Dynamic FRM™

Eliminate spreadsheets and improve time-to-market with a Microsoft Dynamics 365 Formula and Recipe Management solution

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Would a centralized, web-based, secure, and simple solution bring heightened value and visibility to the information stored on your documents and spreadsheet forms? Could automated requests for changes with all associated documents, emails, images and specifications improve compliance and tracking requirements?

Our Dynamic FRM™ Formula and Recipe Management solution offers these valuable benefits and more! By leveraging Dynamics 365 to provide advanced product life cycle (PLM) functionalities, we help your organization to manage materials, packaging, products, and specifications in a centralized database that integrates seamlessly with your Dynamics 365 Sales, Marketing, and Service apps.

This approach eliminates the mess of spreadsheets and documents saved on a shared drive that most organizations live with, and offers a centralized “single version of the truth” available at the click of a button. The solution not only tracks raw materials and formulas, it also tracks the entire packaging hierarchy from ideation to launch.

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Dynamic FRM™

By moving important documents and product specifications from a shared drive to the Dynamics 365 platform, you can reduce errors, save users time, and streamline processes significantly. The cost savings and improved productivity we deliver through our Dynamic FRM™ solutions immediately translate to a better bottom line and higher ROI of existing D365 implementations.

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Dynamic FRM™ Capabilities

  • Manage Formula and Recipe Nutritional Values
  • Leverage integrated BOM, from packaging through ingredients
  • Capture ICI and trade name composition
  • Manage packaging – colors, images, patterns
  • Keep supplier information up to date and compliant through a supplier portal
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Built on a Proven Platform

Dynamic FRM™ is built on the Microsoft Dynamics 365 platform, a very configurable and flexible platform with a familiar, easy-to-navigate interface inspired by Microsoft Office. It integrates seamlessly with Dynamics 365 Sales, Marketing, and Service apps to allow users across your organization to take advantage of a centralized database that connects up-to-date product information with the people who need it.
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What our Clients Say

"New Dynamic brought ideas from different industries that helped us step back and ask, ‘What’s the smartest way to solve this—not just for now, but for the future?’ They’ve been true thought partners, bringing creativity, transparency, and a breadth of experience that really sets them apart from others."
Brian Hale
Brian HaleCRM Tech Lead, Sub-Zero Group
"Our biggest wins are integration and collaboration. We’ve greatly reduced manual effort, we’re all looking at the same thing, and we’re building toward a more predictive, data-driven approach to business development."
Michelle Ott
Michelle OttVice President of Marketing Operations, Je Dunn
"We knew that if we were going to scale effectively, we needed a CRM that brought sales and marketing into lockstep. The goal with Dynamics 365 wasn’t just visibility, it was alignment."
Tiffany Wirth
Tiffany WirthChief Marketing Officer, CorVent
“The New Dynamic team is fantastic! Their collaborative spirit is very evident in our interactions. Additionally, they are knowledgeable and bring expertise and experience to their solutioning. Our internal team has benefited greatly by learning from New Dynamic, allowing us to improve our operational efficiency and effectiveness.”
Scott Grosse
Scott GrosseIT Manager, Customer Engagement,
Sub-Zero​
“The pipeline management platform designed by New Dynamic has helped us streamline new business visibility for the management team and key leaders. Our internal meetings are less stressful and more productive because we can see what's coming and be more proactive when it comes to winning new business opportunities.”
Bill Burfeind
Bill BurfeindVice President,
J.C. Anderson, Inc.
“The investment we’ve made with New Dynamic has paid for itself multiple times already in terms of time savings and the significant sales increases we’ve seen across our various product lines. We understand our customers’ needs better, we’re tailoring our quotes more precisely, and we’re doing more cross-selling. We had the vision to make Dynamics 365 the hub for all our selling activity and New Dynamic made it happen.”
Matt Hanson
Matt HansonVice President of Business Development,
Maxi-Lift inc.
“New Dynamic simply presented as more knowledgeable, more responsive, and more credible than the other firms we looked at, including some of the biggest names in this space. They got done in weeks, what others estimated would take months. They had a better plan and offered better value all the way around.”
Alex Navin
Alex NavinCo-President & Managing Partner,
Cross Point Capital
“Our quotes are complicated and have always required a series of phone calls and emails in the past, for everything from pricing options to credit checks, to delivery logistics, it took too long and had too many manual requirements. New Dynamic came in with a process mapping and automation plan using Dynamics 365 Sales that matched our needs and took our average quote times from two days to two hours, and it’s been a gamechanger for us.”
Matt Kern
Matt KernVice President,
General Equipment & Supplies
“New Dynamic was the obvious choice and the experience of working with them far exceeded that of the other solution providers we looked at. New Dynamic listened and designed an application that not only exceeded our expectations but can also grow and expand with us.”
Linda Johnson
Linda JohnsonProject Manager,
Pate Rehabilitation
“The New Dynamic team was impressive from the beginning, asking methodical questions and learning our business. They made us feel confident we’d made the right choice and that they understood our goals and objectives”
Justin Schrader
Justin SchraderSenior Ballistician,
Hodgdon co.

Contact us today to transform sales productivity and customer buying experiences!

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