Configure One Connect for Dynamics 365 CE
por Revalize Software, Inc.
Streamline your business operations by revolutionizing how you quote and sell products and services.
Configure One is a CPQ solution
for Microsoft Dynamics 365 CE. Streamline your business operations by
changing how you quote and sell configurable products and services. We help
automate configuration and sales processes for small, medium, and enterprise
companies.
·
Reliable product configuration and pricing
·
Lightning fast quote turnaround times
·
Synchronized data for items and addresses
·
Eliminate quote and configuration errors
· Visual product configurator
Users can access the Configure One
quoting interface directly within the Opportunity form in Dynamics 365 CE. When they create a new quote, customer account and contact information
from the Dynamics opportunity are imported to the quote in Configure One.
From the Configure One quoting
interface, users can create new product configurations and add line items to
the quote. After all of the line items are added, Configure One can generate a
new quote proposal document.
Quote documents and line items from the Configure One quote are
integrated with the opportunity quote object in Dynamics 365. Any new or unique
product configurations are saved as products in Dynamics and added to the
opportunity. If the same product configuration has been used before, the
existing product from Dynamics is added to the opportunity.