Complex Quotes, Real Margins, One Dynamics 365 Workflow
Configurable products, departmental costing, and discount approvals rarely live in the CRM. They live in spreadsheets, inboxes, and the one person who knows which options actually go together. See how product configuration, pricing, estimating, approvals, and customer proposals can run inside the Dynamics 365 environment you already own — without adding a separate CPQ application.
Date: Dec. 2, 2026
Time: 11:00 AM EST / 4:00 PM GMT
Duration: 1 Hour
Format: Live Webinar
The Quote Looks Profitable Until Delivery Starts Costing It
For configure-to-order manufacturers, engineer-to-order businesses, and distributors selling assembled or project-based solutions, a quote depends on inputs the sales team does not hold. Engineering knows the effort. Procurement knows the component cost. Installation knows the site hours. Services knows what support will take.
Adding a standalone CPQ application often introduces another subscription, integration, and system to maintain.
DynaTech takes a different approach. Its CPQ solution is built within Dynamics 365 Sales, using Dataverse and Power Platform capabilities to bring product configuration, costing, estimation, approvals, and proposal generation into the existing sales environment.
What You’ll Learn in This Session
Follow a sales opportunity through DynaTech CPQ and see how complex quoting, estimation, pricing, and approvals work within Dynamics 365 Sales.
During the webinar, you’ll learn how to:
Guided Product Configuration
Configure complex products using master products, attributes, components, and product recommendations, with compatible options managed through a structured configurator.
Three Quoting Workflows
Explore Direct Quote, Estimated Quote, and Project Estimate to manage standard product quotes, departmental estimates, and projects involving products, resources, labor, and expenses.
Pricing and Margin Management
Work with multi-currency price lists, product costs, discounts, margins, taxes, and shipping calculations, with pricing updates reflected in the quote.
Estimation and Approval Management
Consolidate departmental estimates, task-based costs, resources, and expenses. Configure amount-based, discount-based, and departmental approval workflows with Teams and email notifications.
Billing and Proposal Generation
Manage one-time and recurring billing schedules, generate branded customer proposals in PDF format, and capture customer signatures.
AI-Powered Insights and Business Visibility
Use Copilot for data entry, opportunity summaries, natural-language queries, and package recommendations. Track quote values, margins, estimates, approval status, and SLA aging through the CPQ Command Center.
Guided Product Configuration
Configure complex products using master products, attributes, components, and product recommendations, with compatible options managed through a structured configurator.
Three Quoting Workflows
Explore Direct Quote, Estimated Quote, and Project Estimate to manage standard product quotes, departmental estimates, and projects involving products, resources, labor, and expenses.
Pricing and Margin Management
Work with multi-currency price lists, product costs, discounts, margins, taxes, and shipping calculations, with pricing updates reflected in the quote.
Estimation and Approval Management
Consolidate departmental estimates, task-based costs, resources, and expenses. Configure amount-based, discount-based, and departmental approval workflows with Teams and email notifications.
Billing and Proposal Generation
Manage one-time and recurring billing schedules, generate branded customer proposals in PDF format, and capture customer signatures.
AI-Powered Insights and Business Visibility
Use Copilot for data entry, opportunity summaries, natural-language queries, and package recommendations. Track quote values, margins, estimates, approval status, and SLA aging through the CPQ Command Center.
What You’ll Learn in This Session
Follow a sales opportunity through DynaTech CPQ and see how complex quoting, estimation, pricing, and approvals work within Dynamics 365 Sales.
During the webinar, you’ll learn how to:
- Guided Product Configuration: Configure complex products using master products, attributes, components, and product recommendations, with compatible options managed through a structured configurator.
- Three Quoting Workflows: Explore Direct Quote, Estimated Quote, and Project Estimate to manage standard product quotes, departmental estimates, and projects involving products, resources, labor, and expenses.
- Pricing and Margin Management: Work with multi-currency price lists, product costs, discounts, margins, taxes, and shipping calculations, with pricing updates reflected in the quote.
- Estimation and Approval Management: Consolidate departmental estimates, task-based costs, resources, and expenses. Configure amount-based, discount-based, and departmental approval workflows with Teams and email notifications.
- Billing and Proposal Generation: Manage one-time and recurring billing schedules, generate branded customer proposals in PDF format, and capture customer signatures.
- AI-Powered Insights and Business Visibility: Use Copilot for data entry, opportunity summaries, natural-language queries, and package recommendations. Track quote values, margins, estimates, approval status, and SLA aging through the CPQ Command Center.
