Smart CPQ exists as a native app available on the Apple app store allowing to access CPQ on an IPad. It is thus possible from MSCRM on IPad, either from the MSCRM app or from MSCRM on a browser, to launch a configurable process, create a quotation and generate a PDF proposal via the Smart CPQ application. The standard integration process starts from MSCRM where the user creates the quote object. Then with Smart CPQ app, the user fulfills his quote and synchronizes the result back to MSCRM. To ensure the synchronization, a Smart CPQ App URL is built dynamically by the CRM when calling the app. This URL is based on the CPQ server URL configured in the PROS Custom Settings entity of the CRM.

When the quote in CPQ is called from the Ipad app, the layout and the model files used have the names of the web interface files, suffixed with “_TouchTablet”.

The call to Smart CPQ App from the CRM can be performed as follows:

Call Smart CPQ App

1. Log in to the CRM
   
   

On your Ipad tablet, open the MSCRM Ipad app or log in MSCRM in a web browser. Navigate to the PROS Quote entity and open the “Overview” form

1. Launch Smart CPQ App
   
   

Your device is automatically detected and a new “PROS Touch” action button appears in the menu

bar.

Click on the button. The Smart CPQ URL described above is called and the app is launched and displays your CPQ Quote.

1. Fulfill the quote in CPQ

From there, you can navigate with the Smart CPQ theme in the CPQ Quote, Catalog and Configurator and fulfill your quote

1. Synchronization out

Once done, just click on the Save button to synchronize your data back in MSCRM.