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CPQ for Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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CPQ for Advantage Platform

Conga Setup

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Configuring Connection Data

This topic describes about configuring connection data between Conga Advantage Platform and Microsoft Dynamics 365.
  1. Launching Conga Setup
    1. Login to the Microsoft Dynamics 365 org.
    2. From the homepage, click the Conga Setup app tile. The Conga Setup home page is displayed with Connection Data list.
  2. Add a New Connection.
    1. In the header, click New.
    2. Enter the following details:
      FieldDescription
      Client IDEnter the Client ID generated from the API-to-API connection in the Conga Advantage Platform Org. For more information, see the Configuring an API to API connection topic.
      OwnerOwner of the MS dynamics org
      Client SecretPaste the Client secret generated from the API-to-API connection in the Conga Advantage Platform Org. For more information, see the Configuring an API to API connection topic.
      NameSpecify the connector name as mentioned below.

      Conga RLM Connection

      Org DataEnter the data in the following format.{ "organization-fid": "<value>", "organization-id": "<value>", "user-id": "<value>" }
      Token URLEnter the token endpoint of the Conga Advantage Platform Org. For example, https://<environment>.congacloud.io/api/v1/auth/connect/token

      The base URL varies depending on the connected environment.

      Instance URLThe Conga Advantage Platform tenant or instance URL where data synchronization is required. For example, https://<environment>.congacloud.io/ .

      The base URL varies depending on the connected environment.

      When you import the Solution, the endpoints in the above table are automatically updated depending on the environment connecting to.
  3. Click Save.
  4. Click Activate.
This completes the data connection process.
Configure Map Objects and Fields Tables

August 25, 2025