Dynamics 365 is Good. But This Integration Makes It a Sales Powerhouse.

Dynamics 365 is good—but good doesn’t close deals faster.

If your team is still copy-pasting quotes, fixing errors, or waiting on approvals, you’re stuck in slow-motion sales. Manual processes kill revenue.

That’s why top sales teams don’t just use Dynamics 365—they integrate Experlogix. More automation, fewer delays, and a frictionless sales pipeline that moves at high speed.

💥 No bottlenecks. No back-and-forth. Just faster deals, bigger wins.

Here’s how it works. 👇

Why Integrate Dynamics 365 with Third-Party Software?

Dynamics 365 does a lot—but it wasn’t built to handle everything.

On its own, it stores customer records, tracks deals, and manages resources. But what happens when you need custom quotes, automated approvals, or seamless document generation? You hit a wall.

That’s why integrations matter. Think of Dynamics 365 as a template. To make it work for your business, you need the right tools plugged in.

• Want to send targeted email campaigns? Connect Constant Contact and boost engagement.
• Need CPQ automation, instant quotes, and frictionless contracts? That’s where Experlogix takes over.
• Selling online? Sync Experlogix Digital Commerce and streamline the entire buying experience.

Hook up Dynamics 365 with Experlogix, and suddenly CPQ runs itself, docs get sent in clicks, and online sales actually scale—without ever leaving the D365 ecosystem. Let’s get into it.

Key Features of the Experlogix and Dynamics 365 Integration

As you’re probably aware, Experlogix is a multifaceted platform but the deep integration to Dynamics 365 is what truly sets it apart from the competition.

Major companies like Toyota, Nikon, and Volvo use it to streamline their CPQ processes, automate the creation and management of essential documents, and power their e-commerce operations—all of which simplify sales-related workflows and lead to more revenue.

But as with most things in life, two is better than one. The Experlogix and Dynamics 365 integration solution will help you and/or your team in a few important ways:

Simplify Your Sales Process

First, the Experlogix and Dynamics 365 integration will help you simplify and streamline your sales process by ensuring seamless data flow between each platform.

For example, you can use Experlogix Document Automation to create smart forms—complete with form validation messages—for your company’s website. The data you collect can then be instantly transferred to your Dynamics 365 account and used by sales reps to nurture leads and close deals.

The integration can be used in the opposite way, too. Store customer records (and just about any other record type you deem important) in Dynamics 365. Then use this information to create better sales decks, inform CPQ procedures, and otherwise condense quote to cash processes.

It doesn’t matter how you slice it. Experlogix and Dynamics 365 together is a surefire way to simplify your sales process and improve customer interactions. Speaking of which…

Improve Customer Interactions

Want to level up your sales department? Learn to improve the customer experience within your unique software environment. This is easy to do with Experlogix and Dynamics 365.

For instance, you can use the Experlogix CPQ offering—backed by the data stored in your Dynamics 365 account— to configure custom products and deliver accurate quotes. Even better, the integration will allow you to do this quickly, which will increase customer happiness.

The data in Dynamics 365 can also be used to fuel Experlogix Document Automation. Build and custom contacts, invoices, and other materials in a few clicks. Hello productivity!

One more thing: studies show that modern buyers—especially those in the Millennial and Gen Z age brackets—are very open to self-service sales processes. With Experlogix, your company can build complex e-commerce systems that allow customers to buy products at any time, and on any device. And thanks to Dynamic 365, said customers will always have access to accurate product information. The result? More sales, happier customers, and a better business.

When it comes to improving customer interactions and increasing customer retention metrics, Experlogix and Dynamics 365 is the ultimate power platform.

Grow Your Business Online

The Experlogix and Dynamics 365 integration can also be used to grow your business online. 

How so? By offering a tight integration between your digital commerce platform and your ERP system, you’ll be able to offer customers an impressive e-commerce experience. 

Think about it: when sales orders and payments from Experlogix are automatically fed into Dynamics 365, your business will be able to build, package, and/or ship orders faster. Customers will appreciate this speedy delivery and make more repeat purchases.

You’ll have a detailed record of every customer transaction that happens on your company’s website, too. This will help you personalize the buying experience because your sales reps (or the automation software you use) will be able to suggest new products based on prior history.

3 Steps to a Seamless Integration Between Experlogix and Dynamics 365

The combination of Experlogix and Microsoft Dynamics 365 can be incredibly beneficial for sales teams. Fortunately, setting up the integration is simple. Just follow these three steps:

1. Assess Business Needs

Before you do anything else ask yourself, “What do I want this integration to achieve?“

You probably use Dynamics 365 to help produce leads, store prospect information, service customers, manage resources, plan company budgets, and otherwise run your business.

