The Conga Quote-to-Cash for Dynamics 365 User Guide is designed to provide sales users with step-by-step instructions for creating and managing Conga quotes and product configurations (carts) from Microsoft Dynamics 365. Conga Quote to Cash for Dynamics 365 introduces a "punch-out" experience that allows sales users to leverage the Conga CPQ quoting workflow to create a manage quotes and sync that data back to Dynamics 365.



What's Covered

This guide walks sales users through the steps required to create and manage quotes and product configurations for Conga CPQ from a Microsoft Dynamics 365 environment. It provides conceptual information and step-by-step instructions to guide you through the quoting process with minimal assistance.

This guide does not provide assistance with adding products and bundles to the quote or any advanced features related to Conga CPQ. For that information please refer to the CPQ on Salesforce Documentation on the Conga Documentation Portal.

Primary Audience
  • Dynamics 365 Sales Users
  • Customer Service Representatives
IT EnvironmentRefer to the latest Conga Quote to Cash for Dynamics 365 Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor a comprehensive list of updates to this guide for each release, see the What's New topic.
Other Resources
  • CPQ User Guide: Refer to this guide for complete information on the Conga Quote-to-Cash process and features.
  • Conga-Dynamics 365 Connector Administrator Guide: Refer to this guide for step-by-step instructions for syncing data between Dynamics 365 and Conga.
  • Conga-Dynamics 365 Connector Release Notes: Refer to this document for the latest enhancements to the Conga-Dynamics 365 Connector.

This guide describes the following tasks:

  • Creating and managing Conga Quotes from Dynamics 365
  • Finalizing the Quote from Dynamics 365
  • Generating the Quote document from Dynamics 365
  • Accepting the Quote from Dynamics 365

Before using Conga Quotes you must be familiar with the following:

  • Working knowledge of Microsoft Dynamics 365 platform
  • Familiarity with the Microsoft Dynamics 365 Sales Hub
  • Familiarity with Conga CPQ concepts and functionality

Conga Data in Dynamics

An initial data load is required prior to using data to create Conga Quotes. Refer to the Conga-Dynamics 365 Connector Administrator Guide available on the Conga Documentation portal.

DOC ID: CQTC365SPR21UG20210304