Dynamics CRM CPQ Integration

Configure One is a CPQ solution for Microsoft Dynamics CRM. Leverage the power of Configure One’s configurations, quotes, orders, and pricing features for Dynamics. This Dynamics CRM CPQ integration ties our quoting interface directly into Dynamics opportunities and uses customer data from Dynamics to automatically populate quote information in Configure One.
Microsoft Dynamics

Complete CPQ Solution

Configure One’s entire configure-price-quote workflow can be accessed from Dynamics CRM. Start a Configure One quote directly from an opportunity in Dynamics and create fully priced product configurations from the quoting interface.

Seamless Quoting

Create quotes using Configure One’s expansive quoting and pricing features to generate proposal documents. Any data entered for a quote in Configure One synchronizes to update the opportunity in Dynamics.

Product Configuration

Configured products are sent from Configure One to Dynamics and included on the opportunity. Any unique items created for the configuration are also sent to Dynamics for future use.

Customer Dataflows

No need for dual-entry; customer data is automatically imported to Configure One from Dynamics and used to populate quotes. Customer data is always kept in sync, so Configure One will always use the most up to date information from Dynamics.

Compatibility

Configure One’s integration to Microsoft Dynamics CRM is supported with the following versions of Dynamics:

  • Dynamics 2016 on-premise (with ADFS or Azure for authentication)
  • Dynamics 365 (with Azure for authentication)

Contact us today to learn more about our Microsoft Dynamics CPQ solution.