Conga Quote-to-Cash for Dynamics 365 integration provides "punch-out flow" experience that allow sales representatives to take advantage of Conga quoting functionality to create a quote, save the quote, and sync quote data back to Dynamics. You can create a quote in Dynamics 365, associate it with a Price List and account, then go from Dynamics 365 to Conga to add and configure products and finalize the quote in the same browser window. Then, punch out to Conga to generate the quote document and accept the quote from Dynamics 365.
The following topics provide a step-by-step process for creating, finalizing, and managing Conga quotes in Dynamics 365.
