Blanket & Call-Off Order Management Automation | Microsoft Dynamics CRM | Iqra Technology
Microsoft Dynamics CRM · Oil & Gas · Order Automation · Case Study
Blanket & Call-Off Order Management Automation
How Iqra Technology designed and implemented a CRM-based blanket order management module for a UAE-based Oil & Gas manufacturer — automating call-off order identification, structuring parent-child order relationships, and delivering SSRS reports for real-time management visibility.
Microsoft Dynamics CRMBlanket Order ManagementCall-Off Order AutomationCustom CRM PluginSSRS ReportingOil & Gas CRM
Client Overview
An Electrical and Electronic Manufacturing company headquartered in the UAE with 35 years of expertise in advanced automation and digitalisation for the Oil & Gas, Chemical & Petrochemical, Water, and Energy sectors — including multiphase metering, calibration, and telecommunications solutions.
The company manages complex sales order structures involving long-term blanket agreements with multiple call-off orders released against them over time. Without a structured system to track these relationships, sales, operations, and billing teams were operating with fragmented visibility — leading to order confusion, billing discrepancies, and poor management reporting.
Iqra Technology was engaged to design and implement a Microsoft Dynamics CRM blanket order management module that would bring structure, traceability, and automated reporting to the full order lifecycle.
Industry Details
IndustryOil & Gas, Energy & Industrial Automation
LocationUnited Arab Emirates (UAE)
Timeline5 Months
TechnologyMicrosoft Dynamics CRM
Company Size201–500 Employees
Organisational ScaleEnterprise
Project Overview
A UAE-based Oil & Gas enterprise sought to replace its manual, error-prone order tracking process with a structured Microsoft Dynamics CRM solution. The project focused on designing and implementing a CRM-based blanket order management module that clearly links call-off orders and sub-orders to their respective blanket orders through parent-child relationships — supported by a custom CRM plugin for automated identification and SSRS and CRM reports for real-time management visibility. The implementation gave sales, operations, and billing teams full traceability across the order lifecycle.
Client Requirements
Implement a CRM-based blanket order management module with clear parent-child order structures.
Enable tracking of call-off orders against each blanket order with full traceability.
Develop a custom CRM plugin to automatically identify call-off orders and their sub-orders.
Build SSRS and CRM reports for real-time visibility into order volumes, trends, and quality metrics.
Track number of call-off orders processed, yearly trends, and delivery performance.
Improve billing accuracy and eliminate discrepancies caused by unclear order hierarchy.
Provide management with accurate, reliable reporting to support decision-making.
Ensure a user-friendly process for sales and operations teams using existing CRM workflows.
Technologies Used
Microsoft Dynamics CRMCustom CRM PluginSSRS (SQL Server Reporting Services)CRM Reporting ModuleCRM Workflow Automation
Challenges & Solutions
Problem 1There was no structured tracking of call-off orders — manual tracking made it extremely difficult to identify which call-offs belonged to which blanket orders, creating confusion across sales, operations, and billing teams.
SolutionImplemented a CRM-based structure that clearly links call-off orders and sub-orders to their respective blanket orders using parent-child relationships — giving every team instant, accurate visibility of the full order hierarchy at all times.
Problem 2Management had limited visibility into order volumes and quality — they could not easily track how many call-off orders were processed, identify trends, or access delivery performance data without significant manual effort.
SolutionDeveloped structured SSRS and CRM reports covering number of call-off orders processed, yearly trends, quality and delivery performance, and billing accuracy — giving management real-time data for faster, more confident decisions without manual compilation.
Problem 3Billing discrepancies were caused by unclear order hierarchy — without a clear link between blanket and call-off orders, billing teams frequently raised invoices against incorrect orders, creating financial errors and reconciliation overhead.
SolutionBuilt a custom CRM plugin to automatically identify call-off orders and their sub-orders — enforcing accurate order classification from the point of entry and significantly reducing billing errors across the sales lifecycle.
Measurable Results
↑
Improved Order Visibility
Full visibility of blanket orders and all associated call-off orders across the entire sales lifecycle.
↓
Reduced Billing Errors
Clear order hierarchy and accurate CRM reporting significantly reduced billing discrepancies across teams.
↑
Better Management Decisions
Accurate SSRS and CRM reports gave management real-time data for faster, more confident decision-making.
100%
Order Traceability Achieved
Every call-off and sub-order now linked to its parent blanket order — complete traceability across all teams.
Implementation Highlights
Designed and implemented a CRM-based blanket order management module.
Enabled tracking of call-off orders against each blanket order with clear parent-child relationships.
