics 365 CRM systems.

Testimonials

Hear directly from businesses like yours. Discover how our Dynamics 365 CRM solutions have enhanced customer relationships, streamlined operations, and driven growth.

Quote Marks

If an issue arises with our system, we have always been extremely happy with the speed of resolution from KMS. “Idan (KMS Support Consultant) has been amazing in providing help and support, and has always been quick to deliver”

Alessandro Sartori
Technical Manager - GEOfabrics
Quote Marks

KMS Project-CRM system has transformed the way we manage contacts, track projects and share information as a marketing team. Working remotely made it all the more apparent that we needed a CRM system to better manage our database and share knowledge.

KMS have a tried and tested system which fitted well with our specific needs as architects. We were able to tailor the systems to suit our needs, and the training provided means we have the skills to be able to refine the system further as we use it more.

The system has enabled us to be far more efficient, working smarter, and being more connected despite working remotely. This really has transformed the way we operate.

Pauline Lake
Director - Race Cottam Associates
Quote Marks

“RED were delighted with the completed project by KMS – it really ticked all our boxes in terms of how it could be adapted to suit our business needs. We really see data-driven decisions being at the heart of what do at RED in order to provide service delivery excellence.

Now we have the ability to integrate so much more information into one central point than ever before, and this can only help us to become better at what we do. In particular the Microsoft Outlook email integration within the CRM has been a real game changer – allowing all our users to see what’s happening at each stage of a project’s life means that we can have much better visibility of business-critical information.”

Jonathan Nash
Head of Sales and Estimating - RED Systems
Quote Marks

“The team at KMS and in particularly our account manager, Paul Doerr, have been highly efficient in setting up our version of the system. They have also responded quickly to any maintenance requests and for a number of changes to our existing reports. KMS is an invaluable tool and assists us in our business planning and strategy moving forward.”

Martin Brackpool
Business Developement Director - Life Build Solutions
Quote Marks

“With complex and well-established systems in place, we came to KMS for their ability to build a tailored system around our existing business processes. This included our specialised specification sales process with multiple and varied customer relationships, and a custom forecasting entity, tailored to our specific requirements. Currently (2020) in development we have a products and pricing module, with bespoke processes to handle our pricing from supplier price to sales margin and a customer system based samples process.

KMS have been able to deliver this and more, and we have taken advantage of their wide knowledge of the PowerPlatform with the development of several PowerApps and PowerAutomate processes. Their knowledge has enabled custom processes to be created and for existing functionality to be adapted to our needs. At each stage of our project they took the time to understand our business processes and offered practical solutions for us to consider, whilst keeping us focussed on overall project timing, and our budget. As development continues on the system, we’re hoping to be bringing more of our business processes into the CRM, and looking forward to working more with KMS.”

Claire Hendren
Operations Manager - Domus Group

Case Studies

Explore real-world examples of how we’ve implemented and optimised Dynamics 365 for various industries. These in-depth case studies showcase our problem-solving approach, the customisations we’ve made, and the measurable outcomes our clients have achieved.

Latest Case Studies

Apex Contractors Limited: Barbour ABI Integration with Dynamics 365

Apex Contractors Limited have been trading since 1997 delivering successful new build and refurbishment projects across all market sectors for both the public and private sector.

Dolese Bros.Co

Case Study Dolese Bros.Co A longstanding construction materials business, supplies quality foundational building products delivered with the newest and best technology and found throughout the infrastructure of great, 21st-century cities and transportation....

Geofabrics: Project-CRM for Manufacturers

Case Study GEOfabrics -High Performance Geosynthetics  Geofabrics Limited was formed in 1990, they manufacture geotextiles and geocomposites for construction and civil applications. The company ethos is to exceed the expectations of customers...

LIFE Build: KMS Project-CRM for Construction Contractors

Case Study LIFE Build Solutions  LIFE Build pride themselves in providing value, reliability and high-quality workmanship for new build, fit out and refurbishment projects. The sectors they specialize in are Education, Homes,...

RED Systems: Project-CRM for Architectural Glazing

Case Study RED Systems – Specialist Glazing RED Systems  was formed in 2005 by Michael Green (Managing Director), they are a specialist glazing firm. They focus on the creativity and quality of...

LRS: Project-CRM for Manufacturers & Distributors

Case Study Liquid Roofing Systems: Project-CRM for Manufacturers & Distributors Liquid Roofing Systems was formed in 2004, since then they have manufactured and distributed high performance waterproofing solutions for the building, roofing...

Whitepapers

Stay ahead of the curve with our expert whitepapers on Dynamics 365. Covering topics from CRM best practices to advanced features and integration strategies, these documents are designed to guide your strategic decisions and maximise your CRM investment.

Latest news

Enhancing Construction Risk Management with Project-Centric CRM

In construction, effective risk management isn’t just about preventing delays or avoiding financial losses—it’s a cornerstone of compliance, safety, and successful project delivery. With the introduction of stringent regulations like the Building...

Improve Bid Management and Win Rates with Integrated CRM 

Bid management is one of the most critical processes in the construction industry for companies to gain new contracts and projects. It is the systematic preparation, submission, and selection of proposals in...

Optimising Sales Processes for Construction Firms using CRM

In the fiercely competitive and highly evolving construction industry, robust sales and client relationship management strategies are paramount to success. Construction firms face unique challenges in managing sales processes and customer relationships....

The Future of Construction Management with Power Apps

Business development and sales teams in the construction industry often face challenges with manual and time-consuming tasks leading to delays, errors, and increased costs. To streamline Customer Relationship Management (CRM) and make...

The New Settings Area in Dynamics 365

In Dynamics 365, Microsoft has recently updated the Advanced Settings area into the ‘New Settings Experience’. The key presses to access this area are as follows:  1. Click on the ‘cog’ icon...

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