Experlogix will enable you and/or your team to quickly and accurately configure, price, and quote products; automate document creation and distribution, and make online sales.

The question is, which Experlogix functionality does your department need?

For companies in the manufacturing industry, a quality CPQ will help you configure custom products for your customers and price them in ways that are both competitive and profitable. 

Companies in the wholesale industry, on the other hand, can build online storefronts that contain extensive product catalogs, which customers can easily browse through and purchase.

Both use cases become imminently possible when Experlogix is connected to Dynamics 365, because Experlogix can use data inside Dynamics 365 to facilitate important sales processes.

Take a long, hard look at your sales department. How do you currently use Dynamics 365? Which of Experlogix service offerings will benefit your team? How can you connect these products together to streamline operations for your reps? Figure that out and move to step two.

2. Select an Integration Service

Experlogix isn’t just a SaaS company. We also offer three different services to all of our customers: implementation, product training, and technical support:

• Implementation: Allow our Implementation Engineers help you implement Experlogix into your current sales workflows—and if needed, integrate our solution with Dynamics 365. Our team has an excellent track record of delivering projects on time and on budget. We also provide detailed documentation that you can use in the future to solve minor issues. Choose this service if you want to be up and running with Experlogix and Dynamics 365 in as little time as possible. (And have a bit of extra cash to spare.)
• Product Training: Sign up for one of our Experlogix product training sessions. We intentionally keep our classes small so that students get personalized attention. We also offer hands-on exercises to ensure students learn the material effectively. Finally, students receive access to online supporting materials to expand their knowledge long after their training ends. Choose this service if you have technical knowledge, but don’t want to figure out every aspect of the Dynamics 365 integration on your own.
• Technical Support: Finally, all Experlogix customers get access to our technical support team via our online Customer Portal. If you can’t figure out how to use an Experlogix product, or want basic guidance to build a successful integration with Dynamics 365, you can ask an Experlogix expert through the portal for help. Choose this service if you have a tight budget, or employ an IT team who can set up integrations for you.

To learn more about these services and book one for your company, visit our “Services” page. Not an Experlogix customer yet? Sign up for a free demo to see our solution in action!

Note: Microsoft offers training too, so you can receive bonafide Dynamics credentials.

3. Test Your New Integration

Now that your Experlogix and Dynamics 365 integration is set up, you need to test it to ensure an error-free activation. Don’t skip this step! Instead, ask yourself these five questions:

• Does Experlogix pass data to Dynamics 365 and vice versa?
• Have I set appropriate permissions to avoid unauthorized access?
• Have I fixed all invalid certificate errors and fatal errors that I’ve been sent?
• Does this integration make my sales team more productive or hurt efficiency?
• Am I happy with my Experlogix and Dynamics 365 integration or does it need work?

Now, this isn’t an exhaustive list of questions. But if you ask yourself the five queries above, you should be able to avoid many of the big issues associated with the integration process.

Supercharge Your Sales Pipeline With Automated Processes

Experlogix will improve your Dynamics 365 workflows in multiple ways. But the biggest benefit you’ll enjoy from this integration has to do with automation—lots of automation.

Configure, price, and quote custom products with a few clicks. Generate complex contracts, invoices, and other documents with the press of a button. Sell products online and update data records that affect your supply chain while you sleep. Automation makes it possible.

It’s not just about productivity, though. Yes, Experlogix will streamline your sales process. But it will also increase the reliability of your data. How so? Your reps won’t have to transfer information from app to app. Experlogix will do it for them, with 100% accuracy.

This will make pipeline management easier for you, the sales process more enjoyable for your reps and your customers, and the revenue you generate more agreeable to company leaders.

Streamline Business Processes With Experlogix and Dynamics 365

Bottom line? Microsoft Dynamics 365 is a heck of a tool. But if you really want to get the most out of the platform, you need to integrate it with the other solutions your team uses every day.

The Experlogix and Dynamics 365 integration is particularly useful. Once you connect these two industry-leading apps you’ll be able to better implement and facilitate your CPQ processes, create and send important sales documents in a flash, and boost online sales.

Not big on sales pitches? Same. Jump on a strategy call, and we’ll break down exactly how Experlogix fits (or doesn’t) into your sales process. No fluff, no pressure—just a tailored demo so you can see if it’s the game-changer you’ve been missing. Your move.