Conga Quote-to-Cash for Dynamics 365 Summer '21 Release Notes
About Release Notes
Conga Release Notes contain the following information about the Conga Quote-to-Cash for Dynamics 365 Summer '21 release:
For more information on new features, enhancements, and document improvements refer to What's New in the Conga Quote-to-Cash for Dynamics 365 User Guide.
- System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release.
-
New Features: Feature Summary provides a high-level description of the new feature with reference to the topic to help you set up and use the new feature.
- Enhancements: Provides high-level descriptions of enhancements to existing features.
- Known Issues: Lists known issues that are applicable in this release.
Packages
The following solutions and plugin DLLs are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.
|
Product |
Latest Certified Version |
|---|---|
|
Conga Quote-to-Cash for Dynamics 365 - Dynamics 365 Solution (New) |
2102.0.0.1 |
|
Conga Quote-to-Cash for Dynamics 365 - Salesforce (New) |
1.x |
|
Conga-Dynamics 365 Connector Solution (New) |
2102.0.0.1 |
System Requirements and Supported Platforms
|
System Requirements | |
|---|---|
|
Item |
Requirement |
|
CRM |
Microsoft Dynamics 365 |
|
Browser |
Conga supports the following browsers:
Conga recommends the latest stable version of the browser for the best performance. Note:
Internet Explorer is not supported. |
New Features
The following features are new to Conga Quote-to-Cash for Dynamics 365 in this release.
Introducing Conga Quote-to-Cash for Dynamics 365
Conga is introducing Conga Quote-to-Cash for Dynamics 365 in the Summer '21 release. Conga Quote-to-Cash for Dynamics 365 is designed to assist sales users with creating and managing Conga quotes on the Microsoft Dynamics 365 platform. The integration allows users on Dynamics 365 to “punch out” to Conga to perform CPQ operations like configuring products, document generation, and so on. All quote details are synced between the two applications using the Conga-Dynamics 365 Connector.
Conga Quote-to-Cash for Dynamics 365 is intended to be used by sales users, partner sales, customer service representatives, and any other customers who want to manage Conga quote functionality from their Dynamics environment.
Support for Single Sign-On (SSO)
Conga Quote-to-Cash for Dynamics 365 supports single sign-on (SSO) from Dynamics. After you log into Dynamics 365 you can create and manage quotes in Conga without having to log in again.
Conga-Dynamics 365 Connector
The Conga-Dynamics 365 connector, introduced in the Spring 2020 release, must be installed and data must be synced between Dynamics and Conga to create and manage quotes in Conga. Use the seeded "Punch Out" sync groups to add objects and fields to be synced between Dynamics 365 and Conga. For complete information on deploying and using the data sync connector, refer to the Conga-Dynamics 365 Connector Release Notes and Administrator Guide for Summer '21 on the Conga Documentation Portal.
Enhancements
There are no enhancements in this release.
Known Issues
The following table provides a list of known issues in this release.
|
Conga Internal ID |
Description |
|---|---|
|
DYN-407 |
Performance testing has not been completed as of Summer '21. |
|
DYN-451 |
The 'Finalize' button is shown on the cart even when the cart requires approval. |
|
DYN-453 |
'Presented' status is not synced from Conga to Dynamics 365. |
DOC ID: CQTC365SUM21RN20210707
