Post Installation
CPQ is not immediately operational after having installed the MSCRM integration solution from the MSCRM App Source. Manual configuration tasks have to be completed for end-users to be able to create quotes using CPQ.
Link MSCRM with a CPQ server
CPQ is an application which is composed of software components, hosted and managed by PROS. It is requested from MSCRM by means of external Web Services.
Several parameters have to be filled manually to link an instance of MSCRM with a specific CPQ server. These parameters are grouped in the PROS Custom Settings entity. Therefore, to link the two environments, you have first to create an instance of PROS Custom Settings within MSCRM
CREATE A PROS CUSTOM SETTINGS ENTITY
To create PROS Custom Settings in MSCRM, log in as a System Administrator and navigate as follows:
- Click on Settings in the navigation bar
- Click on PROS Custom Settings in the Settings contextual menu
The list of PROS Custom Settings is displayed:
On this screen, you can create a new instance of custom settings by clicking on the “New” button. The settings available in the entity are the following:
| LABEL | FUNCTION |
|---|---|
| Name | Name of the PROS Custom Settings instance |
| CPQ Authentication Password | The credentials to be provided by PROS to authenticate into the CPQ cloud platform |
| CPQ Server URL | The complete URL of the CPQ server. This URL is used to call CPQ from MSCRM. Default value: https://mycpqserver.proscloud.com |
| CPQ Azure Client ID CPQ Azure Tenant | Identifier and tenant address used for the authentication of the CRM and CPQ instances dialoguing together. For instance: Client Id: 3bf7bd0f-1fee-4755-9087-521cf1b6457a Tenant: prosinc.onmicrosoft.com |
| Force Azure Token Refresh | If set to "Yes", the Azure token passed at CPQ opening is automatically refreshed to give you more time in Smart CPQ before coming back to the CRM. Please refer to AAD Token Timeout for more details. |
| CPQ Quote Model Name CPQ Quote Model Release | The name and release number of the Quote model. A quote model is a template that defines the header fields and spreadsheet columns of a quote as well as field accessibility, functions available to the end-user, and computations available from the Quote ‘Content’ tab. |
| CPQ UI Layout | Name of the CPQ layout that determines the user interface of Quote displayed in the Quote ‘Content’ tab. You could use cpqUI_FORCE by default as a basis. |
| Refresh on Clone | Triggers a refresh of the Quote, in MSCRM and in CPQ, after cloning an existing Quote. Default value: “No” |
| CPQ Init Action | Name of the action that is invoked (if defined) before calling CPQ Web Service. This action allows injecting settings from MSCRM to make them available during the CPQ session. Syntax example to load a catalog “MyCAT” if the quote is empty through a “CatalogList” action defined in the quote: CatalogList:MyCAT |
| PROS Mapping Set | Lookup field. It represents the name of the PROS Mapping Set entity to be used to control the synchronization process between MSCRM and CPQ. This parameter is optional and depends on your business needs (More details are provided in the following chapter: CPQ Content Parameterization. |
| CPQ Optional Read-Only Mode | Define the behavior of the CPQ Quote when the CRM Quote object is in Read-Only mode. When set to 'No', the CPQ Quote is NOT set to Read-Only (on 'Activate Quote' CRM action for instance). In that case, as CPQ Quote content and CRM Quote content could be de-synchronized, you will have to use the access right matrix in the cart section of the SellingPRO Designer to restrict access to some CPQ quote columns and/or actions when in Read-Only mode. When this flag is set to 'Yes', CPQ Quote is in Read-Only mode whenever CRM Quote is. |
| CPQ Sync Empty Values | Specifies how empty values are managed during CPQ syncback. When this attribute is set to 'Yes', the empty CPQ fields or the cells which are part of the PROS Mapping Set override during the mapping-out the related CRM fields or the cells with empty values. The mandatory CRM fields, however, are not overwritten with empty values and a warning is traced. Default value: “No” |
| CPQ Refresh Action | Name of the quote model action to be called when clicking on the Quote ‘Refresh’ button Default value: “RefreshQuoteStateless” |
| CPQ Synchronize Action | Name of the quote model action to be called when creating new Quote to synchronize them with CPQ. Default value: “SynchronizeStateless” |
| Product management policy | Specifies the way Products entities linked to Opportunities are created/updated along with the CPQ Quote line items. (This policy is only useful when Quote Lines are linked to the MSCRM Quote – Please check the following chapter for more details: Synchronizing Quote Lines - Reuse only - Allow creation or reuse existing - Reuse existing and update - Reuse or create if necessary and update |
| CPQ User Group CPQ Owner Group | CPQ model access rights are based on the current user group and owner group. You have to synchronize these values with the groups declared in CPQ. Both fields must have the same value. |
| License Type | Defines the type of license to be considered by CPQ license monitoring module for the Web Service calls from MSCRM. Possible values are: - named - concurrent - hits - (empty) – Default to named in that case This is passed as a setting in API calls (CPE.Settings.User.License) |
| License Role | Defines the role of named users to be considered by CPQ license monitoring module for the Web Service calls from the CRM. Possible values are: - internalSales (default) - internalReviewer - externalPartner - externalCustomer If the role is set for other "licenseType" than "named", its value is ignored. This is passed as a setting in API calls (CPE.Settings.User.LicenseRole) |
First, give a name to your custom settings instance corresponding to its usage.