Developed a custom CRM plugin to automatically identify call-off orders and their sub-orders.
Built SSRS reports covering call-off order volumes, yearly trends, and delivery performance.
Implemented billing accuracy and order traceability reporting within the CRM module.
Ensured a user-friendly process for sales and operations teams using existing CRM workflows.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
★★★★★
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."
MJ
Mohd Jaukh
HR Leader, ThinkBiz Technology Pvt Ltd
5.0
Clutch
★★★★★
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly and completed the integration smoothly. The end result has streamlined our operations."
AD
Anonymous Director
Financial Services Company, Australia
5.0
Clutch
★★★★★
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
AE
Anonymous Executive
DataHeights, Canada
5.0
Clutch
★★★★½
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
TE
Todd
Managing Partner, Emanuel Law Group
4.5
Clutch
★★★★½
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
GI
Anonymous
Group IT Director, Investment Management, Dubai
4.5
Clutch
★★★★★
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
A blanket order is a master purchase agreement defining overall quantity, pricing, and terms for a set period. A call-off order is an individual release against that blanket — specifying the exact quantity and delivery date required at a given time. Structuring this relationship clearly in CRM prevents billing errors and gives every team accurate order visibility.
SSRS (SQL Server Reporting Services) is Microsoft's enterprise reporting platform. In Microsoft Dynamics CRM, SSRS builds structured management reports pulling live CRM data — such as order volumes, delivery trends, and billing accuracy — into scheduled or on-demand reports that go beyond what native CRM dashboards can provide.
Yes. Microsoft Dynamics CRM can be customised to manage the full blanket and call-off order lifecycle for Oil and Gas companies — including parent-child order structures, automated order classification via custom plugins, and SSRS reports for management visibility. Iqra Technology has implemented this exact solution for a UAE-based Oil & Gas manufacturer with 35 years of industry experience. Contact us to discuss a similar solution for your business.
Microsoft Dynamics CRM improves order traceability by structuring orders in a clear parent-child hierarchy — linking blanket orders, call-off orders, and sub-orders so every team has an accurate, real-time view of the full order chain. Combined with custom CRM plugins and SSRS reporting, this eliminates manual tracking and provides management with reliable data for billing, delivery, and performance decisions. Iqra Technology delivers this type of CRM customisation for industrial companies across the UAE and Middle East. Contact us to get started.
Yes. Microsoft Dynamics CRM combined with SSRS can generate structured management reports covering call-off order volumes, yearly trends, delivery performance, quality metrics, and billing accuracy — giving operations and management teams real-time visibility without manual data compilation. Iqra Technology builds custom SSRS and CRM reports for manufacturing and industrial companies. Contact us to discuss your reporting requirements.
Automating call-off order tracking in Microsoft Dynamics CRM requires building a parent-child entity structure that links each call-off to its blanket order, combined with a custom plugin that classifies orders automatically at the point of entry. Workflow automation then triggers status updates and notifications across teams — eliminating manual tracking entirely. Iqra Technology can design and build this automation for your business. Contact us to get started.
Billing errors from incorrect order matching are resolved by enforcing a structured order hierarchy in CRM — where every call-off and sub-order is automatically linked to its parent blanket order via a custom plugin. This eliminates manual matching, ensures billing teams always invoice against the correct order, and provides an auditable trail for every transaction. Iqra Technology specialises in CRM order management customisation for manufacturing and industrial companies. Contact us.
Hiring a Microsoft Dynamics CRM developer can be expensive — most companies charge upwards of $80–$150/hour or $5,000–$8,000/month for dedicated resources. Iqra Technology offers the same quality of expertise at significantly more competitive rates, starting from just $21/hour, with monthly options from $1,500/month for part-time and $2,500/month for a full-time dedicated developer. Contact us to get a customised quote and see how much you can save.
Management visibility into order volumes and trends without manual reporting is achieved by connecting Microsoft Dynamics CRM with SSRS — building automated, scheduled reports that pull live order data and surface key metrics such as call-off volumes, yearly trends, delivery performance, and billing accuracy in real time. Iqra Technology builds custom SSRS and CRM reporting solutions for operations and management teams. Contact us to discuss your reporting needs.
Look for a partner with proven CRM implementations in your sector, experience with custom plugin development and SSRS reporting, an agile delivery methodology, and strong post-go-live support. Iqra Technology has delivered Microsoft Dynamics CRM customisation projects for Oil & Gas, energy, and industrial automation companies across the UAE and GCC. Contact us to discuss your project and receive a tailored proposal.
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