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CPQ for Advantage Platform

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Conga Product Documentation

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CPQ for Advantage Platform

Configure Dynamics 365

Configuring Product Synchronization

  • A Workato workspace with access to both Dynamics 365 and Conga Advantage Platform connectors.
  • Valid connection credentials for Dynamics 365 and Conga Platform.
  • A standard or cloned recipe for Dynamics-to-Conga product synchronization available in your Workato workspace.

To configure the standard Workato recipe that keeps product data in sync from Dynamics 365 to Conga Platform. The recipe can run on a schedule or in real time using webhooks.

  1. In Workato, open the product synchronization recipe for Dynamics 365 to Conga Platform.
  2. Configure the the recipe trigger.
    1. To use scheduled synchronization: Select a scheduled trigger (for example, daily, hourly, or a custom interval) and Set the default schedule (for example, daily at off-peak hours).
    2. To use real-time synchronization: Select a webhook or event-based trigger for product create/update events in Dynamics and Configure the Dynamics 365 webhook or event subscription to call the Workato trigger URL.
  3. Map the following Dynamics 365 product fields with Conga Platform product fields.
    • Product ID (system identifier)
    • Product code or SKU
    • Product name
    • Product description
    • Product status (for example, active, inactive, discontinued)
    • Product family or category
    • Unit of measure
    • Any additional product attributes required by your implementation
  4. Configure business rules for create, update, and inactive behavior.
    • Create a product in Conga Platform if it does not already exist.
    • Update existing products when changes are detected.
    • Mark a product as inactive in Conga Platform when it is discontinued or deactivated in Dynamics.
    • Maintain product hierarchy relationships where applicable.
  5. Setup data validation logic.
    • Ensure that all required fields are populated before creating a product in Conga Platform.
    • Validate that product codes or SKUs are unique.
  6. Save and test the recipe.
    • Run the recipe against a small, representative set of products.
    • Verify that the products appear correctly in Conga Platform with the expected attributes.
  7. Enable the recipe in your production environment.

Product data is synchronized from Dynamics 365 to Conga Platform based on the configured schedule or real-time triggers. Downstream quoting processes can rely on aligned product data across both systems.

May 4, 2026