<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=111591952803728&amp;ev=PageView&amp;noscript=1">

Throughout the implementation Core made sure the focus was on what we needed.



  • PJ Valves is a leading manufacturer and supplier of energy products globally.
  • PJ Valves have supported the UK North Sea and onshore projects since their inception in 1976.
  • Today PJ Valves have expand ed their client base into a global list of who’s who including BP, Total, Shell, British Gas and ExxonMobil to name but a few.

PJ Valves is a leading supplier of industrial valves to the On and Offshore Oil, Gas, Petrochemical and Power industries. The company has specialised in valve supply for nearly 40 years. Working on a global scale PJ Valves needed to implement a new CRM system that would be able to manage its sales pipeline and supply chains on an international level, reducing costs and streamlining the sales process, whilst integrating with existing Excel and SharePoint systems.

In addition to the sales pipeline PJ Valves also needed to track complex customer orders across the world. From updating large amounts of documentation to orders with hundreds of separate items that took time to update and send to customers was time-consuming and open to inaccuracies.

Integration with existing tools

Core worked with PJ Valves to implement an advanced customised Microsoft Dynamics CRM that provided a high level integration with Microsoft Excel, SharePoint and Dynamics GP providing them with a fully integrated sales management system.

Following initial discussions with sales staff it was agreed that Microsoft Excel should remain the main programme for managing documentation as it provided a familiar user interface in a complex order process.

To start the implementation process Core worked with PJ Valves to modify the complex CRM sales module to focus on bespoke products and mange sales with multiple suppliers for clients, allowing staff to track historical changes and create custom quotes and order documentation with Microsoft Office. Further customisation was undertaken to allow multi-currency transactions, streamline standard tasks and the integration of a third party telephone system.

The final segment of customisation came in the form of bespoke reporting based on data from both Dynamics CRM and Dynamics GP that would improve the sales process, guarantee the accuracy of information and reduce administration time.

“Following user training from Core’s highly trained staff, the bespoke integrated solution has proved to be an instantly usable programme that has simplified the business process and one that all staff have adapted to in no time at all.”

Easy synchronisation

Dynamics GP allowed PJ Valves to synchronise supplier and customer data between two applications providing the ability to create Dynamics GP inventory items based on Dynamics CRM data most notably in the retrieval of exchange rate data and creation of orders through the now familiar Dynamics CRM interface.

The final integration happened between Excel and Dynamics CRM to manage both contacts and documents, with the ability to export items from Dynamics to Excel, with a one click update Dynamics CRM was also able to track changes and version management was managed by Microsoft SharePoint.

Working with Core PJ Valves now have a central repository of customer data that allows for tracking right through all departments, from initial order to supplier information and documentation, the process is now streamlined with more accurate information, populated with real time relevant data which is easily accessible in an easy to use familiar format, offering a rapid return on investment.

A simplified business process

Following user training from Core’s highly trained staff, the bespoke integrated solution has proved to be an instantly usable programme that has simplified the business process and one that all staff have adapted to in no time at all. Ensuring the high levels of customer service are maintained and the sales process runs even more smoothly than before.

By choosing Core as their Microsoft Dynamics CRM implementation partner PJ Valves now have a powerful customer relationship management tool that is easy to use and thanks to our customisation moulded to suit their precise business processes which is being used immediately by staff.


Talk to us about your  requirements

Fill in the form to discuss your requirements with one of our specialists and get a free assessment of your environment:

What you'll get from the assessment:

  • An understanding of how your business can develop a Modern Workplace
  • Clear advice on any challenges your business may face and how to overcome them
  • A clear pathway for your business to take, with guidance on adoption and deployment

Some more of our success stories

View our success stories

We are a Microsoft Cloud Managed Service Provider, specialising in Microsoft 365 technology.

We help businesses transform through technology, and provide value-added support for solutions built on the Microsoft Platform. We do this by listening to your needs and understanding them, so you achieve the outcomes you need. Powered by Microsoft, we provide solutions that connect, secure and transform your business, improving the way you work and enabling you for future growth.


As a Microsoft Gold Partner for three decades, we are supported by Microsoft to lead the UK programme of technology-enablement workshops, with proven technical capability demonstrated via our 14 gold and silver Microsoft competencies.

Since the foundation of our business in 1990, we have supported over 10,000 customers on their communications and collaboration projects, and with the introduction of Microsoft’s cloud technology, have grown our capabilities significantly across Microsoft 365 and Azure.

What sets us apart is our #OneCore inclusive culture of talented and passionate team members who truly love what they do, demonstrating enthusiasm and dedication to customer success in every single project.