CONFIGURE CPQ SERVER IN MSCRM
To interact with CPQ, MSCRM needs the URL of the CPQ server and credentials to connect securely to this server.
The CPQ server URL is of the following format: https://mycpqserver.proscloud.com
It is decomposed as follows:
- Protocol: https:// - the protocol is the same whatever the CPQ server you use
- Server name: mycpqserver – Name of your CPQ server in your own environment
- Domain: proscloud.com – this domain is for online environments. You have to adapt it in case of an on premise environment
Along with the communication from the PROS Customer Service that allows you to download the solution package from MSCRM App Source, you will receive the name of CPQ server put in place for your business and the credentials granting you the access to this server. External calls to this server will be permitted only after having created a new PROS Custom Settings instance in MSCRM.
CPQ PASSWORD ENCRYPTION
The password field in the PROS Custom Settings entity is a security field with specific access rights management associated to a Security Field Profile. By default, an administrator can read, update and create this field, but other users can't. When a user is added on this Security Field Profile, he is then granted the ability to create a new instance of PROS Custom Settings and to set the value in this field. However, users can read and update the value of this field only in PROS Custom Settings instances that they own.
CONFIGURE THE CPQ MODEL AND PROFILE
In order for CPQ to display a quote in the Quote ‘Content’ tab iframe in MSCRM, it requires the name of the quote model to launch, associated to the release number of this model (1 by default). It also requires the name of the user interface layout to associate with this model.
Finally, the access to the various modules and quotation process steps of CPQ depends on a user profile. This profile has to be configured in MSCRM through the “User Group” and “Owner Group” fields. These fields must have the same value. For instance:
You have to synchronize the names of these elements with the ones configured in CPQ. Please, refer to the CPQ Customization guide for more details.
SAVE YOUR CONFIGURATION
At the end of this process, click on the Save button in the top ribbon to end your configuration.
Link CPQ with MSCRM
The CPQ server and the MSCRM instance require to be linked in order to interact together. Thus, once CPQ is declared in MSCRM, you have to declare your MSCRM instance in CPQ.
To build this link between CPQ and MSCRM, please refer to the CPQ Administration Guide and CPQ Installation guide.
Admin user authentication
For the CPQ to request the CRM, a MSCRM admin user must be declared in CPQ. This user must have sufficient rights in the CRM to create PROS entities and all the necessary entities linked to the PROS Quote in the PROS Mapping Set.
This admin user must be declared directly in your CRM instance. If your MSCRM architecture is linked to an Active Directory or to an ADFS (Active Directory Federated Service) organization, the user must be declared out of your domain and identified with a Windows Live ID.
Grant user access to CPQ
Once both MSCRM and CPQ environments are linked together, all you have to do to use the CPQ with the CRM is to associate the PROS Custom Settings to users.
Once a PROS Custom Settings instance is created, proceed as follows to associate it to a user:
- Go in the Settings > Security entity in the navigation bar and click on the Users menu
- Associate a value in the PROS Custom Settings lookup field:
Manage Access Rights
Make sure that the access rights to the PROS Custom Settings and PROS Mapping Set entities are correct: assign Read and Append To permissions for new entities PROS Custom Settings and PROS Mapping Sets for all required security roles (such as Standard User). You have to do the same for technical entities like PROS Content IN and PROS Content OUT entities. In addition, you have to make sure to associate at least Delete rights on the "Notes" CRM entity so that the PROS Content OUT entity can be updated, thus allowing the sync back to work properly.