Integrate the power of ConnectWise CPQ in Microsoft Dynamics CRM

Streamline your sales process by creating quotes for Microsoft Dynamics CRM opportunities

Quote and proposal automation is one of the most significant elements of CRM for both new and existing customers. Now you can enhance your Microsoft Dynamics CRM experience and amplify your sales with a comprehensive and seamless integration to a market leader in CPQ technology—ConnectWise CPQ. With guided selling taking users through every milestone in the quoting process, no steps are missed. Create a professional quote in minutes, deliver it interactively to clients, and provide eSignature approval to shorten the sales cycle. ConnectWise CPQ within Microsoft Dynamics helps ensure opportunity forecasts and product details are kept up-to-date and, with Microsoft Power BI, provides analytics to help you strategically grow top-line revenue.

See the ConnectWise CPQ & Microsoft Dynamics integration in action

Explore the features of the ConnectWise CPQ & Microsoft Dynamics integration

Webservice-based integration

Smooth, fast integration creates a comprehensive solution to help you win more business.

Account information

Easily access full account, contact, and address support for all your customers.

Customization

Meet your specific business needs with the ability to read and write custom fields.

On-the-fly product creation

Quote products even if they don’t exist in Microsoft Dynamics CRM.

Explore features of ConnectWise CPQ

Powerful CPQ automation

Configure, price, quote, and close more business faster with ConnectWise CPQ's sales automation and workflow support capabilities.

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Quotes & proposals

Quickly create professional quotes and proposals using templates customized with your brand. Then deliver online, along with supporting documents to personalize the experience. Encourage quick response with eSignature approval.

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