This Release Note contains the following information about the Conga Quote-to-Cash for Dynamics 365 Spring '21 Release:

For more information on new features, enhancements, and document improvements refer to What's New in the Conga Quote-to-Cash for Dynamics 365 User Guide.

  • System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release.
  • New Features: Feature Summary provides a high-level description of the new feature concerning the topic to help you set up and use the new feature.

  • Enhancements: Provides high-level descriptions of enhancements to existing features.
  • Known Issues: Lists known issues that are applicable in this release.


The following solutions and plugin DLLs are required to upgrade to this release to utilize this release's new features. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new in this release.

ProductLatest Certified Version
Conga Quote-to-Cash for Dynamics 365 (New)2101.0.0.1

Conga CRM Connector for Quote to Cash (New)

Conga-Dynamics 365 Connector Solution (New)2101.0.0.2

System Requirements and Supported Platforms 

System Requirements
CRMMicrosoft Dynamics 365

Conga supports the following browsers:

  • Microsoft Edge Chromium
  • Google Chrome

Conga recommends the latest stable version of the browser for the best performance.

Internet Explorer is not supported.

New Features

The following features are new to Conga Quote-to-Cash for Dynamics 365 in this release.

Introducing Conga Quote-to-Cash for Dynamics 365

Conga is introducing Conga Quote-to-Cash for Dynamics 365 in the Spring '21 release. 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.

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 Conga quote functionality from their Dynamics environment.

Support for Single Sign-On (SSO)

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

Conga-Dynamics 365 Connector

The Conga-Dynamics 365 connector must be installed and data must be synced between Dynamics and Conga to create and manage quotes in Conga. Use the seeded "Punch Out" sync groups to add objects and fields to be synced between Dynamics 365 and Conga. For complete information on deploying and using the data sync connector, refer to the Conga-Dynamics 365 Connector Release Notes and Administrator Guide for Spring '21 on the Conga Documentation Portal.


The following section describes existing features that are changed (or are no longer supported) in this release.

Performance Improvements

There are enhancements done to optimize performance along with few architectural changes as part of this release. These enhancements include call-out changes, updates to managed packages, and so on. 

Resolved Issues

The following table lists the issue resolved in this release.

Case Number

Conga Internal ID



When a sync group failed for one or more records, the Sync Error Status details did display information on the failed records.

The following table lists resolved issues from the previous release.

Conga Internal ID


DYN-407Performance testing was not completed.
DYN-453'Presented' status was not synced from Conga to Dynamics 365.

Known Issues 

The following table provides a list of known issues in this release.

Conga Internal IDDescription
DYN-451The 'Finalize' button is shown on the cart even when the cart requires approval.

DOC ID: CQTC365SPR21RN20210603