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 CoveredThis 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 EnvironmentRefer to the latest Apttus-Dynamics 365 Integration Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor a comprehensive list of updates to this guide for each release, see the What's New topic.
Other Resources
  • CPQ on Salesforce Summer 2020 User Guide: Refer to this guide for complete information on the Apttus Quote-to-Cash process and features.
  • 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.