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.

Audience

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 Apttus quote functionality from their Dynamics environment.

Understanding the Integration Flow

Apttus supports the same quote creation flow provided by Conga CPQ for sales users on Dynamics 365. You can create a quote, link the quote to a price list containing the product data, add and configure products, bundles, and services with their associated attributes and options to the quote, apply discounts, and manage approvals. All quote and product configuration data is saved to your Dynamics instance. 

Conga Quote-to-Cash for Dynamics 365 supports single sign-on (SSO) from Dynamics. After you log into Dynamics you can create and manage quotes in Conga without having to log in again.