Seamless configure-price-quote integrated experience

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What’s new and planned for Dynamics 365 for Sales. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

Delight your customers with fast turnaround times to consistently and accurately configure price and quote by leveraging Dynamics 365 for Sales integration with partner configure-price-quote (CPQ) solutions.

Business value

Dynamics 365 for Sales partners with the best CPQ solution providers to deliver deep product integration with Dynamics 365 for Sales. Customers can easily discover and install partner solutions to enable salespersons to quickly identify the right configuration of products that fit their customers’ needs and rapidly create accurate quotes and contracts with the right pricing, considering all the variable factors including discounts.

Personas

  • Administrators will be able to discover and choose the right CPQ partner solution that fits their needs.

  • Sales representatives can quickly generate accurate quotes and win more deals.

Features

  • Discover the best of third-party CPQ solution providers from within the Sales applications.

  • Enable salespersons to get an immersive and intuitive product configuration experience by bringing together services of the CPQ solution providers and multiple Microsoft services.

  • Seamless integrated experience between the selected CPQ solution provider and Dynamics 365 for Sales using Common Data Service as the data glue to both read product catalog data generated by Dynamics 365 Backoffice apps (Dynamics 365 for Finance and Operations and Dynamics 365 Business Central) and write back quotes, discounts, and product configuration data, thereby empowering organizations to build analytical and intelligent applications on top of the data coming from the different sources.

  • Enable salespersons to generate, save, and email quote PDF documents (in May-June).

Note

Partner CPQ solutions are available for both Sales Hub and Sales Professional applications.

This feature is available in Unified Interface only.