CPQ In Dynamics 365 CRM- With Integration of D365 SCM (F&O)/ AX

CPQ In Dynamics 365 CRM- With Integration of D365 SCM (F&O)/ AX

Are your service or product quotes complicated? Do you require a CPQ (Configure, Price, Quote) solution that helps you to swiftly provide precise and sophisticated customer proposals comprising a lot of potential products as well as pricing rules and automates the customized routes and BOM creation for your Microsoft Dynamics 365 FO/AX environment from CRM?

While In Dynamics 365 FO CPQ is out of box feature it is completely missing in d365 Sales and in Portals

Whenever you buy Salesforce, CRM and other portals, then one of the important things to note is that you will have to integrate CPQ with Dynamics F&O externally. It can turn out to be a stressful job for many individuals.

Automate Sales Process

DynaTech’s Robust Solution – Get F&O with CPQ 

To address the above-mentioned issue, DynaTech has developed a robust solution. We at DynaTech have taken the initiative to offer F&O with CPQ, which can be used to ease out their work. The best part is that, with its help, anyone can successfully solve industry problems. At DynaTech, we are also extending F&O with CPQ. 

It’s time to focus on choosing a best-in-class CPQ solution for Microsoft Dynamics 365 for Sales or Salesforce or any other CRM or Portal. In the market, you may quickly find various options. Still, those solutions may not be connected with D365 F&O. Hence, you need to choose wisely depending on the unique requirements of your business. 

Why Choose This Solution?

Today, many professionals, organizations, retailers, high tech and heavy equipment manufacturers are turning to this effective solution. This is especially true because they need a user-friendly and intuitive configuration interface backed by Dynamics 365 Finance and SCM to solve the CPQ challenges that they typically encounter. 

However, it is important to ensure that the CPQ solution you choose seamlessly integrates the Product Catalog, Orders, Quotes, Projects, and Price Lists is necessary. 

Most of the CPQ software designed for Dynamics 365, SalesForce, and Portals helps sales representatives accelerate quotes and order processes and reduces the chances of errors. It also aids in boosting revenue, improving accuracy, speeding up the sales cycles, and guiding through the most complicated quoting and pricing parameters. 

CPQ Process

Key Advantages of Utilizing an Efficient CPQ Software or Solution

All the great CPQ software or solutions that you will find in the market, are designed in such a manner that it offers the best-in-class CPQ experience for Microsoft Dynamics 365 users. These solutions ensure this by providing easy-to-use yet all-inclusive capabilities with typically the highest caliber of integration to their ERP platform.

And it ultimately results in a natural transition from Dynamics to CPQ for especially your business users. But one of the important things to note in this aspect is that, for substantial ROI, it aids in boosting user adoption and shortening the learning curves.

The CPQ solution offered by DynaTech built on and for Dynamics 365 Finance and SCM. One can again operate this from Dynamics 365 Sales or Salesforce or Portals.

The key advantage of opting for our solution is that you do not have to integrate CPQ externally. Instead, we are involved in offering F&O with CPQ to ease out your work.

On-Demand BOM And Routing

CPQ solutions for Dynamics 365 FO/AX also have the capability to produce completely new product items, routings, and BOM or reuse the ones, which are already present. Also, it is possible to map sub-BOM attributes to this kind of software which again lets you set units of measure, quantities, etc. Not only that, but this solution also works effectively to calculate sub-route elements such as queue time, move time, and cycle time.

Lean Manufacturing

Manufacturers looking forward to replacing routing steps with Lean Schedule ID can use any CPQ solution to achieve this objective successfully. The best CPQ software or solution generally comes with unique lean manufacturing functionality across the organization or in specific business areas. So, you can simultaneously allow the production orders to run in other regions with the routing steps.

Extensive Inventory

With the help of an efficient CPQ solution, the users can easily extend and configure the attribute-based Inventory of Dynamics 365 FO/AX. It also includes intelligent part numbering.

Project-Based Manufacturing

The best part about the CPQ solution is that it lets you effortlessly configure all types of Project transactions. It includes expenses, fees, hours, and items. Not only that, but you can also drive WBS or Work Breakdown Structures on a specific Project from a configuration. Also, you can successfully set costs, quantities, discounts, and prices along with project workers.

One-To-Many Config ID

Most of the CPQ solutions, you will find in the market supports one configuration to several lines of output on a particular order, quote, or project. Each of the lines can contribute to having a distinctive routing, BOM, and Lean Schedule ID.

Logic-Based Formulas and Rules

Non-technical users can also make use of the CPQ solution for the intuitive workbench of Dynamics FO/AX. It helps them to create as well as maintain complicated rules and sophisticated algebraic formulas. And the best part is that they can do all these things without having any expertise in programming.

In A Nutshell

Now, that you have completed reading this detailed blog post, hopefully, you have got a clear understanding of the importance of CPQ in Dynamics 365 CRM. Are you still having any related queries? If yes, you can get in touch with DynaTech Systems who is an official Microsoft Gold Partner. So, we can assist you in the best possible manner. To leverage our top-notch services, all that you need is to contact us today at sales@dynatechconsultancy.com.

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