What is a CPQ for Microsoft Dynamics 365?

A CPQ (Configure, Price, Quote) solution integrated with Microsoft Dynamics 365 offers numerous benefits for businesses looking to streamline their sales processes.

By automating complex pricing structures and product configurations, CPQ enables sales teams to generate accurate quotes, reducing errors and improving efficiency. This integration also allows seamless data flow between systems, ensuring customer data is consistent and up-to-date across all platforms. The combined power of CPQ and Dynamics 365 supports better sales forecasting, allowing for improved decision-making based on real-time insights. Additionally, the CPQ system enhances the user experience by simplifying the quoting process, fostering more robust customer relationships and driving revenue growth.

Why your Sales team need a CPQ integrated with Dynamics 365

CPQ integration with Dynamics 365 boosts sales team productivity by automating complex configurations, pricing calculations, and quote generation. This streamlines the sales process, accelerates deal closure, ensures pricing consistency, and drives revenue growth and customer satisfaction.

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The Top Six Benefits of a Microsoft Dynamics CPQ System

PreSalesAdvisor offers many benefits to sales teams and organisations, here are some of those benefits. When you have a Free Demo, you'll immediately see why you should be using PreSalesAdvisor

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Enhanced Efficiency

Dynamics CPQ automates product configurations, pricing, and quote generation, streamlining the sales process and reducing manual effort.

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Increased Accuracy

By automating pricing and discount calculations, Dynamics CPQ reduces human error, ensuring consistent and accurate quotes for customers.

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Faster Sales Cycle

With automated quote generation, sales teams can quickly respond to customer inquiries, accelerating the sales cycle and increasing the likelihood of closing deals.

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Improved Customer Satisfaction

By delivering accurate, professional quotes quickly, Dynamics CPQ enhances customer experience and fosters long-term relationships.

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Better Collaboration

Integrating CPQ with Dynamics 365 enables cross-departmental collaboration, aligning sales, marketing, and finance teams around a single source of truth for pricing and product information.

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Greater Business Insights

Dynamics CPQ's reporting capabilities provide valuable insights into product and pricing trends, helping organizations make data-driven decisions to optimize sales strategies and drive revenue growth.

Complete Deals Faster with a CPQ for Dynamics 365

The acceleration of deal closure when using a CPQ integrated with Dynamics 365 varies depending on the organization, industry, and sales process. However, studies and customer testimonials have reported that integrating CPQ with CRM systems can lead to a 25% to 50% reduction in sales cycle time. This improvement stems from streamlined product configurations, automated pricing calculations, and faster quote generation, enabling sales teams to respond to customer inquiries and close deals more efficiently.

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Billing in Microsoft Dynamics CPQ

Automated billing in Microsoft Dynamics CPQ (Configure, Price, Quote) has revolutionized the way businesses manage their sales processes by streamlining complex billing operations and ensuring consistent pricing. The advanced billing capabilities of Dynamics CPQ enable organizations to automate recurring invoices, pro-rate charges, and apply discounts, thereby improving efficiency and reducing manual intervention.

By integrating with Microsoft Dynamics CRM and ERP platforms, the CPQ solution helps consolidate customer data, synchronize product catalogs, and maintain accurate pricing structures. Furthermore, it provides real-time analytics and insights into the billing cycle, enabling businesses to make data-driven decisions and enhance customer satisfaction. This end-to-end billing automation not only minimizes human errors but also fosters strong customer relationships by delivering accurate and timely invoices tailored to specific needs.

Contract Lifecycle Management in Microsoft Dynamics CPQ

Contract Lifecycle Management (CLM) within Microsoft Dynamics CPQ (Configure, Price, Quote) is an indispensable feature that helps businesses efficiently manage and streamline their end-to-end contract processes. From contract creation, negotiation, and approval, to monitoring and renewal, the CLM module in Dynamics CPQ ensures seamless and accurate contract management.

By leveraging artificial intelligence and machine learning capabilities, the solution automatically extracts key information from contracts and generates insights to mitigate risks and identify potential opportunities. Integration with Microsoft Dynamics CRM and ERP platforms facilitates seamless information sharing, fostering better collaboration and enhancing visibility across departments. CLM within Dynamics CPQ not only accelerates the sales cycle but also ensures compliance with legal and regulatory requirements, ultimately reducing costs and driving business growth through more effective contract management.

What Should You Look For in a CPQ for Microsoft Dynamics 365?

When evaluating a CPQ solution for Microsoft Dynamics, consider the following features and capabilities:

Seamless Integration

Ensure the CPQ solution integrates smoothly with Dynamics 365, allowing for data synchronization, easy access, and a unified user experience.


Look for a flexible CPQ system that can handle complex product configurations, customizable to your business needs, and adaptable to changing requirements.

Pricing and Discounting

The CPQ should automate pricing calculations, support multiple pricing models, and manage discounting rules to maintain consistency and accuracy.

Guided Selling

A CPQ with guided selling capabilities can help sales teams identify customer needs and recommend the best products or solutions, improving sales effectiveness.

Approval Workflows

Choose a CPQ that streamlines the approval process for quotes and discounts, with customizable workflows and automated notifications for stakeholders.

Document Generation

The CPQ should generate professional, branded quotes and proposals quickly, with customizable templates and support for multiple file formats.

Reporting and Analytics

Robust reporting and analytics features can provide valuable insights into sales performance, product trends, and pricing strategies, aiding data-driven decision-making.


Ensure the CPQ can accommodate your organization's growth, with the ability to handle increasing volumes of data, users, and product complexity.

Security and Compliance

The CPQ solution should adhere to industry standards for data security, privacy, and regulatory compliance, safeguarding sensitive customer and company information.

CPQ Quote Left

My first deal registration via PSAT works super! Major Improvement, we save days because of this!

Tech Data


Superb! This looks so easy.

Load System


PSAT is very easy to use. Much better than existing systems






CPQ Quote Right

Want to find out more about our CPQ for Dynamics 365, then why not speak to one of our team today?

CPQ for Dynamics Specialist Sales

Harry Cruickshanks

CPQ for Dynamics Specialist Sales

Connect and message me on LinkedIn

or call: +44 (0)121 605 2050

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