Experlogix CPQ screenshot showing the integration with Microsoft Finance and Operations within Microsoft Dynamics 365

Dynamics 365 Finance

CPQ for Microsoft Dynamics 365 Finance

Handle complex product and price configurations with ease, and create BOM and routings with a single click, to accelerate the delivery of tailored quotes and boost profitability.

Experlogix CPQ screenshot showing the integration with Microsoft Finance within Microsoft Dynamics 365

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Are your product or service quotes complex?

Do you need a CPQ solution that quickly delivers sophisticated, accurate customer proposals consisting of thousands of potential product and pricing rules, and automates the creation of individualized BOM and routes from your Dynamics 365 F&SCM environment? Heavy equipment and high-tech manufacturers, professional field service organizations and retailers that require an intuitive, user-friendly configuration interface backed by a powerful engine turn to Experlogix to solve their unique CPQ challenges.

Seamlessly integrated with Projects, Quotes, Orders, Items Masters, and Price Lists, Experlogix CPQ for Dynamics 365 F&SCM enables sales representatives to accelerate quote and order processes and eliminate errors, guided through the most complex pricing and quoting parameters, speeding up sales cycles, improving accuracy and increasing revenue.

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A powerful solution

For business users

Administration of Experlogix CPQ offers a unique blend of simplicity, sophistication and flexibility, making it easy to learn and maintain while still allowing for the development of intricate business logic. This includes advanced pricing models, product bundles and configuration rules for all types of industries. Experlogix enables you to adapt quickly to market changes, customer demands and internal processes so new products, price changes, promotions and other enhancements can be delivered to sales users in a timely manner to remain competitive in an ever-changing business landscape.

Lean manufacturing

Manufacturers who need to replace routing steps with Lean Schedule ID can use Experlogix’s unique lean manufacturing functionality across the organization or on specific areas of the business. You can simultaneously let the production orders run with routing steps in other areas.

On-demand BOM and routing

Experlogix CPQ for Dynamics 365 F&SCM can produce new product items, BOM and routings, or reuse existing ones. Sub-BOM attributes can be mapped to Experlogix, allowing you to set quantities, units of measure, etc. Sub-route attributes like cycle time, move time and queue time can also be calculated by the solution.

Project-based manufacturing

The Experlogix CPQ solution allows you to easily configure all Project transaction types – including items, hours, fees, and expenses – and drive Work Breakdown Structures (WBS) on a Project from a configuration. You can also set quantities, costs, prices, discounts, and project workers.

Extended inventory

With Experlogix, users can configure and extend Dynamics 365 F&SCM’s attribute-based Inventory, including intelligent part numbering.

One-to-many config ID

Experlogix supports one configuration to many lines of output on a project, quote or order. Each line can have a unique BOM, routing and Lean Schedule ID.

Logic-based rules and formulas

Non-technical users can leverage Experlogix CPQ for Dynamics F&SCM’s intuitive workbench to create and maintain complex rules and sophisticated algebraic formulas, without programming expertise.