Conga Quote-to-Cash for Dynamics 365 Spring '21 Release Notes

This Release Note contains the following information about the Conga Quote-to-Cash for Dynamics 365 Spring '21 Release:

For more information on new features, enhancements, and document improvements refer to What's New in the Conga Quote-to-Cash for Dynamics 365 User Guide.

• System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release.

• New Features: Feature Summary provides a high-level description of the new feature concerning the topic to help you set up and use the new feature.

• Enhancements: Provides high-level descriptions of enhancements to existing features.
• Known Issues: Lists known issues that are applicable in this release.

Packages

The following solutions and plugin DLLs are required to upgrade to this release to utilize this release's new features. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new in this release.

System Requirements and Supported Platforms 

System Requirements
Item	Requirement
CRM	Microsoft Dynamics 365
Browser	Conga supports the following browsers: Microsoft Edge Chromium Google Chrome Conga recommends the latest stable version of the browser for the best performance. Internet Explorer is not supported.

New Features

The following features are new to Conga Quote-to-Cash for Dynamics 365 in this release.

Introducing Conga Quote-to-Cash for Dynamics 365

Conga is introducing Conga Quote-to-Cash for Dynamics 365 in the Spring '21 release. Conga Quote-to-Cash for Dynamics 365 is designed to assist sales users with creating and managing Conga quotes on the Microsoft Dynamics 365 platform. The integration allows users on Dynamics 365 to “punch out” to Conga to perform CPQ operations like configuring products, document generation, and so on. All quote details are synced between the two applications using the Conga-Dynamics 365 Connector.

Conga Quote-to-Cash for Dynamics 365 is intended to be used by sales users, partner sales, customer service representatives, and any other customers who want to manage Conga quote functionality from their Dynamics environment.

Support for Single Sign-On (SSO)

Conga Quote-to-Cash for Dynamics 365 supports single sign-on (SSO) from Dynamics. After you log into Dynamics 365 you can create and manage quotes in Conga without having to log in again.

Conga-Dynamics 365 Connector

The Conga-Dynamics 365 connector must be installed and data must be synced between Dynamics and Conga to create and manage quotes in Conga. Use the seeded "Punch Out" sync groups to add objects and fields to be synced between Dynamics 365 and Conga. For complete information on deploying and using the data sync connector, refer to the Conga-Dynamics 365 Connector Release Notes and Administrator Guide for Spring '21 on the Conga Documentation Portal.

Enhancements

The following section describes existing features that are changed (or are no longer supported) in this release.

Performance Improvements

There are enhancements done to optimize performance along with few architectural changes as part of this release. These enhancements include call-out changes, updates to managed packages, and so on. 

Resolved Issues

The following table lists the issue resolved in this release.

The following table lists resolved issues from the previous release.

Known Issues 

The following table provides a list of known issues in this release.

DOC ID: CQTC365SPR21RN20210603