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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)CPQ 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 NotesGeneralDocs by Release

Conga Product Documentation

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CPQ for Advantage Platform

Configure Dynamics 365

Conga Setup

After importing the solution, you must configure Conga Setup in Microsoft Dynamics 365 to establish the connection and enable data sync between Microsoft Dynamics 365 and the Conga Advantage Platform. Complete the following to establish the connection.

  • Conga Setup
    • Connection Data: To configure a connection between Conga Advantage Platform and Microsoft Dynamics 365.
    • Map Objects: To map the required objects between Conga Advantage Platform and Microsoft Dynamics 365.
    • Map Fields: To map the required fields between Conga Advantage Platform and Microsoft Dynamics 365.
    • Flow URLs: To configure required endpoint URL for the custom flows.

March 23, 2026