Conga Product Documentation

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Configure Microsoft Dynamics 365

This topic describes the steps required to configure the Microsoft Dynamics 365 Org Admin with the Conga Platform Connector. The process includes importing a solution into your Power Platform environment, setting up a button on the Opportunity entity, and configuring the Conga Setup within the Microsoft Dynamics 365 Org. This configuration enables seamless syncing of Opportunity data and launching the Conga CPQ UI from within your Microsoft Dynamics 365 Org.

The dynamics org configuration is a two step process. You must perform the following configuration to complete the setup and then validate the setup.

  1. Importing the Conga Platform Connector Solution
  2. Configure Conga Setup
    1. Configuring Connection Data
    2. Configure Map Objects and Fields
    3. Configuring Cloud Flows and Flow URLs
    4. Configure the Opportunity Entity