Download page Apttus-Dynamics 365 Integration Summer 2020 User Guide.
Apttus-Dynamics 365 Integration Summer 2020 User Guide
About This Guide
The Apttus-Dynamics 365 Integration User Guide is designed to provide sales users with step-by-step instructions for creating and managing Apttus quotes and product configurations (carts) from Microsoft Dynamics 365. The Apttus-Dynamics 365 integration utilizes the Apttus CPQ quoting workflow and the Apttus Digital Commerce SDK to provide Dynamics users with the functionality to create and manage quotes.
Topic
Description
What's Covered
This guide walks sales users through the steps required to create and manage quotes and product configurations for Apttus CPQ in a Microsoft Dynamics 365 environment.It provides conceptual information and step-by-step instructions to guide you through the quoting process with minimal assistance.
Primary Audience
Dynamics 365 Sales Users
Customer Service Representatives
IT Environment
Refer to the latestApttus-Dynamics 365 Integration Release Notesfor information on System Requirements and Supported Platforms.
Updates
For a comprehensive list of updates to this guide for each release, see the What's Newtopic.
Apttus-Dynamics 365 Connector Winter 2019 Administrator Guide: Refer to this guide for step-by-step instructions for syncing data between Dynamics 365 and Apttus.
Apttus-Dynamics 365 Connector Winter 2019 Release Notes: Refer to this document for the latest enhancements to the Apttus-Dynamics 365 Connector.
This guide describes the following tasks:
Creating an Apttus quote from an account or opportunity
Adding standalone products and bundles to the quote
Configuring products and bundles and their associated options and attributes
Finalizing the quote
Before using Apttus Quotes you must be familiar with the following:
Working knowledge of Microsoft Dynamics 365 platform
Familiarity with the Microsoft Dynamics 365 Sales Hub
Familiarity with Apttus CPQ concepts and functionality
Apttus Data in Dynamics
An initial data load is required prior to using data to create Apttus Quotes. Refer to the Apttus-Dynamics 365 Connector Administrator Guide available on the Apttus Community Documentation Portal.