Integration overview

The Conga CPQ and Dynamics 365 integration uses Workato recipes (and related automation flows) to replace custom, point-to-point integrations between Conga CPQ on Conga Platform and Microsoft Dynamics 365. These recipes orchestrate data flow between the two systems to support common sales workflows with minimal custom code.

The integration focuses on three primary areas:

• Initiating Conga CPQ quote creation directly from Dynamics 365 records.
• Synchronizing finalized Conga CPQ quote data back to Dynamics 365 opportunities.
• Keeping Conga Platform product data in sync with Dynamics 365 product records.

Supported integration flows

The integration includes the following supported flows:

• Create Conga CPQ quotes from Dynamics opportunities: Sales reps start a Conga CPQ quote directly from an opportunity in Dynamics 365, without manually re-entering customer or opportunity data.
• Create Conga CPQ quotes from Dynamics quotes: Sales reps can also initiate Conga CPQ quote creation from a Dynamics 365 quote record for more advanced configuration and pricing.
• Return finalized quote information from Conga CPQ to Dynamics opportunities: When a Conga CPQ quote reaches a configured final status (for example, approved or accepted), key quote information is returned to the related Dynamics 365 opportunity so that pipeline data stays accurate.
• Product synchronization from Dynamics to Conga Platform: Standard Workato recipes synchronize product master data from Dynamics 365 to Conga Platform, including identifiers, SKUs, names, statuses, categories, units of measure, and other attributes.

Architecture and integration approach

The integration is implemented as a set of reusable Workato recipes and automation flows that connect:

• Dynamics 365 (CRM) for opportunities, quotes, and product master data.
• Conga Platform and Conga CPQ for quote creation, configuration, pricing, and quote lifecycle management.

The recipes use Conga CPQ Quotes APIs (rather than generic data APIs) for quote-related operations, which improves reliability and reduces the need for low-level integration logic. Authentication details and frequently used identifiers (such as account, contact, opportunity, and price list IDs) are cached by related automation flows to reduce latency when users repeatedly initiate quotes.

User experience

From the sales and procurement users' perspective, the integration introduces minimal new UI. Reps work primarily in Dynamics 365 and use an action on the opportunity or quote record to initiate a Conga CPQ quote. During quote creation, the user sees a message such as: “Please wait while your Quote is being created.”

After the quote is created in Conga CPQ, a link or reference back to the Conga quote is available from the Dynamics 365 record, depending on how your administrator configures the integration.

Benefits

• Eliminates manual re-entry of customer and opportunity data between Dynamics 365 and CPQ.
• Provides real-time or near real-time updates from CPQ to Dynamics 365 for opportunity data.
• Ensures product catalogs stay aligned between Dynamics 365 and Conga Platform.
• Improves quote creation performance through connection and identifier caching.
• Uses standard, OEM-ready Workato recipes that can be extended or cloned as needed.