Data Sheet

Experlogix CPQ for Microsoft Dynamics 365

Configure, Price, Quote
Dynamics 365
Aug 11, 20264 min read
Experlogix CPQ for Microsoft Dynamics 365
Experlogix CPQ for Microsoft Dynamics 365 Smarter selling starts with a unified CPQ for Dynamics 365.

Smarter Selling Starts with a Unified CPQ for Dynamics 365

Streamline complex quoting with native CRM + ERP integration

Experlogix CPQ, purpose-built for Microsoft Dynamics 365 CE, Finance & Operations and Business Central, empowers sales teams to produce fast, accurate quotes using real-time data from across your CRM and ERP systems. With our deep native integration leveraging our innovative Cloud Connect framework, you can empower your teams to sell confidently, quote faster and deliver on time.

Dynamics 365 CE Finance & Operations Business Central

Key Benefits

1 Sales & Systems, Finally in Sync

Empower sellers inside Dynamics CE with instant access to ERP data like inventory, pricing, BOMs, substitutions, and contract terms, all without leaving their workspace. This unified view eliminates guesswork, reduces errors and speeds up the path to revenue for your sales team.

2 Accurate Forecasting

With quotes and opportunities aligned to ERP data in real time, sales forecasts become more reliable and actionable.

3 Immersive, Embedded Experience

Experlogix CPQ is fully embedded in the Dynamics 365 UI (CE, F&O, BC), giving users a seamless experience without duplicate logins, windows, or systems. The result: greater user adoption, improved productivity, and a more unified digital experience for the team.

4 Better Approval Workflows

Flexible sales and engineering approvals can be triggered within Dynamics 365 and Microsoft Teams, ensuring fast routing and actions that are traceable, keeping momentum on deals by reducing bottlenecks.

5 Faster Quote-to-Cash

Integrated BOMs and configuration logic from ERP mean faster build-out of complex quotes, shorter approval cycles, and streamlined handoffs to production and fulfillment.

Why Integration Matters More Than Ever

Many CPQ vendors claim to work with Dynamics. But few are actually integrated. It’s more of an interface, a button on a screen, rather than actual integration.

CPQs that claim D365 integration often rely on external interfaces, separate user interfaces, or middleware that introduces data lag, errors, and a disconnected user experience.

Interface A button on a screen

External interfaces, separate user interfaces, or middleware can introduce data lag, errors, and a disconnected user experience.

Experlogix CPQ Embedded directly inside Dynamics

Experlogix CPQ connects across CE, F&O, and BC via Experlogix Cloud Connect.

Experlogix Cloud Connect is a proprietary integration engine that enables real-time, bi-directional data synchronization to any entity in Dynamics.

Experlogix Cloud Connect: The Integration Edge

Cloud Connect is our proprietary engine that powers seamless, scalable integration between Dynamics CE, F&O, BC and Experlogix CPQ. Highlights include:

Bi-directional data flow keeps customer, pricing, and product data in sync in real time.
Instantly access D365 data like pricing, inventory, product availability.
Align approval workflows across departments, sales, engineering, finance and fulfillment.
Faster implementations, no middleware or heavy customizations required.
Lower total cost of ownership, fewer integration headaches, simpler updates.

Why Leading Dynamic Customers Choose Experlogix CPQ

Whether you’re a manufacturing company configuring thousands of parts, a high-tech firm selling solutions across global regions, or a services organization delivering custom engagements, Experlogix CPQ helps you:

Deliver complex quotes with precision
Shorten Sales cycles
Scale operations across teams and geographies
Maximize your investment in Microsoft Dynamics 365

Microsoft Dynamics 365 CPQ FAQ

Which Microsoft Dynamics 365 products does Experlogix CPQ support?

Experlogix CPQ is purpose-built for Microsoft Dynamics 365 CE, Finance & Operations, and Business Central.

Is Experlogix CPQ embedded inside Microsoft Dynamics 365?

Yes. Experlogix CPQ is fully embedded in the Dynamics 365 user interface across CE, Finance & Operations, and Business Central, giving users a seamless experience without duplicate logins, windows, or systems.

What Dynamics 365 data can sales teams access while quoting?

Sales teams can access ERP data such as inventory, pricing, bills of materials, substitutions, contract terms, and product availability while working in Dynamics 365.

What is Experlogix Cloud Connect?

Experlogix Cloud Connect is the proprietary integration engine that connects Dynamics 365 CE, Finance & Operations, Business Central, and Experlogix CPQ.

Does Cloud Connect support bi-directional data synchronization?

Yes. Cloud Connect enables real-time, bi-directional synchronization to Dynamics entities and keeps customer, pricing, and product data in sync.

Can Experlogix CPQ support approval workflows in Dynamics 365?

Yes. Flexible sales and engineering approvals can be triggered within Dynamics 365 and Microsoft Teams, and Cloud Connect can align approval workflows across sales, engineering, finance, and fulfillment.

How does Experlogix CPQ help accelerate quote-to-cash?

Integrated bills of materials and ERP configuration logic help teams build complex quotes faster, shorten approval cycles, and streamline handoffs to production and fulfillment.

Does Experlogix Cloud Connect require middleware?

Cloud Connect supports faster implementations with no middleware or heavy customizations required.

Ready to Get Started? Experlogix CPQ for Microsoft Dynamics 365

Experlogix CPQ is the most trusted CPQ solution for Microsoft Dynamics 365. Backed by decades of experience, hundreds of successful implementations, and a Microsoft Preferred ISV designation, we help your sales teams sell faster, smarter, and more profitably.