As a manufacturer, you know that selling complex, configurable products demand streamlined systems to ensure efficiency across your revenue cycle. From initial quote requests to final order fulfillment, disconnected systems and manual processes often result in inaccurate quotes, delayed responses, and limited pipeline visibility.
Microsoft Dynamics 365 CRM centralizes data and connects departments, enabling a more cohesive and efficient customer experience. But to truly unlock sales speed and precision, you need more than CRM—you need Configure, Price, Quote (CPQ) software purpose-built for complex sales.
Considering CPQ for your Dynamics 365? Discover how Cincom can help
Are Manual Quotes Slowing Down Your Microsoft Dynamics 365 Sales?
While Dynamics 365 CRM provides powerful tools for opportunity tracking, forecasting, and customer engagement, manufacturers selling configurable products often find themselves relying on spreadsheets, legacy systems, and internal tribal knowledge to generate quotes. This approach is prone to errors, slowdowns, and lost opportunities.
CPQ Integration Dynamics 365 bridges these gaps by automating quoting, standardizing pricing, and enabling guided selling for complex product configuration Dynamics—all within a unified sales experience.
Why Your Sales Team Needs a Unified Solution
Microsoft Dynamics 365 CRM acts as a centralized hub for customer data, sales activities, and performance analytics. For manufacturers, it delivers a complete view of pipeline trends, customer history, and account activities. However, generating accurate, fast quotes for highly customizable products remains a challenge within Dynamics alone.
However, with CPQ for Microsoft Dynamics, your sales team can:
- Configure products based on rules and constraints
- Automate pricing logic, discounts, and approvals
- Generate professional proposals in minutes
- Provide self-service options for faster customer interaction
This CRM CPQ benefit removes friction from the quoting process and accelerates sales cycles.
Integrated CPQ Solution for Microsoft Dynamics 365: Streamline Sales, Boost Accuracy, and Expand Market Reach
In this data sheet, learn how Cincom CPQ™ for Dynamics® 365 streamlines sales.
How Cincom CPQ Supercharges Your Microsoft Dynamics CRM Sales Process
Cincom CPQ™ is a cloud-based, enterprise-grade solution that integrates seamlessly with Microsoft Dynamics 365. Built specifically for complex product configuration Dynamics, it simplifies configuration while ensuring pricing accuracy and quote consistency.
With Cincom CPQ:
- Sales reps follow intuitive, guided workflows to build quotes quickly
- A powerful rules engine ensures valid configurations
- Pricing guardrails protect profit margins
- Real-time integration keeps CRM data synchronized
Whether you’re quoting industrial equipment, specialty vehicles, or medical devices, Cincom CPQ empowers reps to move fast and close deals confidently.
How Does CPQ Work with Microsoft Dynamics 365?
This real-time flow ensures CRM always reflects the latest quote activity, improving forecasting and collaboration. It’s how automated quoting Dynamics CRM becomes a reality.
Use Cases: CPQ + Dynamics in Action
1. Manufacturing
Manufacturers selling complex, configurable products gain speed and accuracy in quoting through automated rules-based configuration. CPQ integration Dynamics 365 ensures consistency across engineering, sales, and production, reducing manual intervention and quote cycle time.
2. Medical Devices
In this highly regulated industry, CPQ for Microsoft Dynamics helps enforce compliance during configuration and pricing. Sales reps can quickly generate quotes with only approved components, reducing risk, increasing speed, and improving order accuracy.
3. Specialty Vehicles
With numerous customization options, specialty vehicle manufacturers benefit from guided selling tools and validation logic. Dynamics 365 Sales CPQ ensures accurate BOM generation and faster approval processes, reducing the burden on engineering.
4. IT Managed Services
Managed service providers can package offerings dynamically, adjusting pricing based on service tiers, contract length, or add-ons. CPQ integration Dynamics 365 enables bundling, quick proposal generation, and renewals—boosting deal size and efficiency.
5. Microsoft Dynamics 365 Ecosystem
Companies using multiple Dynamics 365 modules (Sales, Finance, Operations) benefit from seamless data flow between quoting, inventory, and order fulfillment. CPQ for Microsoft Dynamics bridges CRM and ERP, improving forecast accuracy and delivery alignment.
6. HVAC
HVAC suppliers often deal with vast configuration variables. CPQ integration Dynamics 365 helps reps generate engineered, priced quotes rapidly—down from days to minutes—while ensuring compatibility with performance and compliance standards.
7. Power & Utilities
Utility providers quoting modular solutions or site-specific infrastructure use CPQ to automate complex configurations. Integration with Dynamics 365 CRM ensures margin protection, regulatory compliance, and reduced rework on technical quotes.
8. Tech & Electronics
Tech firms selling in volume or offering bundles benefit from automated quoting Dynamics CRM, pricing rules, and discount structures. CPQ for Microsoft Dynamics improves upsell opportunities, eliminates pricing errors, and supports recurring deal structures.
What Are the Tangible Benefits of CPQ Integration for Dynamics 365 Users?
| Benefit | Description |
|---|---|
| Faster, Error-Free Quotes | Sales teams can configure and deliver quotes in minutes, not days, improving win rates. |
| Increased Profitability | Guardrails ensure pricing accuracy and discount control, protecting margins and revenue. |
| Improved Sales Rep Efficiency | Guided selling simplifies onboarding, reduces training time, and enhances productivity. |
| Pipeline and Forecast Visibility | Quote data flows into CRM instantly, giving leadership accurate insights for better decisions. |
| Enhanced Customer Experience | Rapid response, customized proposals, and self-service portals boost buyer confidence and satisfaction. |
Expand the Capabilities of Microsoft Dynamics with Cincom CPQ
For manufacturers and complex product sellers using Microsoft Dynamics 365 CRM, integrating Cincom CPQ unlocks end-to-end automation from quote to cash. Cincom’s flexible, scalable platform empowers teams to close more deals, more efficiently—with accuracy and confidence.
With embedded intelligence and rules-driven workflows, your team gains the power to quote faster, protect profitability, and turn CRM data into an actionable sales strategy.
Ready to Accelerate Quoting in Dynamics 365? Start with Cincom CPQ today!
FAQs
1- What is CPQ software?
Configure, Price, Quote (CPQ) software streamlines and automates quoting processes for companies that sell configurable products and services. CPQ solutions provide guided workflows for product selection, pricing engines protecting profitability, and document generators to quickly produce quotes and proposals.
2- How does CPQ software integrate with CRM?
CPQ software integrates with CRM platforms like Microsoft Dynamics 365 to centralize all information required to quote accurately. This includes syncing product catalogs, pricing data, customer insights, and order history bi-directionally to create a single source of truth that spans from quote requests through to order fulfillment.
3- What are some key benefits of CPQ and CRM integration?
Integrating CPQ software with CRM provides numerous benefits, including faster and more accurate quotes, increased sales productivity and deal sizes, protection from erroneous discounting, and higher customer satisfaction from a streamlined buying process.
4- What industries use CPQ software integrated with Dynamics 365?
CPQ software enhances Dynamics 365 CRM across industries dealing with configurable products and services, especially manufacturing for industrial machinery, specialty vehicles, HVAC equipment, and medical devices. These industries require rapidly quoting high volumes of intricate orders.
