The Microsoft Dynamics 365 integration with Conga Advantage Platform enables sales teams to efficiently manage the entire Configure-Price-Quote (CPQ) process which involves creation, configuration, finalization, and tracking of quotes directly within the Dynamics 365 interface. This integration allows sales users on Dynamics 365 to create a quote, add and configure products, finalize the quote, and optionally save the data back to Microsoft Dynamics 365. Sales representatives can also check the status of quotes from Microsoft Dynamics 365 at any point in the workflow.

To integrate, Dynamics 365 administrators are required to perform several setups in Dynamics 365 and 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 365