The Dynamics 365 Integration assists sales users in creating and managing Microsoft Dynamics quotes on the Conga Advantage Platform. This integration allows sales users on Dynamics 365 to create a quote, add and configure products, finalize the quote, and save the data back to Dynamics. Users can also check the status of quotes from Dynamics at any point in the workflow.

This guide walks sales users through the necessary steps to create and manage quotes and product configurations for Conga CPQ in Microsoft Dynamics. It provides conceptual information and step-by-step instructions to navigate the quoting process with minimal assistance.

To configure Dynamics integration, administrators must perform several setups for both Dynamics and the Conga Advantage Platform. The customer administrator is responsible for completing the entire setup process with assistance from the Conga support team.

1. Tenant Onboarding

2. Configurations on the Conga Advantage Platform

3. Configurations on Dynamics